Wealth advice for your life's goals

We believe that good financial planning advice is invaluable—it helps prepare you for whatever life brings. But it is especially important during times of major life change. Our process focuses on you and the priorities, goals, concerns and beliefs that will ultimately impact your financial well-being for years to come. We're here to help you tackle your concerns and embrace the opportunities that can enrich and empower you today and for years to come.

Gordon Huseth and Eric Butler in the Omaha office

Defining your priorities. Pursuing what matters.

Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

Retirement planning

Retirement planning

Goals-based planning

Goals-based planning

Advice. Beyond investing.

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Eric-Butler

    Eric Butler

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AR
    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • IA
    • ID
    • IL
    • IN
    • KS
    • MA
    • MI
    • MN
    • MO
    • NC
    • ND
    • NE
    • NV
    • NY
    • OH
    • OK
    • SC
    • SD
    • TN
    • TX
    • VA
    • WA
    • WI
    • WY

    Eric Butler is a Senior Vice President of Wealth Management with UBS Financial Services, Inc. in Omaha Nebraska.  His investment career started at Smith Barney in 1991.  He joined UBS Financial Services in 2004.  He achieved the Chartered Retirement Planning Consultant (CRPC) designation in 2009 and added a Portfolio Manager designation in 2016. He achieved Senior Portfolio Manager status in 2018.  Eric' focus is to provide high net worth families with superior service, financial planning, and management of their assets to meet investment goals and objectives. 

    Eric is originally from Lincoln, Nebraska and graduated from the University of Nebraska with a Bachelor of Science Degree in Finance.  Eric currently lives in Omaha with his wife Christina and their 3 youngest children Abby, Drew and Mia, with eldest Jack having recently graduated college and left the nest.  Eric is active in his community, serving as a school board member where his children attend, a development committee member for his church, and a youth athletic coach.  His interests are in fitness, running, skiing and his children's activities.

      • University of Nebraska, B.S. Finance
      • Chartered Retirement Planning Counselor℠
      • Senior Portfolio Manager
      13815 FNB Parkway
      Suite 300
      Omaha, NE 68154
    • Gordon-Huseth

      William "Gordon" Huseth Jr.

      Senior Vice President–Wealth Management

      Financial Advisor

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      • AR
      • AZ
      • CA
      • CO
      • DE
      • FL
      • GA
      • IA
      • ID
      • IL
      • IN
      • KS
      • MA
      • MI
      • MN
      • MO
      • NC
      • NE
      • NM
      • NV
      • NY
      • OH
      • SC
      • SD
      • TN
      • TX
      • VA
      • WA
      • WI
      • WY

      Gordon Huseth is a Senior Vice President of Wealth Management with UBS Financial Services, Inc. in Omaha, Nebraska. He started in the industry as a Certified Public Accountant (CPA) in 1972, transitioning to Controller and Chief Financial Officer in 1974. He became a Broker in 1986, and joined UBS Financial Services in 2012. Gordon is a designated Portfolio Manager.

      Gordon was raised in Sioux City, Iowa but is an ardent Husker football fan, with season tickets and hasn't missed a home game since 1994. He earned a B.S. in Business Administration/Accounting with a minor in Economics from Morningside College, graduating cum laude. He and Diana have been married 42 years, have 4 children and 6 grandchildren.

        • Morningside College, B.S. Business Administration/Accounting
        • Portfolio Manager
        1 Valmont Plaza
        Suite 300
        Omaha, NE 68154
      • July 2021

        Charlie Dukes Jacobsen

        Senior Wealth Strategy Associate

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        • NE

        Charlie joined UBS in 2013 and was our Client Service Associate from 2016 to early 2020. For the past 2 years, she has been the Digital Specialist for the Midwest Market at UBS, specializing in helping advisors use digital tools to improve client service and business management. Back on the team in January 2022 with the new title of Wealth Strategy Associate, Charlie will be serving as our own client experience manager.

        Born and raised in Omaha, Nebraska, Charlie earned a Bachelor’s degree in Civil Engineering and Political Science from the University of Nebraska in 2010. Since joining the finance industry in 2011, she has obtained the FINRA Series 7 and 66 licenses, and is working towards additional designations to help serve our clients. Just married in July 2021, she and Brett live in Omaha with their very spoiled rescue dog, Bruce.

              1 Valmont Plaza
              Suite 300
              Omaha, NE 68154
            • Kerry Kemper

              Kerry Kemper

              Client Associate

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                Kerry joined UBS as our team’s Client Service Associate in March of 2020. She graduated Magna Cum Laude in 2005 from Bellevue University with a degree in Human Social Service Administration. She worked in the Apartment Management Industry for 13 years, worked with At Risk Youth at the Omaha Home for Boys part time for 8 years, & was Miss Nebraska USA 1996. She feels blessed to have spent 12 years as a stay-at-home mom with Kemper-18, Tiege-17, & Mavri-11, before joining UBS.

                Kerry grew up in Lincoln, Nebraska & moved to Omaha in 1994. Her hobbies include home & holiday decorating, writing poetry, studying natural healing, & spending time with her family.

                      1 Valmont Plaza
                      Suite 300
                      Omaha, NE 68154

                    Legacy—Wealth for others

                    For needs that go beyond your own—to help you improve the lives of others

                    What will your legacy be?
                    It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                    Learn more at ubs.com/wealthway.

                    Backed by the strength of UBS

                    A global leader in wealth management

                    $2.8 trillion

                    In invested assets globally 
                    As of 06/30/2022

                    51 countries

                    Our global footprint

                    Global leader

                    UBS is a world-leading wealth manager

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