Pursue what matters most

Confidence for today, tomorrow and generations to come

Toth March 2021

In today's economy, good financial advice is critical. That’s why it’s important to work with a team of dedicated Financial Advisors committed to listening to you, understanding your concerns and helping you make sure all aspects of your financial life are aligned. We strive to provide advice tailored to your individual circumstances and all you'd like your wealth to achieve.

Talk to us about how we can help you embrace your financial future with confidence.

Chess board

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.

Retirement planning

Who we work with

A team approach

Helping women take charge

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.

  • Christopher Toth

    Christopher L. Toth, CFP, CEPA®

    Senior Vice President–Wealth Management

    Certified Exit Planning Advisor

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    • AL
    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • IA
    • IL
    • IN
    • KS
    • LA
    • MA
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • ND
    • NE
    • NM
    • NY
    • OK
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA

    Chris grew up in Bellevue, NE and received his degree from the University of Nebraska Lincoln. He began his career as an advisor with First Investors and spent 16 years with Wells Fargo Advisors. His team joined UBS in January 2014. As a Certified Financial Planner® and Senior Portfolio Manager with UBS, Chris specializes in holistic wealth management, personal financial planning and customized investment management to serve affluent clients for more than 25 years.

    Chris and his wife Cristina live at Westshores Lake in Omaha with their twin daughters and enjoy traveling, being active outdoors and hunting in the Midwest. They belong to the International Food and Wine Society, St Margaret Mary church and support several charitable causes in Omaha .

    • Forbes Best-in-State Wealth Advisors, 2021, 2022The Forbes rating is awarded annually in January or February and is based on information from June of the prior year to June of the award year. 

      • Certified Exit Planning Advisor
      • CERTIFIED FINANCIAL PLANNER™
      13815 FNB Pky
      Suite 300
      Omaha, NE 68154
    • Grady Bishop

      Grady Douglas Bishop III

      Account Vice President

      Financial Advisor

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      • AZ
      • CA
      • CO
      • FL
      • IA
      • IL
      • IN
      • KS
      • LA
      • MA
      • MN
      • MO
      • MT
      • NC
      • ND
      • NE
      • NM
      • NY
      • PA
      • TN
      • TX
      • UT
      • VA
      • WA

      Grady specializes in comprehensive wealth planning while building personal relationships with his clients and their families. He comes to UBS with 13 years of experience in financial services helping individuals plan for their future. He specializes in financial planning, investment management and custom lending. Grady is fully FINRA registered and holds licenses in Series 7, 66, Life and Annuities.  He loves to play golf in his spare time, and as a devoted father is motivated by his family to be an integral part of our community.

            1 Valmont Plaza
            Suite 300
            Omaha, NE 68154
          • Stephanie Holmgren

            Stephanie C. Holmgren, CDFA

            Senior Wealth Strategy Associate

            Certified Divorce Financial Analyst

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            • AZ
            • CA
            • CO
            • FL
            • IA
            • IL
            • IN
            • MI
            • MN
            • MO
            • MS
            • MT
            • ND
            • NE
            • NM
            • PA
            • TX
            • UT
            • VA
            • WA

            Stephanie started in the investment business in 2008 and joined Toth Wealth Management in 2012.  She is fully licensed and her responsibilities center around financial planning, investment research and client coordination. She is passionate about helping clients achieve their life goals and empowering women to get involved in their finances. Stephanie and her husband Kyle live in Omaha with their two children, dogs and a tortoise. They like to travel, watch sports and get involved in the Omaha community.

                • Certified Divorce Financial Analyst
                1 Valmont Plaza
                Suite 300
                Omaha, NE 68154
              • Nancy Domenge

                Nancy Mae Domenge

                Team Administrator

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                • AZ
                • CA
                • FL
                • IA
                • IL
                • IN
                • MI
                • MN
                • MT
                • ND
                • NE
                • NM
                • PA
                • TX
                • VA

                Nancy has over 30 years of experience in the banking and financial service industry and joined Chris' team in 2012 while at Wells Fargo Advisors. She is fully licensed and her primary responsibilities on the team include client service/coordination and operational support. She grew up in Modesto, California and moved to Bellevue, NE in the 80's. She enjoys spending time with her husband Rick and their blended families, including their two dogs. She especially loves being a grandma and sharing her love of music.

                    • Certified Divorce Financial Analyst
                    1 Valmont Plaza
                    Suite 300
                    Omaha, NE 68154
                  • Carmon Erickson

                    Carmon Erickson

                    Client Associate

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                    • AZ
                    • CA
                    • FL
                    • IA
                    • IL
                    • IN
                    • MI
                    • MN
                    • MT
                    • ND
                    • NE
                    • NM
                    • PA
                    • TX
                    • VA

                    Having over 25 years experience in the financial services, from working in banking to investment services, Carmon has a wealth of knowledge when it comes to financial services.   She is fully securities licensed and prepared to help clients with their service and planning needs.   In Carmon’s spare time, she teaches kickboxing, enjoys being outdoors and making memories with her family.

                          1 Valmont Plaza
                          Suite 300
                          Omaha, NE 68154

                        Backed by the strength of UBS

                        A global leader in wealth management

                        $2.8 trillion

                        In invested assets globally 
                        As of 06/30/2022

                        51 countries

                        Our global footprint

                        Global leader

                        UBS is a world-leading wealth manager