$6.9 trn
UBS Group invested assets
As of 10/29/2025
By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
Mike is a Senior Vice President – Wealth Management, and the senior partner of Great Plains Wealth Management. He joined UBS through the Piper Jaffray acquisition and has been with the firm since 1995. Mike has Bachelors and Masters degrees from South Dakota State University where he also competed in track and field. Prior to joining Piper Jaffray, he managed several Barnes and Noble Bookstores. He sits on the Boards of Directors for the Howard Wood Dakota Relays, the Sioux Empire Hunger Relief Fund, and The Boys and Girls Clubs of the Sioux Empire. He is also active in youth sports and Junior Achievement. Mike is an avid hunter and fisherman, and enjoys traveling. His hometown is Sioux Falls where he lives with his wife Sandy. They have four adult children, two in-laws, and two grandchildren.
Aaron entered the financial services industry in 2006 as a Financial Advisor. In early 2012 he moved his business to UBS in an effort to provide his clients a broader suite of solutions and services. Being part of the Great Plains Wealth Management team has allowed Aaron to focus on helping clients pursue their ultimate financial goals and lifestyle.
Aaron is an active member of his church. In is off-time Aaron enjoys taking an active and supportive role in his daughters activities of water skiing and equestrian competitions. In addition, he enjoys getting in daily workouts and spending time practicing and playing guitar.
Aaron is a graduate of the University of North Dakota where he studied advertising and English.
Marty is a Financial Advisor at UBS and partner of Great Plains Wealth Management. He joined the firm in 2012 and has been in the financial services industry since 2010. Marty is a Mitchell, South Dakota native who attended Minnesota State University to study Finance and Economics.
Marty stays active in his community by serving on the Board of Directors for the South Dakota Symphony Orchestra. He has previously served as a Director for the Greater Sioux Falls Chamber of Commerce and a past Chair of the Greater Sioux Falls Chamber’s Young Professional Network. Marty is also a director for his family’s manufacturing business. He often lends a hand in a number of fundraising campaigns for local nonprofits, too.
Because of his own experience with family owned businesses, Marty has focused his financial practice around business owners to assist them with their unique needs. He holds the Certified Exit Planning Advisor designation, CEPA®.
A fun fact about Marty is after graduating from MNSU, he and his wife moved to Australia where they lived and worked for one year before moving back to South Dakota and settling in Sioux Falls, SD.
In his free time he enjoys traveling, working on cars and spending time with his wife and two kids at the lake.
Brittany joined the Great Plains Wealth Management team at UBS in 2021. As a Wealth Strategy Associate, providing the highest quality investment and financial planning advice to clients is her top priority, as well as providing operational support for the team.
Brittany is a Remsen, IA native who graduated from Northwest Missouri State University with a Bachelor’s degree in International Business. After graduating, she worked in Marketing and E-commerce while obtaining her Series 7 and 66 securities licenses, life and health insurance, and variable annuities licenses. She proudly served 9 years in the Army National Guard as a Military Police, rounding out her diverse experience.
In her off-time, Brittany enjoys the Sioux Falls bike trails, traveling with her husband and 3 kids, and taking an active role in her children's activities and interests.
Lana began her financial services career by joining Piper Jaffray in 1991. Through her 30+ years in financial services she has assisted clients and financial advisors with all manner of needs and services.
As a Senior Client Service Associate, Lana excels in responding to client's questions, needs and problems with answers and solutions. She holds Series 7, 8 and 63 securities licenses.
Lana, a native of Aberdeen, SD, graduated from Northern State University with a degree in business. She and her husband Kevin moved to the Sioux Falls area in 1991. She enjoys country living on an acreage west of Sioux Falls with her pets. She enjoys working on her acreage, golf, reading and time spent with friends and family.
Mike is a Senior Vice President – Wealth Management, and the senior partner of Great Plains Wealth Management. He joined UBS through the Piper Jaffray acquisition and has been with the firm since 1995. Mike has Bachelors and Masters degrees from South Dakota State University where he also competed in track and field. Prior to joining Piper Jaffray, he managed several Barnes and Noble Bookstores. He sits on the Boards of Directors for the Howard Wood Dakota Relays, the Sioux Empire Hunger Relief Fund, and The Boys and Girls Clubs of the Sioux Empire. He is also active in youth sports and Junior Achievement. Mike is an avid hunter and fisherman, and enjoys traveling. His hometown is Sioux Falls where he lives with his wife Sandy. They have four adult children, two in-laws, and two grandchildren.
