Experience

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.

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. 

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. 

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.

Garrett is a graduate of Bellevue University’s cohort program, where he focused on Business Science. He began his career in the financial services industry in 2021 at TD Ameritrade, starting in an unlicensed role. After earning his SIE, Series 7, and Series 63 licenses, Garrett advanced to a front-line Broker position, assisting clients with their brokerage accounts and delivering high-quality service.

After two years, Garrett was promoted to TD Ameritrade’s Trade Desk as a Trader I specialist, where he supported clients with more complex trading requests and continued to strengthen his market expertise.

Seeking to broaden his industry knowledge, Garrett later transitioned to Pacific Life as a Customer Service Specialist II within their life insurance department. In this role, he gained valuable hands-on experience supporting policyowners, including placing trades within variable universal life (VUL) policies, explaining illustrations, and addressing questions related to policy features and riders.

Today, Garrett brings his diverse financial services background to UBS as part of the Frederick Group, where he is focused on delivering exceptional client service and continuing to grow his expertise in wealth management.

Outside of work, Garrett enjoys spending time with his two nieces. He also stays active by hiking and kayaking at Lake Zorinsky, especially in the early morning hours.

Garrett is known for going above and beyond for clients, and his strong work ethic and commitment to continuous learning make him a valuable member of the UBS Frederick Group team.

Ky joined the UBS Frederick Group as an intern in June 2026. He is currently pursuing his undergraduate degree at Simpson College, with plans to graduate in 2029.

In addition to his academic pursuits, Ky is a collegiate swimmer, demonstrating strong discipline, teamwork, and a commitment to excellence—qualities he brings to his role with the team.

Outside of the office, Ky enjoys talking about cars, trying new places for ice cream, and spending time with friends and family. His positive attitude and eagerness to learn make him a great addition to the UBS Frederick Group team.