Retirement planning. It's about time.

It's never been more important to access resources and opportunities where you are, but also globally as well. As our client, you are supported by the powerful platforms and solutions of one of the world's leading wealth managers. You can be confident that we provide you with perspective that reaches across continents.

Architect at drawing table

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.

  • Michael Hamilton

    Michael Hamilton

    Senior Vice President–Wealth Management

    Financial Advisor

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  • Lindsay Mcnally

    Lindsay McNally

    Senior Client Service Associate

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  • Paul Robert Stover

    Paul Stover

    Wealth Strategy Associate

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  • Marcus Plouzek, CFP®, CEPA, AWMA®

    Wealth Planning Associate

    Marcus Plouzek joined UBS in 2018 as the UBS Wealth Planning Associate for the Midwest region. Prior to joining UBS, Marcus earned a well-rounded finance experience at various firms in private equity, commercial lending, corporate innovation and built a successful technology start up. Today, He is responsible for providing Financial Advisors and their clients with objective advice from the financial plan design, to strategies and implementation. His goal is always to help connect people's goals and dreams to their resources. Through a comprehensive financial plan, Marcus offers guidance to clients on topics such as retirement planning, higher education planning, insurance, long-term care, annuities, trust services, philanthropy and estate planning strategies.

    Marcus enjoys working with business owners in all phases of business and holds the Certified Exit Planning Advisor (CEPA) designation along with the coveted Certified Financial Planner (CFP®) and the Accredited Wealth Management Advisor (AWMA) designations.

    He earned his degree in finance from the University of Nebraska - Lincoln, and has obtained his Series 7 and 66 securities licenses as well as his annuity and life insurance licenses. Outside of the office, Marcus loves spending time with his wife, Alexa, his daughters and their families, friends and exploring new ideas, hobbies, skills and adventures.

Education financing

Education financing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

A way forward

Understanding your life, your wealth and what you want to accomplish.

We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

Let's talk about how we can help you plan for the life you want

Our approach incorporates Liquidity. Longevity. Legacy. strategies 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.

Backed by the strength of UBS

A global leader in wealth management

$3.1 trillion

In invested assets globally 
As of 03/31/2021

51 countries

Our global footprint

Global leader

UBS is the world's largest wealth manager
ADV Rating: as of 06/30/2020

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