Understanding

Comes from experience

Our team of professionals distinguishes itself with both financial experience and personal service. We strive to earn your loyalty through hard work, the right advice and a dedication to developing long-term relationships.

Dale Christenson

Senior Vice President–Wealth Management

Financial Advisor

Dale began his career with UBS and its predecessors in 1981. He earned a BA degree in 1979 from Augustana University and in 1981 earned his MBA degree from the University of South Dakota. He obtained his CERTIFIED FINANCIAL PLANNER™ designation in 1986. Dale is an Adjunct Professor at the University of Nebraska at Omaha College of Business and serves on an advisory board for the Department of Finance, Banking and Real Estate Law. He is a member of the Omaha Estate Planning Council. Dale has also been awarded honorary membership in the Financial Management Association. In 2016, Dale earned his Chartered Advisor in Philanthropy® designation. Dale serves as financial advisor to churches, nonprofit associations and foundations. He and his wife, Ann, have three children.

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • HI
  • IA
  • IL
  • KS
  • LA
  • MA
  • MD
  • MI
  • MN
  • MO
  • NC
  • NE
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • RI
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI

Recognized as an industry leader:

  • Barron's Top 1,200 Financial Advisors, 2015, 2018
    The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 

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

Education

  • Augustana University , BA
  • University of South Dakota, MBA

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Chartered Advisor in Philanthropy®
1 Valmont Plaza
Suite 300
Omaha, NE 68154

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Nathan Thomas

Senior Vice President–Wealth Management

Nate started in the financial services industry in 1998 with UBS. He focuses much of his efforts in the area of retirement planning and portfolio construction. In 2005, Nate received his CERTIFIED FINANCIAL PLANNERTM designation. Nate received his BA degree from Nebraska Wesleyan University, where he played basketball for four years. Outside the office, Nate enjoys spending time with his wife, Amanda, their two children and serving in his local church.

Registered States:
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • KS
  • KY
  • LA
  • MA
  • MD
  • MI
  • MN
  • MO
  • MS
  • NC
  • NE
  • NJ
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • RI
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

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

Education

  • Nebraska Wesleyan University, BA

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Senior Portfolio Manager
  • Wealth Advisor
13815 FNB Parkway
Suite 300
Omaha, NE 68154

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Ryan Hanson

Senior Vice President–Wealth Management

Financial Advisor

Ryan Hanson graduated from the University of Nebraska–Lincoln, with a bachelor’s degree in business administration. He started his financial services career at Merrill Lynch in 2001, where he worked as a Financial Advisor until joining UBS financial Services in 2008. Ryan is a Senior Portfolio Manager and has been a Certified Financial Planner™ since 2004. Ryan's areas of specialty include retirement planning, alternative investments and incorporating strategies into a client's portfolio that have historically been lowly or non-correlated to more traditional stock and bond only portfolios. Ryan enjoys hunting, fishing, gardening, spending quality time with his family and serving with his local church.

Registered States:
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • HI
  • IA
  • IL
  • KS
  • LA
  • MA
  • MD
  • MI
  • MN
  • MO
  • NC
  • NE
  • NJ
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

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

Education

  • University of Nebraska–Lincoln, Bachelor's degree in Business Administration

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Senior Portfolio Manager
1 Valmont Plaza
Suite 300
Omaha, NE 68154

Email Me

Jamin Hanson

Senior Vice President–Wealth Management

Financial Advisor

Jamin graduated from Nebraska Wesleyan University with a bachelor’s degree in business finance. He started his financial services career at Merrill Lynch in 2001, where he worked as a Financial Advisor until joining UBS Financial Services in 2008. Jamin is a Senior Portfolio Manager and specializes in financial planning and liability / liquidity management, including securities backed lending. In his free time, Jamin enjoys the outdoors, hunting, fly fishing, and spending quality time with his wife and two boys.

Registered States:
  • AK
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • HI
  • IA
  • IL
  • KS
  • LA
  • MA
  • MD
  • MI
  • MN
  • MO
  • NC
  • NE
  • NJ
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

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

Education

  • Nebraska Wesleyan University , Bachelor's degree in Business Finance

Credentials

  • Senior Portfolio Manager
1 Valmont Plaza
Suite 300
Omaha, NE 68154

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Laurisa Richter

Authorized Officer

Team Administrator

Laurisa has been in the financial services field since 2000. She earned her B.A. from Doane College in Crete, NE and hold Series 7, 24, 63 and 65 licenses as well as life, health and annuities licenses. Her time outside of the office is spent with her husband, Tim, and their two daughters. They enjoy going to the zoo and spending time outdoors.

Registered States:
  • AZ
  • CA
  • IA
  • IL
  • KS
  • NE
  • TX
  • WA

Education

  • Doane College in Crete, NE, B.A.
1 Valmont Plaza
Suite 300
Omaha, NE 68154

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Christine Harkendorff

Senior Client Associate

Christy has 29 years of experience in Wealth Management with 22 of those years being with UBS Financial Services Inc. Christy is a Senior Registered Client Service Associate. She focuses on client services, relationships and account maintenance. Christy has her Series 7 and 66 securities licenses. In her spare time she enjoys spending time with her husband Tony and sons John & Jarod.

Registered States:
  • AZ
  • CA
  • FL
  • IA
  • IL
  • KS
  • NE
  • TX
  • WA
1 Valmont Plaza
Suite 300
Omaha, NE 68154

Email Me

Janet Rush

Senior Client Associate

Janet Rush is a Senior Registered Client Service Associate and has been a vital part of our team since 1987. She focuses on client services, relationships and account maintenance. Janet has her Series 7 and 63 securities licenses. She enjoys spending time with her family and attending sporting events.

Registered States:
  • AZ
  • CA
  • CO
  • FL
  • IA
  • IL
  • KS
  • MN
  • NE
  • TX
  • WA
1 Valmont Plaza
Suite 300
Omaha, NE 68154

Email Me