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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    • AL
    • AR
    • AZ
    • CA
    • CO
    • FL
    • GA
    • IA
    • ID
    • IL
    • IN
    • KS
    • MA
    • MD
    • MI
    • MN
    • MO
    • NE
    • NH
    • NJ
    • NM
    • NY
    • OH
    • OK
    • OR
    • PA
    • RI
    • SC
    • SD
    • 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.

      • University of Nebraska
        13815 FNB Parkway
        Suite 300
        Omaha, NE 68154-5220
      • Jim Photo

        Jim Largen

        Financial Advisor

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        • AL
        • AZ
        • CA
        • CO
        • FL
        • GA
        • IA
        • ID
        • IL
        • IN
        • KS
        • MA
        • MD
        • MI
        • MN
        • MO
        • NE
        • NH
        • NM
        • NY
        • OH
        • OR
        • PA
        • SC
        • SD
        • 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
          • Michelle-Gochanour

            Michelle Gochanour

            Wealth Management Associate

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            • CO
            • FL
            • IA
            • KS
            • 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

              What did the Fed say?

              Retirement planning

              Retirement planning

              Multigenerational planning

              Multigenerational planning

              Legacy—Wealth for others

              For needs that go beyond your own—to help you improve the lives of others

              What will your legacy be?
              It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

              Learn more at ubs.com/wealthway.

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              As of 06/30/2022

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