Insight-based advice

Two people distant

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Train mountains

Pursuing your goals together

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.

  • Mark-Kersenbrock

    Mark Kersenbrock

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • AZ
    • CA
    • CO
    • FL
    • GA
    • IA
    • IL
    • KS
    • MA
    • MI
    • MO
    • MS
    • NC
    • NE
    • TX
    • VA

          1 Valmont Plaza
          Suite 300
          Omaha, NE 68154

        What did the Fed say?

        Retirement planning

        Retirement planning

        Multigenerational planning

        Multigenerational planning

        Legacy—Wealth for others

        For needs that go beyond your own—to help you improve the lives of others

        What will your legacy be?
        It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

        Learn more at ubs.com/wealthway.

        Backed by the strength of UBS

        A global leader in wealth management

        $2.8 trillion

        In invested assets globally 
        As of 06/30/2022

        51 countries

        Our global footprint

        Global leader

        UBS is a world-leading wealth manager