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 .
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Account Vice President
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.
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.
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.
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.