Experience

Chris is a Certified Financial Planner® and Senior Portfolio Manager with over 30 years' experience.  He specializes in 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 ongoing industry certification and 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.

Chris, his wife Cristina and their twin daughters live at Westshores Lake where they enjoy lake life, family time, and a sort of country living. As an avid outdoorsman, Chris mostly enjoys bowhunting and saltwater fishing.  He and his family support several charitable organizations throughout the Omaha area, including St. Margaret Mary Church, Boys and Girls Clubs of the Midlands, The Stephen Center, and Heartland Food Bank.

Grady specializes in comprehensive wealth planning while building personal relationships with his clients and their families. With over 17 years of experience in the financial service industry he helps individuals and businesses 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 fish and golf in his spare time and spend time with his daughter Taylor.

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 and her husband Kyle live in Omaha with their two outstanding children, boisterous dogs, and a tortoise. When she's not assisting her clients, she enjoys traveling with her husband, creating paintings and sculptures in her home art studio, and volunteering at the Food Bank for the Heartland. Various other organizations are important to their family such as: Boys & Girls Club of the Midlands, Rejuvenating Women, and St. Vincent de Paul Catholic Church.

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 dog Pepper Potts. She especially loves being a grandma and sharing her love of music.

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.