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$7 trn
UBS Group invested assets
As of 12/31/2025
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Senior Vice President–Wealth Management
Financial Advisor
John joined Tom after four seasons of playing professional basketball internationally. John holds both the Series 7 and Series 66 securities licenses.
John is a graduate of the University of Minnesota Duluth's Labovitz School of Business. He holds an MBA as well as a BBA with an emphasis in finance. John earned a scholarship as he competed on UMD's basketball team and as a pitcher on the baseball team. Off the court he was voted the university's Male Scholar Athlete and was also a recipient of All-Conference academic accolades in both sports.
With his experiences in international basketball, John has become an avid traveler. Having lived in Western Australia and Taipei during his playing career, he has continued his travels to 14 additional countries. A native of Bloomington, MN he also enjoys participating in the local offerings of outdoor sports, boating, and snowboarding.
MN Insurance License: 40840855
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
John joined Tom after four seasons of playing professional basketball internationally. John holds both the Series 7 and Series 66 securities licenses.
John is a graduate of the University of Minnesota Duluth's Labovitz School of Business. He holds an MBA as well as a BBA with an emphasis in finance. John earned a scholarship as he competed on UMD's basketball team and as a pitcher on the baseball team. Off the court he was voted the university's Male Scholar Athlete and was also a recipient of All-Conference academic accolades in both sports.
With his experiences in international basketball, John has become an avid traveler. Having lived in Western Australia and Taipei during his playing career, he has continued his travels to 14 additional countries. A native of Bloomington, MN he also enjoys participating in the local offerings of outdoor sports, boating, and snowboarding.
MN Insurance License: 40840855
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
How will their story unfold?
Inheritance is about more than money. It’s about navigating family, history and your future. See how two brothers decide what to hold onto, what to let go and how to move forward.
If you’re going through a wealth transfer event like an inheritance, death or divorce, our experienced guidance can help give you more confidence.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager
