Lasting relationships. For all that matters

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With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

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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.

  • Dan-Lindstrom

    Dan Lindstrom

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AZ
    • CA
    • CO
    • DE
    • FL
    • GA
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MT
    • NC
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • SC
    • SD
    • TN
    • TX
    • VA
    • WA
    • WI

    Dan has worked in the financial services industry for more than 35 years as both an advisor and a branch manager. He works directly with clients on portfolio management, equity, and fixed income strategies. Dan graduated from the University of Nebraska and was a letterman for the Cornhuskers. Dan is involved with the Omaha Community Foundation, Omaha Bridges Out of Poverty, National Cowboy and Western Heritage Museum, Reining Horses, Fellowship of Christian Athletes, and The University of Nebraska "N" Club. Dan and his wife, Deb, have 3 children and 7 grandchildren.

    • Forbes Best-in-State Wealth Advisors, 2024The 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.

    • University of Nebraska
      13815 FNB Parkway
      Suite 300
      Omaha, NE 68154-5220
      dan.lindstrom@ubs.com
      Dan Lindstrom
      13815 FNB Parkway,Omaha,NE,68154-5220
    • Jim Photo

      Jim Largen

      Financial Advisor

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      • AK
      • AZ
      • CA
      • CO
      • DE
      • FL
      • GA
      • IA
      • ID
      • IL
      • IN
      • KS
      • KY
      • LA
      • MA
      • MD
      • ME
      • MI
      • MN
      • MO
      • MT
      • NC
      • NE
      • NH
      • NJ
      • NM
      • NV
      • NY
      • OH
      • OK
      • OR
      • PA
      • SC
      • SD
      • TN
      • TX
      • VA
      • WA
      • WI

      Jim joined the Lindstrom Group in 2021 and works directly with clients on financial planning, tax efficient investing, and multigenerational wealth transfers. Prior to joining UBS, Jim worked for Deloitte as a tax attorney, specializing in tax saving strategies and alternative investing. Jim received his Bachelor of Science degree in Economics from the University of Nebraska and his law degree from the University of Denver Sturm College of Law. Jim lives in Omaha with his wife Sophie and their young son Owen.

        • University of Nebraska, B.S. Economics
        • University of Denver Sturm College of Law, JD
          13815 FNB Parkway
          Suite 300
          Omaha, NE 68154- 5220
          jim.largen@ubs.com
          Jim Largen
          13815 FNB Parkway,Omaha,NE,68154- 5220
        • Michelle-Gochanour

          Michelle Gochanour

          Authorized Officer

          Business Risk Specialist

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          • CO
          • FL
          • IA
          • MO
          • NE
          • SC

          Michelle has worked in the financial services industry since 1997. She concentrates the majority of her time serving clients' needs and managing the administrative aspects of the practice. Michelle received her Bachelor of Science degree in Business Administration from the University of Nebraska Omaha in 1997. Michelle earned her Series 7 and Series 66 license in 1998. In her free time Michelle enjoys family time, being outdoors, and boating.

            • University of Nebraska Omaha, B.S. Business Administration
              13815 FNB Parkway,
              Suite 300
              Omaha, NE 68154-5220
              michelle.gochanour@ubs.com
              Michelle Gochanour
              13815 FNB Parkway, ,Omaha,NE,68154-5220

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            UBS and Credit Suisse—stronger than ever

            Global Wealth Report 2024

            Crafted wealth intelligence

            Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

            Gain additional insights into the trends shaping wealth in the US and around the world.

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            $5.8+ trn

            UBS Group invested assets
            As of 03/31/2024

            51 countries

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            UBS is a leading and truly global wealth manager

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