Senior Vice President–Wealth Management
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.
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.
Wealth Management Associate
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.