Aaron entered the financial services industry in 2006 as a Financial Advisor. In early 2012 he moved his business to UBS in an effort to provide his clients a broader suite of solutions and services. Being part of the Great Plains Wealth Management team has allowed Aaron to focus on helping clients pursue their ultimate financial goals and lifestyle.
Aaron is an active member of his church. In is off-time Aaron enjoys taking an active and supportive role in his daughters activities of water skiing and equestrian competitions. In addition, he enjoys getting in daily workouts and spending time practicing and playing guitar.
Aaron is a graduate of the University of North Dakota where he studied advertising and English.
Marty is a Financial Advisor at UBS and partner of Great Plains Wealth Management. He joined the firm in 2012 and has been in the financial services industry since 2010. Marty is a Mitchell, South Dakota native who attended Minnesota State University to study Finance and Economics.
Marty stays active in his community by serving on the Board of Directors for the South Dakota Symphony Orchestra. He has previously served as a Director for the Greater Sioux Falls Chamber of Commerce and a past Chair of the Greater Sioux Falls Chamber’s Young Professional Network. Marty is also a director for his family’s manufacturing business. He often lends a hand in a number of fundraising campaigns for local nonprofits, too.
Because of his own experience with family owned businesses, Marty has focused his financial practice around business owners to assist them with their unique needs. He holds the Certified Exit Planning Advisor designation, CEPA®.
A fun fact about Marty is after graduating from MNSU, he and his wife moved to Australia where they lived and worked for one year before moving back to South Dakota and settling in Sioux Falls, SD.
In his free time he enjoys traveling, working on cars and spending time with his wife and two kids at the lake.
Brittany joined the Great Plains Wealth Management team at UBS in 2021. As a Wealth Strategy Associate, providing the highest quality investment and financial planning advice to clients is her top priority, as well as providing operational support for the team.
Brittany is a Remsen, IA native who graduated from Northwest Missouri State University with a Bachelor’s degree in International Business. After graduating, she worked in Marketing and E-commerce while obtaining her Series 7 and 66 securities licenses, life and health insurance, and variable annuities licenses. She proudly served 9 years in the Army National Guard as a Military Police, rounding out her diverse experience.
In her off-time, Brittany enjoys the Sioux Falls bike trails, traveling with her husband and 3 kids, and taking an active role in her children's activities and interests.
Lana began her financial services career by joining Piper Jaffray in 1991. Through her 30+ years in financial services she has assisted clients and financial advisors with all manner of needs and services.
As a Senior Client Service Associate, Lana excels in responding to client's questions, needs and problems with answers and solutions. She holds Series 7, 8 and 63 securities licenses.
Lana, a native of Aberdeen, SD, graduated from Northern State University with a degree in business. She and her husband Kevin moved to the Sioux Falls area in 1991. She enjoys country living on an acreage west of Sioux Falls with her pets. She enjoys working on her acreage, golf, reading and time spent with friends and family.
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.
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.

Year-end charitable giving
As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.
For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.
What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.
UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.
Watch the replay of the CIO House View monthly livestream for a conversation with Mark Haefele, GWM Chief Investment Officer, and David Lefkowitz, Head of US Equities, CIO Americas, hosted by Anthony Pastore, Head of Broadcast Communications, CIO Americas. Global equity markets have surged on the momentum of artificial intelligence, but investors now face a pivotal question: can AI drive economies to “escape velocity” and unlock a new era of growth, or will challenges like rising debt and persistent inflation slow progress? Our discussion will help you interpret the signals, seize opportunities, and build resilient portfolios for long-term success. For more insights, read CIO’s Year Ahead 2026 outlook.
December 04, 2025
For more than 160 years, UBS has proven its strength and guided clients through a wide range of market opportunities and financial challenges. Time and again, we’ve been tested and proven resilient, and our clients continue to put their trust in us and our wealth management expertise to help them achieve their goals. Today, UBS is stronger than ever.
$6.9 trn
UBS Group invested assets
As of 10/29/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
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