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 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.

    • Doane University, Bachelor - Finance and Economics
    • 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
      • Accredited Wealth Management Advisor℠
      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 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. 

      On our team, Katie focuses on our clients’ next generation. She helps educate and provide them with tools to ensure a successful financial future. She realizes the complex nature of building wealth and can help younger generations break down issues and concepts in an approachable, practical, and easy to understand manner. She’s also enjoying the tactical nature of trading and executes all trades on a day-to-day basis for our clients.

      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
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                Laura Ruiz

                Intern

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                  Laura is currently pursuing a double major in Economics and Finance at the University of Nebraska-Lincoln. On campus, she actively participates in Delta Sigma Pi, a professional business fraternity, and Letters of Love, an organization dedicated to spreading kindness through handwritten notes.

                  Originally from Miami, Florida, Laura moved to Sioux Falls, South Dakota at a young age. She often travels back to the sunny south to visit family and escape the cold northern winters.

                  In her free time, Laura volunteers at Bryan Health West Campus, offering her time and support to those in need. She has also enjoys attending concerts with her friends, staying active through regular exercise, and cherishing moments spent with her loved ones.

                        8415 Maddox Drive
                        Suite 101
                        Lincoln, NE 68520
                        laura.ruiz@ubs.com
                        Laura Ruiz
                        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.

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                      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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