Traditional values. Innovative solutions.

Private Wealth Management

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.

Global research and thought leadership

Planning for the sale of a closely held business

A road map to help facilitate the process

Often, the process of selling a business is unknown to the business owner. This may leave them vulnerable to making significant mistakes. This brochure may serve as a general road map for facilitating the sale of a closely held business.

Learn more

Charitable Giving: Rules of the Road

An overview of philanthropic strategies and their impact to help you evaluate different options.

Read report

The relationship you can expect

Our mission is to—Earn Trust. Add Value. Providing you with a personalized and customized experience as we build and deepen our relationship.

Our experience focusing on the critical areas of wealth planning, including portfolio management, banking and lending, and every aspect of financial planning.

Our approach is a holistic and disciplined process of discovery, evaluation, implementation and review. Every step along the way, you are part of that process to help ensure that we tailor individual strategies to your unique life and circumstances.

Private Wealth Advisors

Jason Dworak CIMA®

Managing Director–Wealth Management

Financial Advisor
Jason Dworak CIMA®

Managing Director–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

8415 Maddox Drive
Suite 101
Lincoln, NE 68520

402-328-2077
View bio Industry recognition
- AR
- AZ
- CA
- CO
- DE
- FL
- IA
- ID
- IL
- IN
- KS
- LA
- MA
- ME
- MI
- MN
- MO
- MT
- NC
- ND
- NE
- NH
- NV
- NY
- OH
- OK
- PA
- TN
- TX
- VA
- WA
- WI
- WV
- WY
Jason 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 seven grandchildren.
- Barron's Top 1,000 Financial Advisors, 2010, 2011, 2012, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Forbes America's Top Wealth Advisors, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
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.
- 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

jason.dworak@ubs.com

Jason Dworak CIMA®

8415 Maddox Drive,Lincoln,NE,68520
Brandon Woodhead CFP®

Senior Wealth Strategy Associate

CERTIFIED FINANCIAL PLANNER®
Brandon Woodhead CFP®

Authorized Officer
Senior Wealth Strategy Associate

UBS Financial Services Inc.

Private Wealth Management

8415 Maddox Drive
Suite 101
Lincoln, NE 68520

402-328-2086
View bio
- AR
- AZ
- CA
- CO
- DE
- FL
- IA
- ID
- IL
- IN
- KS
- LA
- MA
- ME
- MI
- MN
- MO
- MT
- NC
- ND
- NE
- NH
- NV
- NY
- OH
- OK
- PA
- TX
- VA
- 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.
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.
- 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

brandon.woodhead@ubs.com

Brandon Woodhead CFP®

8415 Maddox Drive,Lincoln,NE,68520
Amy Krings

Associate Director

Investment Associate
Amy Krings

Associate Director
Investment Associate

UBS Financial Services Inc.

Private Wealth Management

8415 Maddox Drive
Suite 101
Lincoln, NE 68520

402-328-2082
View bio
- AR
- AZ
- CA
- CO
- DE
- FL
- IA
- IL
- IN
- KS
- LA
- MA
- MI
- MN
- MO
- MT
- NC
- ND
- NE
- NH
- NV
- OH
- OK
- PA
- VA
- WA
- WV
- 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.
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.
Banking

Lending services

Family Offices

Women investors

8415 Maddox Drive
Suite 101
Lincoln, NE 68520

amy.krings@ubs.com

Amy Krings

8415 Maddox Drive,Lincoln,NE,68520
Micah Dworak CPWA®

Senior Wealth Strategy Associate

Certified Private Wealth Advisor
Micah Dworak CPWA®

Authorized Officer
Senior Wealth Strategy Associate

UBS Financial Services Inc.

