A plan for today, tomorrow and generations to come

• AK
• AZ
• CA
• CO
• CT
• DC
• DE
• FL
• GA
• IA
• ID
• IN
• KS
• MD
• ME
• MI
• MN
• MO
• NC
• NE
• NM
• NV
• NY
• OR
• PA
• SC
• SD
• TN
• TX
• UT
• VA
• WA
• WI
• WY

Matt had a passion for the world of finance growing up which led him to acquire his two degrees in Economics and Finance. After spending 9 years at Hartford right out of college in their investment products marketing division he decided to strive for a career in wealth management so he would have the opportunity to make a more direct impact on his client’s lives.

Today, Matt has been in the financial services industry for over 20 years, advising clients through an increasingly changing economic environment. He holds his Accredited Wealth Planning Associates SM (AWPA) and Chartered Retirement Planning Counselor SM (CRPC) through the College for Financial Planning and is a Senior Portfolio manager through UBS. Matt has significant expertise and extensive experience with high-net-worth clients, analyzing their situation and working with them to develop a custom plan that fits their needs and aspirations. He does not have a base plan for recommendations and believes each client and family is incredibly unique. Designing and implementing your plan is just the beginning. We review with our clients regularly to make sure that as life events change, your plan also evolves over time.

Matt’s strong values for helping people, especially families, pushed him to limit his client size to be able to provide exceptional service for all.  Matt has worked with clients to prepare their plan to work through many market cycles. During good times and bad, Matt and his team will be there to provide guidance and advise. His values have also made him, his wife clover, and his two children incredibly active in many philanthropic and community organizations. Matt’s currently a board member for the Lincoln YMCA on their finance committee and had served previously for 16 years on the Y’s Youth Sports Committee.

• Forbes Best-in-State Wealth Advisors, 2022, 2023The 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.
• Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• Senior Portfolio Manager
• Accredited Wealth Management Advisor℠
• Chartered Retirement Planning Counselor℠

8415 Maddox Drive
Suite 101
Lincoln, NE 68520

• AK
• AZ
• CA
• CO
• CT
• FL
• GA
• IA
• IN
• KS
• MD
• ME
• MI
• MN
• MO
• NE
• NM
• NV
• NY
• OK
• OR
• SC
• SD
• TN
• TX
• VA
• WA
• WI
• WY

For over 15 years, Justin has been providing comprehensive wealth management and multigenerational advice to individuals, families, business owners and retirees.  He began his investment career in 2007 at Wells Fargo Advisors and joined the Frederick Group at UBS in 2018.  He has been in Financial Services for over 20 years dating back to 1999 when he began in lending with Wells Fargo which has afforded him the experience of guiding clients through all types of market cycles.  Justin works with his clients to assist them with their financial and retirement planning, portfolio construction, asset allocation and risk management by utilizing the depth and breadth of UBS thought leadership and global expertise.

His goal of understanding each client's unique set of goals and values has guided him to live by the following mantra.  "Success has nothing to do with what you gain in life or accomplish for yourself.  It's what you do for others.   -Danny Thomas

 

Experience

• Wells Fargo Advisors- Financial Advisor
• Wells Fargo Home Mortgage- Mortgage Consultant

 

Achievements

• Accredited Wealth Management Advisor
• Vice President - Wealth Management

 

 Volunteer Activities

Justin serves the community through previous Board positions and committee involvement

• Lincoln Children's Museum
• Lincoln East Booster Club
• United Way
• Various committees with St Michaels 

 

Life

• Outside of work Justin enjoys spending time with his wife, Kelly, and their two boys, Brendan and Dylan.
• He enjoys travelling, playing golf, attending Husker athletic events or taking in a concert with friends.

• Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• Accredited Wealth Management Advisor℠

8415 Maddox Drive
Suite 101
Lincoln, NE 68520

• AK
• AZ
• CA
• CO
• FL
• GA
• IA
• ID
• MI
• MO
• NE
• NY
• PA
• SD
• TN
• TX
• WA
• WY

Chris graduated from the University of Nebraska-Lincoln and has had the opportunity to work for several investment firms throughout the Midwest.  Chris has worked with the team for over 10 years and has been in the financial services industry for more than 17 years.  Chris’s responsibilities on the team include managing the investment portfolios, conducting manager and investment due diligence and he also handles the trading operations for the team. Chris has access to intellectual capital from top investment firms and applies that research along with his own expertise of a holistic and tax sensitive approach to manage investments for the clients and provide them with unique solutions that fit their specific goals and objectives.

Chris is married to his wife Heather and has two children (Ava-17 and Keegan-6) and is active within the local community.  Chris is an avid tennis player and golfer and also enjoys anything to do with Husker athletics.

8415 Maddox Drive
Suite 101
Lincoln, NE 68520

• CO
• FL
• GA
• IA
• IN
• ME
• MI
• MO
• NE
• NY
• SD
• TN
• TX
• UT

Miles joined the team as an intern in 2020. He graduated in May, 2021 from the University of Nebraska-Lincoln with a degree in Finance and concentration in investments. Having already completed his Series 7 and Series 66 examinations, Miles joined the team full-time as a Client Service Associate.

Since joining full-time Miles has acquired his Nebraska Life and Health Insurance license, and holds the Accredited Wealth Management Advisor (AWMA™) and Chartered Retirement Planning Counselor (CRPC™) designations. He plans to continue to provide a positive experience for clients with all of their administrative and wealth management needs.

Miles enjoys going on bike rides and spending time with friends and family. 

• University of Nebraska - Lincoln, Bachelors - Investment Finance: 2017 - 2021

• Accredited Wealth Management Advisor℠
• Chartered Retirement Planning Counselor℠

8415 Maddox Drive
Suite 101
Lincoln, NE 68520

Katie recently graduated a year early with highest distinction from the University of Nebraska-Lincoln where she majored in Finance (with a focus on investments) and minored in Economics. Katie was president of both UNICEF and Economics club on campus and was a member of Wall Street Scholars of Nebraska Club, Big Red Investment Club, and Kappa Alpha Theta. Throughout her college experience she had experience working for an investment bank as well as interning with our team for over a year. 

Katie feel’s giving back to the community is important and regularly volunteers for CASA.  She has also been on a mission trip where she helped build houses for those who lost theirs in Hurricane Harvey and plans to go on more mission trips as a leader.

In her free time, Katie enjoys playing sand volleyball, tennis, and learning to golf. Over the summers, she likes to spend her weekends sailing with her dad, who she won 1st place in the State Games of America with. Katie is also from Montreal Quebec in Canada and looks forward to visiting family there once a year.

• University of Nebraska - Lincoln, Bachelor - Investment Finance and Economics: 2019 - 2022

8415 Maddox Drive
Suite 101
Lincoln, NE 68520