Traditional values. Innovative solutions.

Private Wealth Management

[PWM] UBS Lobby-keys

At The Dworak Group, we are dedicated to helping successful clients, their families and their businesses grow preserve and pass on all they have achieved. For over two decades, our team has delivered an invaluable combination of multigenerational insight, disciplined portfolio management and a long tradition of providing a personal, family-office experience where your best interests come first.

Working within the exclusive Private Wealth Management division of UBS, we not only offer our comprehensive understanding of complex wealth, we connect you to opportunities and specialists across the firm and around the globe. From family business transition and liquidity management to sophisticated lending, trust and estate planning strategies, you can expect complete, planning-based solutions and consistent oversight. Whatever your goals for your family, your future and the legacy you’re building, we're committed to being the one team you call to help simplify your financial world and pursue those goals today and for generations to come.

Dworak Group 06.2022

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.

Private Wealth Advisors

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    Jason Dworak CIMA®

    Managing Director–Wealth Management

    Financial Advisor

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    • AL
    • AR
    • AZ
    • CA
    • CO
    • DE
    • FL
    • IA
    • ID
    • IL
    • IN
    • KS
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MT
    • NC
    • ND
    • NE
    • NH
    • NV
    • NY
    • OH
    • OK
    • PA
    • TN
    • TX
    • VA
    • WA
    • WV
    • WY

    Jason has ranked among BarronsTop Financial Advisors since 2010, Forbes America's Top 250 Wealth Advisors since 2017, and Forbes Best-In-State Wealth Advisors since 2018. He specializes in advising high net worth clients on portfolio and risk management, investment strategy, and estate planning. Jason graduated from the University of Nebraska with a degree in business finance and joined the corporate banking program at Norwest Bank prior to starting his career as an investment advisor in 1993. He studied at the Wharton School of Business to achieve the designation of Certified Investment Management Analyst (CIMA®). Jason and his wife, Renae, have four children and four grandchildren.

    • Barron's Top 1,000 Financial Advisors, 2010, 2011, 2012, 2013
    • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022
    • Financial Times Top 400 Financial Advisers, 2014, 2015
    • Forbes Best-in-State Wealth Advisors , 2018, 2019, 2020, 2021, 2022
    • Forbes/SHOOK Top Wealth Advisors, 2017, 2018, 2019, 2020, 2021, 2022
      • Certified Investment Management Consultant
      Business owners
      Corporate executives
      Estate planning strategies
      Exit planning
      Legacy planning
      Alternative investments
      Philanthropy
      Women investors
      8415 Maddox Drive
      Suite 101
      Lincoln, NE 68520
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      Brandon Woodhead CFP®

      Senior Wealth Strategy Associate

      CERTIFIED FINANCIAL PLANNER™

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      • AR
      • AZ
      • CA
      • CO
      • FL
      • IA
      • IL
      • IN
      • KS
      • LA
      • MA
      • ME
      • MI
      • MN
      • MO
      • MT
      • NC
      • ND
      • NE
      • NH
      • NV
      • NY
      • OH
      • OK
      • PA
      • TX
      • WA
      • WV
      • WY

      While originally from Lincoln, Brandon graduated with an economics degree from the University of Chicago. Brandon spent two years training with UBS in Chicago prior to joining the team. He is a CERTIFIED FINANCIAL PLANNER™ professional. His focus includes investment research and analysis, financial planning, retirement planning, and trade execution. Brandon and his wife, Amanda, have three children.

          • CERTIFIED FINANCIAL PLANNER™
          Investing
          Custom portfolios
          Asset allocation
          Alternative investments
          Multi-generational families
          Structured products
          Financial planning
          Retirement planning
          8415 Maddox Drive
          Suite 101
          Lincoln, NE 68520
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          Amy Krings

          Associate Director

          Investment Associate

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          • AR
          • AZ
          • CA
          • CO
          • DE
          • FL
          • IA
          • IL
          • IN
          • KS
          • LA
          • MA
          • MI
          • MN
          • MO
          • MT
          • NC
          • ND
          • NE
          • NH
          • NV
          • OH
          • OK
          • PA
          • WA
          • WY

          Amy graduated from Creighton University with a B.S. in finance and has been working with the team since 1998. She is FINRA registered and concentrates a majority of her time serving clients. Her other responsibilities include managing the service team and operational efficiency for the entire group. Most of Amy’s time away from the office is spent with her husband, Ryan, and their three children.

