Experience

Makes all the difference

At Toth Wealth Management Group our commitment is to manage, grow and preserve your wealth as we build a long, personal and trusting relationship with you and your family.  

With a combined 70 years in the industry, we offer innovative insights and solutions tailored to your evolving needs. Our experienced advice is focused on:

Financial and retirement planning

Trust and Estate planning concepts

Investment advice and strategy

Investment research and analysis

With our team structure and UBS’ resources, we have a specialty niche in the areas of:

Business owner exit planning

Advising women through financial transition

 

Most of our client families have growing complex wealth and advisory needs. With an intentionally small practice, our business model is to serve a select number of households so we can provide attention to detail, direct accessibility and first class service- always delivered with professionalism and integrity.

We understand to be effective, our advice needs to be personal, reflecting you and your family, where you are today and where you’d like to be in the future. For us, serving our clients is the greatest of honor.

Christopher L. Toth, CFP, CEPA®

Senior Vice President–Wealth Management

Certified Exit Planning Advisor

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 .

Registered States:
  • 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

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2021, 2022The 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Credentials

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

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Grady Douglas Bishop III

Account Vice President

Financial Advisor

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.

Registered States:
  • AZ
  • CA
  • CO
  • FL
  • IA
  • IL
  • IN
  • KS
  • LA
  • MA
  • MN
  • MO
  • MT
  • NC
  • ND
  • NE
  • NM
  • NY
  • PA
  • TN
  • TX
  • UT
  • VA
  • WA
1 Valmont Plaza
Suite 300
Omaha, NE 68154

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Stephanie C. Holmgren, CDFA

Senior Wealth Strategy Associate

Certified Divorce Financial Analyst

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.

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

Credentials

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

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Nancy Mae Domenge

Team Administrator

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.

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

Credentials

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

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Carmon Erickson

Client Associate

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.

Registered States:
  • AZ
  • CA
  • FL
  • IA
  • IL
  • IN
  • MI
  • MN
  • MT
  • ND
  • NE
  • NM
  • PA
  • TX
  • VA
1 Valmont Plaza
Suite 300
Omaha, NE 68154

Email Me