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.

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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.

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    Jason Dworak CIMA®

    Managing Director–Wealth Management

    Financial 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
    • 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 four 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
      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, 2023The 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, 2023The 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.

      • 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
      • 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.

          • 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
        • 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.

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

                Senior Wealth Strategy Associate

                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
                • 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. 

                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. 

                    • 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
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                    Da'Nelle Earl

                    Senior Wealth Strategy Associate

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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
                    • 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.

                          8415 Maddox Drive
                          Suite 101
                          Lincoln, NE 68520
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                          Emilee Knudson

                          Client Associate

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                            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.

                                  8415 Maddox Drive
                                  Suite 101
                                  Lincoln, NE 68520
                                • Ann Bjerke

                                  Executive Director

                                  Head of Advanced Planning

                                  Ann focuses on developing and implementing creative and comprehensive strategies to assist clients with their complex financial needs such as preservation, transfer and management of wealth. Prior to joining UBS in 2008, Ann practiced law with the law firm of Levin, Schreder & Carey, focusing on estate tax and income tax planning for ultra high net worth individuals, families and business owners.

                                • Titus Song

                                  Executive Director

                                  Alternative Investments Consultant

                                  Titus Song is an Executive Director of Alternative Investments covering various markets in the Central and West Divisions for UBS Financial Services. His role is to oversee distribution of alternative investments (hedge funds, private equity and private real estate) by helping financial advisors and clients understand how these offerings function and their effect on investment portfolios.

                                  Professional History
                                  Titus joined UBS in 2007 working with the Structured Solutions group. In late 2008, Titus moved to the Alternative Investments group where he has covered a wide swath of the country helping clients and financial advisors understand alternative investments and how they can enhance portfolio efficiency and help clients reach their financial goals.

                                  In his 32-year career in financial services, Titus has worked at various large financial services firms and banks where he held roles in small and large cap equity trading, as well as in product management. Titus also served as the head of investments and product management at a large regional registered investment advisor prior to joining UBS.


                                  Education
                                  Titus earned a B.A. in Political Science with a concentration in Political Economy at Carleton College in Northfield MN. He also received an M.B.A. from the Carlson School of Business at the University of Minnesota.

                                  Licenses and Certifications
                                  Titus holds Series 7, 31 and 66 licenses.
                                • Sarah J. Salomon , CAP®

                                  Executive Director

                                  Head – Family Advisory and Philanthropy

                                  Sarah leads a team of Senior Strategists who work with families on understanding money, values and philanthropic intent. Family Advisory and Philanthropy Services serves as thought partners to advisors and their exceptional client families on wealth transitions, family governance, family office strategies, and philanthropy as families seek guidance on cohesive dialogue between generations to perpetuate their legacy.
                                • Matthew Morris, CFA

                                  Executive Director

                                  Head, Portfolio Advisory Group Midwest, New York and Northeast Division

                                  Matthew Morris is the Midwest Division Head of the Portfolio Advisory Group (PAG), leading a regional team of experienced investment professionals dedicated to providing asset allocation, portfolio construction, and investment management guidance and education to UBS' Ultra High Net Worth clients. Matthew and his team specialize in developing multi-asset, customized investment strategies and portfolios for sophisticated individuals, families, and institutions.
                                • James Jack

                                  Executive Director

                                  Business Owners Segment Lead

                                  James is the Head of both the Business Owners and Multigenerational Wealth Client Segments within the Strategic Client Segments team.

                                  James took on the Business Owners Client Segment upon its creation in 2018 to build an organization that supports business owners and the Financial Advisors that advise them. He has worked with clients on pre-business sale exit planning, such as succession planning, M&A transaction planning, Employee Stock Ownership Plans (ESOPs), and the emotional and self-identity ramifications of exiting a business. During the COVID-19 pandemic, James and his team supported business owners in navigating pandemic programs like the Paycheck Protection Program. In 2023, James’s remit expanded to include the Multigenerational Wealth Client Segment, which includes UBS’s support of wealth transfer and transition strategies between generations and the Rising Gen. James and his team work to bring the best of UBS’s resources to these important client segments.

                                  James has been with UBS since 2006, previously working in the WMA Banking Group to build banking, cash and lending solutions that meet the needs of High Net Worth and Ultra High Net Worth individuals and the Financial Advisors that support them. James has driven and executed strategies to expand securities-based lending, develop a proprietary credit card tailored to UBS's unique client base and helped to manage UBS’s deposit program, including pricing, sales, and product development programs.

                                  James holds a BS in Finance and Economics from New York University’s Stern School of Business.

                                  Outside of UBS, James is a member of the board of directors and co-treasurer for the Bronx Academy of Letters Foundation, supporting a public middle and high school in the poorest congressional district in the US, and enjoys experiencing travel and cultures different from his own. He also holds FINRA Series 7 license and Certified Exit Planning Advisor (CEPA®) designation.

                                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

                                Man looking in VR headset

                                Making sense of significant wealth

                                We can help you plan for it.

                                When you have created or inherited significant wealth, you have opportunities to pursue bold and meaningful undertakings. How do you make decisions that will guide you successfully forward, no matter what your goal?

                                We believe it’s all about connection. That’s why we are prepared to take that journey with you today, tomorrow, every step of the way.

                                Backed by the strength of UBS

                                A global leader in wealth management

                                $5+ trillion

                                In invested assets globally 
                                As of 11/07/2023

                                51 countries

                                Our global footprint

                                Global leader

                                UBS is a world-leading wealth manager

                                Insights