John Norquay founded PivotPoint Advisors after having served with UBS Financial Services as an Account Vice President, and heads our Midwest office. He has a diverse background in Financial Planning, served as financial advisor to the federal courts and law enforcement agencies throughout the Midwest, and currently serves as a corporate benefits advisor to area businesses and frequently speaks on various topics related to asset preservation. John focuses on retirees concerned with wealth management, asset preservation and tax efficient planning. He is a product of the UW Whitewater business school and before joining UBS, was President of Vanguard Capital Management, an independently owned financial planning firm. John is a Registered Principal with the NASD (Series 24) holds his Stock Brokers license (Series 7) and is a Registered Investment Advisor (Series 65).