Experience

Chris is a Certified Financial Planner® and Senior Portfolio Manager with over 30 years' experience.  He focuses on holistic wealth management, personal financial planning and customized portfolio construction for high net-worth individuals and families. 

Chris and his team, with their business structure and training, are uniquely positioned to help women through financial transition.  He also has good experience, along with UBS' resources, to help business owners through exit planning. He takes a collaborative approach with his clients and their outside advisors, providing a comprehensive, team based experience.

Chris received his business degree from the University Nebraska -Lincoln, with personal training in all areas of wealth management. Prior to his team joining UBS in 2014, he spent 23 years at Wells Fargo and First Investors. He currently holds CFP® certification, CEPA exit planning ,FINRA Series 7, Series 66, along with Life insurance & Annuities.

Chris, his wife Cristina and their twin daughters live in the Sanctuary in Elkhorn.  Their daughters are in college at UNL, one in nursing and one in Business Finance.  As an avid outdoorsman, Chris mostly enjoys bowhunting and saltwater fishing.  He and his family support several charitable organizations throughout the Omaha area, including Faith Family Church, Omaha Home for Boys, The Stephen Center and Lydia’s house.

With more than 20 years of experience in the financial services industry, Grady is passionate about helping individuals, families, and business owners navigate important
financial decisions with confidence.

As a Certified Exit Planning Advisor® (CEPA®) and Senior Vice President of Wealth Management, he focuses on comprehensive wealth planning, investment management, financial planning, and custom lending solutions tailored to each client’s unique goals and circumstances.
Grady holds FINRA Series 7 and Series 66 registrations, along with Life and Annuities licenses.

He believes that successful financial planning begins with understanding what matters
most to each client and building relationships based on trust, communication, and personalized guidance. Known for his approachable style and commitment to service, Grady enjoys
helping clients create strategies designed to support their long-term financial well-being while navigating life’s milestones and transitions.

Outside of the office, Grady enjoys spending time with his daughter, Taylor, who remains the center of his world. Whether they’re making memories together or enjoying everyday moments, family is an important part of what motivates him both personally and professionally.
When he’s not working with clients, Grady can often be found on the golf course or out on the water pursuing his passion for fishing. He appreciates the patience, discipline, and enjoyment that both hobbies provide and values any opportunity to spend time outdoors. Whether helping clients plan for the future or enjoying time with family and friends. Grady brings a genuine, relationship-focused approach to everything he does. His dedication, experience, and personal commitment to those he serves have helped him build lasting relationships and become a trusted resource for clients seeking guidance through all stages of their financial lives.

Stephanie began her investment career in 2008 and became a member of the Toth Wealth Management family in 2012. She is a Certified Divorce Financial Analyst, CDFA® and Certified Financial Planner, CFP® who regularly elevates her knowledge base via continuing education in the practice areas of divorce counseling and estate/tax planning. Stephanie is a relationship manager who focuses on financial planning and investment guidance. Beyond her thorough approach to work, she excels at transparently communicating the complexities of wealth management to her clients. She sees the person behind the finances and brings an empathetic touch to her practice. Stephanie is passionate about empowering women to engage in their financial decision-making and committed to counseling clients through both the best and most difficult times of life.Stephanie dedicates herself to taking the fear out of finance. She approaches each client non-judgmentally and shares her knowledge generously to guide clients on a path to success.

Stephanie lives in Omaha with their two outstanding children, boisterous dogs, and a tortoise. When she's not assisting her clients, she enjoys traveling,creating paintings and sculptures in her home art studio, and volunteering at the Food Bank for the Heartland. Various other organizations are important to her.

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 currently holds FINRA Series 7, Series 66, along with Life insurance & Annuities, 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 dog Pepper Potts. She especially loves being a grandma and sharing her love of music.

Carter comes to us with experience in the securities industry.  He has built a solid foundation in finance and client service. He holds FINRA Series 7 and Series 66 licenses and earned his Finance degree from Miami University (Ohio). Originally from Rhode Island, Carter combines industry knowledge with a client-first approach, helping individuals and families feel supported, and confident as they work toward their financial goals. 

Outside of the office, Carter enjoys golf, cooking, traveling, and following Buffalo's professional sports teams.