Private Wealth Management

8415 Maddox Drive
Suite 101
Lincoln, NE 68520

402-328-4515
View bio
- AR
- AZ
- CA
- CO
- DE
- FL
- IA
- ID
- IL
- IN
- KS
- LA
- MA
- ME
- MI
- MN
- MO
- MT
- NC
- ND
- NE
- NH
- NV
- NY
- OH
- OK
- PA
- TX
- VA
- WA
- WV
- WY
Micah is a Senior Wealth Strategy 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 a 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 and his wife Rachel have twin daughters. Outside of the office Micah serves on the Young Leaders Council for the Nebraska Make-a-Wish Foundation and coaches high school golf. Micah holds the CPWA® designation through the Investments and Wealth Institute, his Series 7 and Series 66 licenses with FINRA, and his Series 13-07 through the Nebraska Department of Insurance.
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.
- Certified Private Wealth Advisor
Financial planning

Business owners

Multi-generational families

Executive compensation

Estate planning strategies

Entrepreneurs

8415 Maddox Drive
Suite 101
Lincoln, NE 68520

micah.dworak@ubs.com

Micah Dworak CPWA®

8415 Maddox Drive,Lincoln,NE,68520
Da'Nelle Earl

Senior Wealth Strategy Associate
Da'Nelle Earl

Senior Wealth Strategy Associate

UBS Financial Services Inc.

Private Wealth Management

8415 Maddox Drive
Suite 101
Lincoln, NE 68520

402-328-2062
View bio
- AR
- AZ
- CA
- CO
- DE
- FL
- IA
- ID
- IL
- IN
- KS
- LA
- MA
- ME
- MI
- MN
- MO
- MT
- NC
- ND
- NE
- NH
- NV
- NY
- OH
- OK
- PA
- TX
- VA
- 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.
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.
8415 Maddox Drive
Suite 101
Lincoln, NE 68520

danelle.earl@ubs.com

Da'Nelle Earl

8415 Maddox Drive,Lincoln,NE,68520
Brittany Earl

Executive / Team Assistant
Brittany Earl

Executive / Team Assistant

UBS Financial Services Inc.

Private Wealth Management

8415 Maddox Drive
Suite 101
Lincoln, NE 68520

402-328-2061
View bio
Brittany graduated from Southwest Baptist University where she received a B.A. in Biology, Pre-Health. Prior to joining UBS, she served as an Executive Assistant to the President of her alma mater with over a decade of experience in executive level service within Higher Education and Healthcare. She joined the team in January of 2024 and is excited to serve the Dworak Group clients. Brittany and her husband, Todd, live in Lincoln, NE and love spending time with their two boys.
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.
8415 Maddox Drive
Suite 101
Lincoln, NE 68520

brittany.earl@ubs.com

Brittany Earl

8415 Maddox Drive,Lincoln,NE,68520
Emilee Knudson

Client Associate
Emilee Knudson

Client Associate

UBS Financial Services Inc.

Private Wealth Management

8415 Maddox Drive
Suite 101
Lincoln, NE 68520

402-328-2080
View bio
Emilee is a Client Associate for The Dworak Group. She is originally from Lincoln where she majored in Mathematic and minored in Business and Communication at the University of Nebraska-Lincoln. Emilee joined the team in July 2023 after spending seven years in the banking industry. Her responsibilities include providing operational and administrative support to clients and the team. When not in the office, she spends her time with her husband, Ryan, and her dog, Winston.
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.
8415 Maddox Drive
Suite 101
Lincoln, NE 68520

emilee.knudson@ubs.com

Emilee Knudson

8415 Maddox Drive,Lincoln,NE,68520

Private Wealth Advisors

Jason Dworak CIMA®

Managing Director–Wealth Management

Financial Advisor
Jason Dworak CIMA®

Managing Director–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

8415 Maddox Drive
Suite 101
Lincoln, NE 68520

402-328-2077
View bio Industry recognition
- AR
- AZ
- CA
- CO
- DE
- FL
- IA
- ID
- IL
- IN
- KS
- LA
- MA
- ME
- MI
- MN
- MO
- MT
- NC
- ND
- NE
- NH
- NV
- NY
- OH
- OK
- PA
- TN
- TX
- VA
- WA
- WI
- WV
- WY
Jason 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 seven grandchildren.
- Barron's Top 1,000 Financial Advisors, 2010, 2011, 2012, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Forbes America's Top Wealth Advisors, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
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.
- 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

jason.dworak@ubs.com

Jason Dworak CIMA®

8415 Maddox Drive,Lincoln,NE,68520
Brandon Woodhead CFP®

Senior Wealth Strategy Associate

CERTIFIED FINANCIAL PLANNER®
Brandon Woodhead CFP®

Authorized Officer
Senior Wealth Strategy Associate

UBS Financial Services Inc.

