Experience

Patrick offers over 28 years of experience in financial services and focuses on providing retirement, estate, income, insurance and education cost planning to individuals, families, business owners and foundations. He uses his knowledge and experience to help clients pursue and sustain financial independence and stability. A graduate of the University of Kansas, where he received his B.A., Patrick earned the CIMA® (Certified Investment Management Analyst^SM) accreditation from the Wharton School of Business.

Dan has worked in the financial services industry for more than 35 years as both an advisor and a branch manager.  He works directly with clients on portfolio management, equity and fixed income strategies.  Dan graduated from the University of Nebraska and was a letterman for the Cornhuskers.  Dan is involved with the Omaha Community Foundation, Omaha Bridges Out of Poverty, National Cowboy and Western Heritage Museum, Reining Horses, Fellowship of Christian Athletes and The University of Nebraska "N" Club.  Dan and his wife, Deb, have 3 children and 5 grandchildren.

John lends more than 35 years of investment experience to the team. He specializes in comprehensive asset and risk management while implementing retirement and estate planning strategies. Fully licensed in insurance as well as securities, John’s reviews and recommendations cover an extensive array of financial instruments. He earned his CIMA® accreditation from the Wharton School of Business and earned a B.S. from the University of Kansas.

Eric has been in the financial advisory business since 2003 and a member of the Total Wealth Management Group since 2008. He complements the team’s process and investment philosophy by offering thoughtful advice backed by a disciplined analysis of our clients’ goals and risk parameters. That same structured analysis is applied to a broad range of investment vehicles that may be utilized to construct risk-adjusted portfolios. He has an expertise in retirement planning working with families, business owners and foundations in managing financial assets to their stated goals.

Since starting with UBS in 2002, Scott has built a reputation of developing personalized client relationships and advising clients utilizing an objective, comprehensive approach to wealth management. Working primarily with high net worth individuals, he helps his clients grow and protect their wealth for not only themselves, but for future generations. Scott's other area of expertise is working with private and public corporations, insurance companies, and other institutions investing in money market securities characterized as short-term cash or cash equivalents and marketable securities in the taxable and tax-exempt fixed income markets. A native of Cincinnati, Ohio, Scott earned a Bachelor of Science Degree in Mechanical Engineering with a minor in Economics at Washington University in St. Louis, Missouri.

Penny brings over 35 years of client service experience to the group. She is responsible for processing administrative tasks that include entering security transactions and responding to client inquiries. She also works with Pat, John, Eric and Scott in preparing completed financial plans and investment proposals for clients. Penny attended Park University and earned her Series 7, 63 and 65 securities licenses, as well as life and health insurance licenses. She also received the AAMS® (Accredited Asset Management Specialist^SM) designation.

LaGina has over 27 years in the wealth management industry, and started her tenure at UBS working as the Market Administrative Officer over multiple branches before joining the Total Wealth Management Group in 2019. Her experience as an administrator brings a unique knowledge base of our internal systems that allows her to better service our clients. Having the opportunity to learn and grow in many different roles within each branch, she truly delivers the value of the firm for our team.

LaGina studied M.I.S. at The University of Oklahoma prior to obtaining a B.S.B.A. in Finance from Oklahoma State University. She is a holder of the Series 3, Series 7, Series 9, Series 10, Series 63 and Series 65 Securities licenses, and also holds life and health registrations from Kansas and Missouri.

Michelle has worked in the financial services industry since 1997.  She concentrates the majority of her time serving clients' needs and managing the administrative aspects of the practice.  Michelle received her Bachelor of Science degree in Business Administration from the University of Nebraska Omaha in 1997.  Michelle earned her Series 7 and Series 66 license in 1998.  She resides in Fort Calhoun with her husband Tim and two sons Cole and Carter and her granddaughter Aubree.  In her free time Michelle enjoys family time, being outdoors and boating.