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®

Managing Director–Wealth Management

Certified Exit Planning Advisor

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.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • FL
  • GA
  • IA
  • ID
  • IL
  • IN
  • KS
  • LA
  • MA
  • MN
  • MO
  • MS
  • MT
  • NC
  • ND
  • NE
  • NM
  • NV
  • NY
  • OH
  • OK
  • PA
  • PR
  • SD
  • TN
  • TX
  • UT
  • VA
  • WA

Recognized as an industry leader:

  • Barron's Top 1,200 Financial Advisors, 2025
    The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
  • Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024The 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.
  • Forbes Best-in-State Wealth Management Teams, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
  • UBS Wealth Management Chairman’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

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

Email Me

christopher.toth@ubs.com
Christopher L. Toth, CFP, CEPA®
13815 FNB Pky ,Omaha,NE,68154

Grady Douglas Bishop III, CEPA®

First Vice President–Wealth Management

Certified Exit Planning Advisor

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.

Registered States:
  • AZ
  • CA
  • CO
  • FL
  • IA
  • IL
  • IN
  • KS
  • LA
  • MA
  • MN
  • MO
  • MT
  • NC
  • NE
  • NM
  • OH
  • PR
  • TN
  • TX
  • UT
  • VA
  • WA

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Management Teams, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March 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
13815 FNB Parkway
Suite 300
Omaha, NE 68154

Email Me

grady.bishop@ubs.com
Grady Douglas Bishop III, CEPA®
13815 FNB Parkway,Omaha,NE,68154

Stephanie C. Holmgren, CDFA®,CFP®

Senior Wealth Strategy Associate

CERTIFIED FINANCIAL PLANNER®

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.

Registered States:
  • AZ
  • CA
  • CO
  • FL
  • IA
  • MN
  • MO
  • MT
  • ND
  • NE
  • NM
  • TX
  • UT
  • WA

Credentials

  • CERTIFIED FINANCIAL PLANNER®
  • Certified Divorce Financial Analyst
13815 FNB Parkway
Suite 300
Omaha, NE 68154

Email Me

stephanie.holmgren@ubs.com
Stephanie C. Holmgren, CDFA®,CFP®
13815 FNB Parkway,Omaha,NE,68154

Nancy Mae Domenge

Authorized Officer

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

Registered States:
  • CA
  • FL
  • IA
  • MO
  • ND
  • NE
  • TX
  • VA

Credentials

  • Certified Divorce Financial Analyst
13815 FNB Parkway
Suite 300
Omaha, NE 68154

Email Me

nancy.domenge@ubs.com
Nancy Mae Domenge
13815 FNB Parkway,Omaha,NE,68154

Carmon Erickson

Registered 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 is an active mentor through Teammates, enjoys being outdoors, making memories with her family, and she also teaches kickboxing .

Registered States:
  • AZ
  • CA
  • FL
  • IA
  • MN
  • ND
  • NE
  • NM
  • TX
  • VA
13815 FNB Parkway
Suite 300
Omaha, NE 68154

Email Me

carmon.j.erickson@ubs.com
Carmon Erickson
13815 FNB Parkway,Omaha,NE,68154

Delni Rasmussen

Client Associate

Delni (Del)  is a dedicated financial professional with over 7 years of experience in the securities industry. She holds FINRA  Series 7, 63, and 66 licenses,  and is equipped to provide exceptional service tailored to her clients’ unique goals. Del has spent her entire adult career in customer service-oriented roles, where her natural ability to build strong relationships adds to the white-glove customer experience she provides.

Before transitioning into the financial sector, Del worked in the healthcare field, gaining valuable insights into care, attention to detail, and understanding clients' diverse needs. This background has given her a unique perspective that she consistently delivers in her current role in finance.

Outside of her professional life, Del is a sports fan,  enjoys spending time outdoors  and cherishes the quality time she spends with her family.

Registered States:
  • NE
13815 FNB Parkway
Suite 300
Omaha, NE 68154

Email Me

delni.rasmussen@ubs.com
Delni Rasmussen
13815 FNB Parkway,Omaha,NE,68154

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