A plan for today, tomorrow and generations to come

Outside Group Shot -Alissa, Katie, Chris, Matt

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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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.

  • Matt - 2024 Headshot

    Matthew Frederick, AWMA®, CRPC

    Financial Advisor

    Senior Portfolio Manager

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    • AK
    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • IA
    • ID
    • IL
    • IN
    • KS
    • MD
    • ME
    • MI
    • MN
    • MO
    • NC
    • NE
    • NJ
    • NM
    • NV
    • NY
    • OR
    • PA
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VT
    • 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, 2023, 2024, 2025The 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, 2023, 2024, 2025The 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.
    • UBS Wealth Management Director’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

      • Senior Portfolio Manager
      • Accredited Wealth Management Advisor℠
      • Chartered Retirement Planning Counselor
      Retirement planning
      Estate planning strategies
      Legacy planning
      Multi-generational families
      Philanthropy
      Impact investing
      Long-term care planning
      Business owners
      8415 Maddox Drive
      Suite 101
      Lincoln, NE 68520
      matt.frederick@ubs.com
      Matthew Frederick, AWMA®, CRPC
      8415 Maddox Drive,Lincoln,NE,68520
    • CWF - New

      Chris Freeman, AWMA®

      Investment Associate

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      • AK
      • CA
      • CO
      • CT
      • DC
      • FL
      • GA
      • IA
      • ID
      • IL
      • IN
      • KS
      • ME
      • MI
      • MN
      • MO
      • NC
      • NE
      • NJ
      • NM
      • NY
      • PA
      • SC
      • SD
      • TN
      • TX
      • VA
      • VT
      • WA
      • WI
      • WY

      Chris graduated from the University of Nebraska-Lincoln with a degree in Organizational Communication and has had the opportunity to work for several investment firms throughout the Midwest.  Chris has worked with the team for over 13 years and has been in the financial services industry for more than 20 years.  Chris’s responsibilities on the team include providing comprehensive wealth guidance and planning to select high net worth families as well as leading the Investment Committee and managing the investment portfolios.  Chris oversees the investment manager and due diligence process as well as the trading operations for the team.  Chris continually meets with various investment firms to access intellectual capital 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-20 and Keegan-9) and is active within the local community and has served on the boards of several local charities.  Chris is an avid tennis player and golfer and also enjoys anything to do with Husker athletics. 

        • University of Nebraska-Lincoln, Bachelor - Organizational Communication
          Investing
          Custom portfolios
          Asset allocation
          Alternative investments
          Structured products
          Cash management
          Equity plans
          Sustainable investing
          8415 Maddox Drive
          Suite 101
          Lincoln, NE 68520
          christopher.freeman@ubs.com
          Chris Freeman, AWMA®
          8415 Maddox Drive,Lincoln,NE,68520
        • Katie Headshot

          Katie Willoughby, AWMA®, CRPC

          Team Administrator

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

          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
            • Accredited Wealth Management Advisor℠
            • Chartered Retirement Planning Counselor
            Investing
            Education planning
            Philanthropy
            Securities-backed lending
            Retirement planning
            Banking
            Cash management
            Financial planning
            8415 Maddox Drive
            Suite 101
            Lincoln, NE 68520
            katie.willoughby@ubs.com
            Katie Willoughby, AWMA®, CRPC
            8415 Maddox Drive,Lincoln,NE,68520
          • Alissa Headshot

            Alissa Thiemann

            Client Associate

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              Alissa is a Client Associate for the Frederick Group.  She joined the team in January 2024 after spending seven years running and operating her dispatching company as a Logistics Coordinator.  Most of Alissa’s time outside of the office is spent enjoying lake life with her partner Adam and two daughters Addison –18 and Makenna – 14.  Alissa looks forward to providing excellent service and developing relationships with our clients.

                    Banking
                    Cash management
                    8415 Maddox Drive
                    Suite 101
                    Lincoln, NE 68520
                    alissa.thiemann@ubs.com
                    Alissa Thiemann
                    8415 Maddox Drive,Lincoln,NE,68520

                  A team ready for all stages of life

                  When it comes to your future, you want a team that's ready to help you through everything.

                  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.

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                  Wealth transfer across generations

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                  The good news is, you’re succeeding

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                  UBS Wealth Way

                  Wealth from your point of view

                  An approach that works for your entire financial life
                  Our framework is designed to help you turn your possibilities into a plan. It starts with questions and a conversation to uncover everything that's important to you—beyond your money and wealth. Then, we organize your financial life in a way that gives you confidence you’ll have what you need—when you need it.

                  Insights

                  A leader in wealth management

                  Backed by the strength of our parent company, UBS AG

                  $6 trn

                  UBS Group invested assets
                  As of 12/31/2024

                  #1

                  for High Net-Worth clients

                  Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022

                  More than 160 years

                  offering financial advice

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