Lasting relationships. For all that matters

Generational Family on Beach

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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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.

  • Neunuebel

    James Neunuebel

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AR
    • AZ
    • CA
    • CO
    • FL
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • MD
    • MI
    • MO
    • MS
    • NC
    • NE
    • NJ
    • NM
    • NV
    • NY
    • OK
    • PA
    • SD
    • TN
    • TX
    • VA
    • WA

    CPWA®, CRPS®, CEPA®

    CRD#1798404

     

    Insights grounded in experience

     Over more than 30 years in financial services, Jim has been singularly dedicated to the well-being of his clients. Working one-on-one with a select group of affluent individuals, business owners and multigenerational families, Jim has always believed a comprehensive, transparent plan is the best way to build confidence and drive a long-term investment strategy. He is focused on helping to maintain the quality of his clients' lives by never losing sight of what really matters.

     Prior to joining UBS in 2014, Jim spent 26 years at Merrill Lynch in Kansas City, MO. He brings this broad experience to developing investment strategies tailored to each client's goals. Jim has earned the Certified Private Wealth Advisor (CPWA®) designation as well as becoming one of a small number of UBS Financial Advisors who holds the UBS Wealth Advisor designation. In addition, Jim has his Certified Retirement Plan Specialist (CRPS®) designation and his Certified Exit Planning Advisor (CEPA®) designation. He earned both his B.S.B.A. degree in finance and M.B.A. in finance from the University of Missouri – Columbia.

     Beyond his deep understanding of the markets, Jim looks holistically at each clients' financial picture to understand the right investment mix for their unique situation. He is dedicated to the specialized needs of businesses and individuals. This includes business transition planning, retirement plan advisory services, risk and debt analyses,  estate planning strategies and philanthropy. With the right plan in place, Jim feels great satisfaction knowing he has helped his clients bring order to their investments and simplify their entire lives.

     

     

        • Senior Portfolio Manager
        One Hallbrook Place, Suite 300
        11150 Overbrook Road
        Leawood, KS 66211
      • Chaney

        Karen Chaney

        Senior Client Associate

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        • AZ
        • CA
        • CO
        • FL
        • IA
        • IN
        • KS
        • MO
        • NE
        • NY
        • OK
        • TN
        • TX

        Karen Chaney joined UBS Financial Services in 2014. She had previously been employed at Merrill Lynch since 1980, where she held various positions in operations as well as her current position as client service associate.   

         

        Karen is the Senior Client Service Associate for the Neunuebel Group. She started her career at Merrill Lynch in 1980 where she worked in the operations department and then as a Client Service associate.  Karen assists clients with their day-to-day service inquiries as well as taking care of the team’s administrative duties.  Her dedication to clients is evident by her strong interpersonal skills as well as her organizational skills.  Karen has her Series 7, 63 and 65 licenses so she is able to assist at any time a client needs to place an order.

         

        Karen and her husband John reside in Merriam, Ks with pets Jack and Murry! Karen is involved in supporting City Union Mission as well as SPCA.

              One Hallbrook Place, Suite 300
              11150 Overbrook Road
              Leawood, KS 66211
            • Andrea Vonk

              Andrea Vonk

              Client Associate

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                Meet Andrea, one of the newest additions to the Neunuebel Group. She was hired on in July of 2021. A Michigan native who has made stops in both California and Kansas, Andrea is a Married mother of 3 and is currently settled down in Lee’s Summit, MO. Whether at work or home Andrea is passionate about  her community, pouring into the lives of others, and building relationships.  She has over 10 years of professional experience with a software startup  company working in both client relations and data analysis. She also devotes much of her time and energy to investing in her community by being an active member of the Parent Teacher Association at her children’s school and by serving in her local church. She enjoys evenings in the driveway with neighbors, spending time outdoors with her family, and soaking up the sun at the beach or by the pool. During her free time, you can find her at a local coffee shop enjoying espresso and closely examining her planner to try to squeeze in all that life has to offer. She is  grateful to be with UBS and excited to see where this new adventure leads  her.

                      One Hallbrook Place, Suite 300
                      11150 Overbrook Road
                      Leawood, KS 66211
                    Retirement planning

                    Retirement planning

                    Multigenerational planning

                    Multigenerational planning

                    How can you be more certain in an uncertain market?

                    Let's put your plan in place, for today, tomorrow and for generations to come

                    You don't have to let market volatility get in the way of your long-term goals. Through the plan we create together, we can help you pursue what matters most.

                    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

                    Insights