Private Wealth Management

8415 Maddox Drive
Suite 101
Lincoln, NE 68520

402-328-2086
View bio
- AR
- AZ
- CA
- CO
- DE
- FL
- IA
- ID
- IL
- IN
- KS
- LA
- MA
- ME
- MI
- MN
- MO
- MT
- NC
- ND
- NE
- NH
- NV
- NY
- OH
- OK
- PA
- TX
- VA
- 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.
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.
- 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

brandon.woodhead@ubs.com

Brandon Woodhead CFP®

8415 Maddox Drive,Lincoln,NE,68520
Amy Krings

Associate Director

Investment Associate
Amy Krings

Associate Director
Investment Associate

UBS Financial Services Inc.

Private Wealth Management

8415 Maddox Drive
Suite 101
Lincoln, NE 68520

402-328-2082
View bio
- AR
- AZ
- CA
- CO
- DE
- FL
- IA
- IL
- IN
- KS
- LA
- MA
- MI
- MN
- MO
- MT
- NC
- ND
- NE
- NH
- NV
- OH
- OK
- PA
- VA
- WA
- WV
- 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.
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.
Banking

Lending services

Family Offices

Women investors

8415 Maddox Drive
Suite 101
Lincoln, NE 68520

amy.krings@ubs.com

Amy Krings

8415 Maddox Drive,Lincoln,NE,68520
Micah Dworak CPWA®

Senior Wealth Strategy Associate

Certified Private Wealth Advisor
Micah Dworak CPWA®

Authorized Officer
Senior Wealth Strategy Associate

UBS Financial Services Inc.

Private Wealth Management

8415 Maddox Drive
Suite 101
Lincoln, NE 68520

402-328-4515
View bio
- AR
- AZ
- CA
- CO
- DE
- FL
- IA
- ID
- IL
- IN
- KS
- LA
- MA
- ME
- MI
- MN
- MO
- MT
- NC
- ND
- NE
- NH
- NV
- NY
- OH
- OK
- PA
- TX
- VA
- WA
- WV
- WY
Micah is a Senior Wealth Strategy 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 a 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 and his wife Rachel have twin daughters. Outside of the office Micah serves on the Young Leaders Council for the Nebraska Make-a-Wish Foundation and coaches high school golf. Micah holds the CPWA® designation through the Investments and Wealth Institute, his Series 7 and Series 66 licenses with FINRA, and his Series 13-07 through the Nebraska Department of Insurance.
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.
- Certified Private Wealth Advisor
Financial planning

Business owners

Multi-generational families

Executive compensation

Estate planning strategies

Entrepreneurs

8415 Maddox Drive
Suite 101
Lincoln, NE 68520

micah.dworak@ubs.com

Micah Dworak CPWA®

8415 Maddox Drive,Lincoln,NE,68520
Da'Nelle Earl

Senior Wealth Strategy Associate
Da'Nelle Earl

Senior Wealth Strategy Associate

UBS Financial Services Inc.

Private Wealth Management

8415 Maddox Drive
Suite 101
Lincoln, NE 68520

402-328-2062
View bio
- AR
- AZ
- CA
- CO
- DE
- FL
- IA
- ID
- IL
- IN
- KS
- LA
- MA
- ME
- MI
- MN
- MO
- MT
- NC
- ND
- NE
- NH
- NV
- NY
- OH
- OK
- PA
- TX
- VA
- 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.
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.
8415 Maddox Drive
Suite 101
Lincoln, NE 68520

danelle.earl@ubs.com

Da'Nelle Earl

8415 Maddox Drive,Lincoln,NE,68520
Brittany Earl

Executive / Team Assistant
Brittany Earl

Executive / Team Assistant

UBS Financial Services Inc.

