Let's move forward. Together.

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

Craig A. Pytleski, CAP, CFP

Financial Advisor
View bio
- AZ
- CA
- CO
- FL
- IA
- ID
- IL
- IN
- KS
- MI
- 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®
- CERTIFIED FINANCIAL PLANNER™
- Institutional Consultant, UBS Institutional Consulting Program
- Endowment & Foundation Consultant
Legacy planning

Philanthropy

Professionals

Retirement planning

Multi-generational families

Cash management

Financial planning

Education planning

8415 Maddox Drive
Suite 101
Lincoln, NE 68520

Craig A. Pytleski, CAP, CFP

Financial Advisor
View bio
- AZ
- CA
- CO
- FL
- IA
- ID
- IL
- IN
- KS
- MI
- 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®
- CERTIFIED FINANCIAL PLANNER™
- Institutional Consultant, UBS Institutional Consulting Program
- Endowment & Foundation Consultant
Legacy planning

Philanthropy

Professionals

Retirement planning

Multi-generational families

Cash management

Financial planning

Education planning

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.

Multi-generational families

Our team has experience helping families create a plan to pass on both their wealth and their values to their children with the goal of sustaining wealth over generations.

With an understanding of the family dynamics that can accompany multigenerational wealth, we are experienced in working with you and your family to develop a strategic plan to guide your decisions.

Our approach helps foster family communication and provide education across generations to help define and support your long-term vision for your wealth.

Advice for business owners and entrepreneurs

Foundations and endowments

Year Ahead 2023

A year of inflections

Following one of the toughest years in history for investors, CIO sets its sights on the Year Ahead. Entering what we expect to be a “Year of Inflections,” uncertainty remains high. But for investors with the ability to look through short-term noise, the difficulties of 2022 should make way for longer-term opportunities. Navigating these anticipated inflection points in 2023 will be key to investment success.

Learn more

Backed by the strength of UBS

A global leader in wealth management

Financial strength

Driving confidence.
Aa3 (stable) Moody’s
A+ (stable) Standard & Poor’s

UBS AG, long-term senior secured debt rating. As of 12/31/2022

More than 150 years

offering financial advice

Serving the next generation

Euromoney Private Banking and Wealth Management Survey, 2020-2022

Start the conversation

Are you a UBS Client?

Leave this empty: