Experience

Makes all the difference

We offer a holistic, planning-based approach that applies a disciplined process of discovery, evaluation, plan formulation, implementation and ongoing review. You are kept a part of the process every step of the way to help ensure our recommendations always reflect your goals and circumstances.

Each member of our team brings distinctive experience, skills and perspectives, combining to form a well-rounded team with over 65 years of aggregate experience. Together we offer such wealth management services as:

• Financial goals and retirement planning

• Estate and financial planning strategies

• Investment advice and strategy

• Portfolio and risk management

• Investment research and analysis

Jason Dworak CIMA®

Managing Director–Wealth Management

Financial Advisor

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.

Registered States:
  • 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

Recognized as an industry leader:

  • 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.

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

Credentials

  • Certified Investment Management Consultant

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

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™

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.

Registered States:
  • 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

Credentials

  • CERTIFIED FINANCIAL PLANNER™

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

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

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.

Registered States:
  • 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

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

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

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. 

Registered States:
  • 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

Credentials

  • Certified Private Wealth Advisor

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

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

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.

Registered States:
  • 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
8415 Maddox Drive
Suite 101
Lincoln, NE 68520

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Emilee Knudson

Client Associate

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

Email Me