                Banking
                Lending services
                Family Offices
                Women investors
                8415 Maddox Drive
                Suite 101
                Lincoln, NE 68520
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                Micah Dworak

                Wealth Planning Associate

                Accredited Wealth Management Advisor℠

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                • NE

                Micah is a Wealth Planning Associate for The Dworak Group. He is responsible for providing clients with financial and retirement planning design, strategy, and implementation. Micah collaborates with Private Wealth Management Consultants, Field Leaders, and Ultra High Net Worth Partners across the home office to drive financial planning services for our clients. Prior to joining UBS, Micah lived in San Francisco, CA where he was an Wealth Advisory Analyst at BlackRock Investments and a Financial Analyst at ICONIQ Capital, a family office and private equity firm. Micah graduated from Wheaton College, where he received a B.A. in Business & Economics and was a member of the Wheaton College Golf Team. Micah holds the Accredited Wealth Management Advisor (AWMA®) designation through the College for Financial Planning, his Series 7 and Series 66 licenses with FINRA, and his Series 13-07 through the Nebraska Department of Insurance.

                    • Accredited Wealth Management Advisor℠
                    8415 Maddox Drive
                    Suite 101
                    Lincoln, NE 68520
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                    Da'Nelle Earl

                    Senior Wealth Strategy Associate

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                    • AR
                    • AZ
                    • CA
                    • CO
                    • FL
                    • IA
                    • IL
                    • IN
                    • KS
                    • LA
                    • MA
                    • MI
                    • MN
                    • MO
                    • MT
                    • NC
                    • ND
                    • NE
                    • NH
                    • NV
                    • NY
                    • OH
                    • OK
                    • PA
                    • TX
                    • WA
                    • WV
                    • WY

                    Da’Nelle graduated from Liberty University with a B.S. in Exercise Science and Fitness Programming and earned her M.S. in Exercise Science with concentrations in Biomechanics and Exercise Physiology from UNO.  She served as the Director of Operations for the Track and Field team at the University of Nebraska for 16 years.  She joined the team in 2020 and is FINRA registered.  Outside of work Da’Nelle enjoys supporting her husband Kurt in his roles as Activities Director and Head football coach at Lincoln Christian School.

                          8415 Maddox Drive
                          Suite 101
                          Lincoln, NE 68520
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                          Morgan Noel

                          Client Associate

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                            Morgan is originally from Lincoln, where she attended the University of Nebraska and received her B.A. in Sociology. She joined the team in September of 2020 after spending five years in the banking industry. Morgan’s responsibilities include providing operational and administrative support to clients and the team. When not in the office, she is spending time with her friends and family.

                                  8415 Maddox Drive
                                  Suite 101
                                  Lincoln, NE 68520
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                                  Ann Bjerke

                                  Executive Director

                                  Head of Advanced Planning

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                                  Titus Song

                                  Executive Director

                                  Alternative Investments Consultant

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                                  Sarah J. Salomon , CAP®

                                  Executive Director

                                  Head – Family Advisory and Philanthropy

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                                  Matthew Morris, CFA

                                  Director

                                  Senior Portfolio Strategist, UHNW

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                                  James Jack

                                  Executive Director

                                  Business Owners Segment Lead

                                Private Wealth Management

                                As a team within the exclusive Private Wealth Management division at UBS, we connect you to the dynamic presence of one of the world‘s leading wealth managers. Private Wealth Advisors serve many of the firm‘s largest relationships, providing extensive reach and the distinct advantage of the firm‘s global perspective, insights and resources.

                                You. Connected.

                                Private Wealth Management

                                As part of Private Wealth Management, we are able to connect you to firmwide experts, thought leaders and premier resources.

                                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