A legacy for generations

Three generations in the front yard

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.

Father and teenage son on couch

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.

  • Craig Inside

    Craig Pytleski

    Financial Advisor

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    • AZ
    • CA
    • CO
    • IA
    • IN
    • KS
    • MN
    • MO
    • MT
    • NE
    • OK
    • WA
    • WY

    Craig’s personalized approach to wealth management and his broad professional experiences help clients simplify their lives. He brings over five years of investment management and financial planning experiences to UBS from a family-owned regional bank and trust company. Prior to his industry-specific experience, Craig managed multi-million-dollar capital campaigns and helped donors fulfill their philanthropic goals through giving and estate planning strategies. His greatest strength is his ability to build lasting relationships with clients, who he considers family.

    Craig grew up in a small farm town in Northeast Nebraska and learned the values of hard work and loyalty, as well as the essential role community plays in one’s life. He carries those learned values into his daily work with clients and their families. After earning a bachelor’s degree from the University of Nebraska – Omaha and a Master of Business Administration degree from Nebraska Wesleyan University, Craig and his wife, Megan, settled down in Lincoln. They are proud parents of four young boys and keep their schedule full with educational, athletic, community, and faith-based organizations. In their free time, the Pytleski family can be found outdoors with friends, golfing, or at the lake.

      • Northwestern University, Graduate Certificate in Financial Planning
      • Nebraska Wesleyan University, Masters of Business Administration
      • University of Nebraska - Omaha, Public and Nonprofit Administration
      • Chartered Advisor in Philanthropy®
      Legacy planning
      Philanthropy
      Professionals
      Retirement planning
      Multi-generational families
      Cash management
      Financial planning
      Education planning
      8415 Maddox Drive
      Suite 101
      Lincoln, NE 68520
    • Claire Inside

      Claire Pohlen

      Client Associate

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        Claire’s greatest strength is her relationships with the families we serve. She helps create a simplified and effortless client experience by leveraging technology and building efficiencies. 

        Claire grew up in Lincoln and attended Pius X High School and the University of Nebraska. She’s passionate about serving in many faith-based and community activities. When not at work, you can find Claire walking her beloved Cavapoo, Frankie. A natural event coordinator, her living room is typically hosting a social gathering of some sort. She is also the proud aunt of eight nieces and nephews. 

          • University of Nebraska - Lincoln, Education and Human Sciences
            8415 Maddox Drive
            Suite 101
            Lincoln, NE 68520

          A focus on personalized access and service

          Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

          Multigenerational planning

          Multigenerational planning

          Education Financing

          Education financing

          Business transition and succession planning

          Business transition and succession planning

          What's your vision?

          We can help you bring your vision to life.

          Our 150-year heritage of managing the wealth of generations of the world’s visionaries—creative thinkers, driven doers, legacy builders—is a testament to our passion for what we do.

          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