Experience

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.

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.

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.

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. 

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.

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.

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.