Private Wealth Management

8415 Maddox Drive
Suite 101
Lincoln, NE 68520

402-328-2061
View bio
Brittany graduated from Southwest Baptist University where she received a B.A. in Biology, Pre-Health. Prior to joining UBS, she served as an Executive Assistant to the President of her alma mater with over a decade of experience in executive level service within Higher Education and Healthcare. She joined the team in January of 2024 and is excited to serve the Dworak Group clients. Brittany and her husband, Todd, live in Lincoln, NE and love spending time with their two boys.
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.
8415 Maddox Drive
Suite 101
Lincoln, NE 68520

brittany.earl@ubs.com

Brittany Earl

8415 Maddox Drive,Lincoln,NE,68520
Emilee Knudson

Client Associate
Emilee Knudson

Client Associate

UBS Financial Services Inc.

Private Wealth Management

8415 Maddox Drive
Suite 101
Lincoln, NE 68520

402-328-2080
View bio
Emilee is a Client Associate for The Dworak Group. She is originally from Lincoln where she majored in Mathematic and minored in Business and Communication at the University of Nebraska-Lincoln. Emilee joined the team in July 2023 after spending seven years in the banking industry. Her responsibilities include providing operational and administrative support to clients and the team. When not in the office, she spends her time with her husband, Ryan, and her dog, Winston.
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.
8415 Maddox Drive
Suite 101
Lincoln, NE 68520

emilee.knudson@ubs.com

Emilee Knudson

8415 Maddox Drive,Lincoln,NE,68520

Customized solutions for your unique life

Multigenerational families

Business transition and succession planning

Executive wealth

The unique challenges of women and wealth

The global depth and breadth of UBS Private Wealth Management

Advanced planning

In collaboration with our advanced planning team, comprised of legal and wealth planning professionals, we’ll design a tailored investment strategy aligned with your goals. Whether you are navigating life’s milestones, managing a business transition or planning your legacy, we offer realistic guidance that grows with your needs.

Portfolio Advisory Group

Providing advanced quantitative analysis and proprietary research for a dynamic asset allocation approach tailored to your investment goals.

Family and Philanthropy Advisory services

Specialists focused on comprehensive strategies for transitioning assets to future generations, including a complete balance sheet review and estate assessment from wealth transfer to trust management.

Learn more

Providing advanced quantitative analysis and proprietary research for a dynamic asset allocation approach tailored to your investment goals.

Ready to sell your business?

The five hallmarks of a successful sale

Move forward with confidence in possibly the biggest venture of your life. We can help advise and orchestrate your entire team of experts throughout the sale process and beyond.

Explore more

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$5.9+ trn

UBS Group invested assets
As of 06/30/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Traditional values. Innovative solutions.

Global research and thought leadership

Planning for the sale of a closely held business

Charitable Giving: Rules of the Road

Request your report

Thank you! Your request has been submitted.

The relationship you can expect

Private Wealth Advisors

Jason Dworak CIMA®

Brandon Woodhead CFP®

Amy Krings

Micah Dworak CPWA®

Da'Nelle Earl

Brittany Earl

Emilee Knudson

Private Wealth Advisors

Jason Dworak CIMA®

Brandon Woodhead CFP®

Amy Krings

Micah Dworak CPWA®

Da'Nelle Earl

Brittany Earl

Emilee Knudson

*

*

Education

Credentials

*

*

Education

Credentials

*

*

Customized solutions for your unique life

Multigenerational families

Business transition and succession planning

Executive wealth

The unique challenges of women and wealth

The global depth and breadth of UBS Private Wealth Management

The global depth and breadth of UBS Private Wealth Management

Advanced planning

Advanced planning

Portfolio Advisory Group

Portfolio Advisory Group

Family and Philanthropy Advisory services

Family and Philanthropy Advisory services

Ready to sell your business?

A leader in wealth management

Backed by the strength of our parent company, UBS AG

Insights

*

Start the conversation

Thank you! Your request has been submitted.