Now is the time to plan your future

Craig A. Pytleski, CAP, CFP

Financial Advisor

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.

Registered States:
  • AZ
  • CA
  • CO
  • FL
  • IA
  • IL
  • IN
  • KS
  • MI
  • MN
  • MT
  • NE
  • OK
  • TX
  • WA
  • WY

Education

  • Northwestern University, Graduate Certificate in Financial Planning
  • Nebraska Wesleyan University, Masters of Business Administration
  • University of Nebraska - Omaha, Public and Nonprofit Administration

Credentials

  • Chartered Advisor in Philanthropy®
  • CERTIFIED FINANCIAL PLANNER™
  • Institutional Consultant, UBS Institutional Consulting Program
  • Endowment & Foundation Consultant

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Legacy planning
Philanthropy
Professionals
Retirement planning
Multi-generational families
Cash management
Financial planning
Education planning
8415 Maddox Drive
Suite 101
Lincoln, NE 68520

Email Me