Traditional values. Innovative solutions.

Private Wealth Management

Dworak Group 2022

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.

2024 Recognition

Global research and thought leadership

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.

  • JD cas

    Jason Dworak CIMA®

    Managing Director–Wealth Management

    Financial Advisor

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    • AR
    • AZ
    • CA
    • CO
    • DE
    • FL
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • LA
    • MA
    • ME
    • MI
    • MN
    • MO
    • MT
    • NC
    • ND
    • NE
    • NH
    • NV
    • NY
    • OH
    • OK
    • OR
    • 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, 2025
      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, 2024, 2025The 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, 2024, 2025The 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, 2024, 2025The 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
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      Brandon Woodhead CFP®

      Financial Advisor

      CERTIFIED FINANCIAL PLANNER®

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      • 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
      • OR
      • 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
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          Micah Dworak CPWA®

          Financial Advisor

          Certified Private Wealth Advisor

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          • 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
          • OR
          • 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
            • Amy (new)

              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
              • 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
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                    Brittany Earl

                    Executive / Team Assistant

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                      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
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                            Emilee Knudson

                            Client Associate

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                            • NE

                            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

                                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.

                                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

                                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.

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

                                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

                                two men planning

                                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.

                                A leader in wealth management

                                Backed by the strength of our parent company, UBS AG

                                $6 trn

                                UBS Group invested assets
                                As of 12/31/2024

                                51 countries

                                Our global footprint

                                Global leader

                                UBS is a leading and truly global wealth manager

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