Lasting relationships. For all that matters

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

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Christopher Scott

Vice President–Wealth Management

Christopher Scott has worked meeting the financial needs of his clients for over ten years. He has an MBA from Creighton University. His wife, Randi is a practicing attorney and he and his family resides in Omaha, NE. Chris' practice focuses on the financial and investment concerns of affluent all across the country. Chris is also a free-lance business writer who has written on a myriad of topics.


Personal & Community

  • Board of Trustees-UCP Nebraska
Registered States:
  • AZ
  • CA
  • CO
  • FL
  • GA
  • IA
  • IL
  • MA
  • MN
  • MO
  • NE
  • NY
  • TN
  • TX
  • WI

Education

  • MBA, Creighton Univesity
  • BS in Business Management, Peru State College
13815 FNB Parkway
Suite 300
Omaha, NE 68154

Email Me

Three generations in apple orchard

Turn possibilities into a plan

House View Monthly

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A leading global wealth manager

UBS Year Ahead 2025

Roaring 20s: The next stage

Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

Read the report

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As of 06/30/2024

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