Lincoln, NE Maddox Drive Office

Brittany Earl is a financial advisor at UBS Financial Services with one year of industry experience. She holds a Series 66 designation and previously worked at Bryan Medical Center and Southwest Baptist University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and capital market assumptions.

Leslie Evert is a financial advisor at UBS Financial Services with 11 years of industry experience. She holds the Series 66 designation and has been with UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor advice to clients’ goals and risk tolerances.

Mark Geist is a financial advisor with UBS Financial Services in Lincoln, Nebraska, holding a Series 66 credential and 21 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, Geist serves as secretary and interim treasurer at Maranatha Camp and is a board member of the Platte Institute, a charity focused on organizational governance and strategic planning. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm uses model-based asset allocations and proprietary research to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Jason Dworak is a financial advisor with UBS Financial Services in Lincoln, Nebraska, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, he is involved in real estate investments, including hotel development and ownership interests in commercial properties. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor solutions for clients.

Marcus Plouzek is a financial advisor at UBS Financial Services with eight years of industry experience. He has worked at UBS since 2018 and previously spent two years at CompanyCam. Outside of his advisory role, he is a 50% partner in Farm Fresh Produce, LLC, a business focused on garden mums and cut flowers, and serves as treasurer for the campaign of Nebraska legislator Suzanne Geist. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management. The firm integrates institutional trading capabilities with wealth management offerings, including fiduciary financial planning and a broad range of capital markets services.

Kirstie Madsen is a financial advisor at UBS Financial Services with five years of industry experience. She holds a Series 66 designation and has worked at UBS since 2021. In addition to her advisory role, she works as a registered nurse on the Youth Mental Health unit at Bryan Medical Center Hospital. She is also president and treasurer of Grace Gate Farm, a faith-based nonprofit offering alternative therapy programs for veterans. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocation to tailor financial plans. The firm provides a broad range of capital markets services alongside wealth management offerings.

David Meagher is a financial advisor at UBS Financial Services with four years of industry experience. He holds the Series 66 designation and has been with UBS since 2022. Prior to joining UBS, Mr. Meagher was involved in real estate through WRK Real Estate LLC for six years. UBS Financial Services Inc. serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans aligned with clients’ goals and risk tolerances.

Micah Dworak is a financial advisor at UBS Financial Services with seven years of industry experience. He previously worked at ICONIQ Capital and BlackRock Investments LLC. Outside of his advisory work, he serves as an assistant coach for the high school golf team at Lincoln Christian School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor investment plans aligned with clients’ goals and risk tolerances.

Sherry Tomes is a financial advisor with UBS Financial Services who holds Series 63 and Series 65 licenses and has 26 years of industry experience. She has been with UBS Financial Services Inc. since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances.

John Geist is a financial advisor at UBS Financial Services with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2009. He also serves as trustee of a family trust established for managing funds related to his late wife. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies to client goals.

Hannah Oliver is a Series 66-licensed financial advisor at UBS Financial Services with one year of industry experience. Prior to joining UBS, she worked in various roles including positions at Crescent Electric Supply Company, West Gate Bank, and Turpin Meadow Ranch. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans according to client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management, offering access to capital markets services alongside traditional advisory offerings.

Jenna Schulz is a financial advisor with UBS Financial Services in Lincoln, NE, holding Series 63 and Series 66 licenses and seven years of industry experience. She previously worked at TD Ameritrade for three years. Schulz is also the owner of a children’s fitness franchise, J.R. Fitness LLC DBA Stretch-n-Grow, though the business is not currently operating. UBS Financial Services serves individual, corporate, and institutional clients, offering a range of brokerage and investment advisory services that include financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, providing customized solutions based on proprietary research and model-based asset allocations.

Jeffrey K. Johnson is a Series 66 credentialed financial advisor with 22 years of industry experience. He has been with UBS Financial Services Inc. since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor investment plans.

Christopher Freeman is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds a Series 66 designation and has been with UBS since 2012. Outside of his advisory role, Freeman is active as a tennis official, officiating tournaments and matches in Nebraska. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining proprietary capital market research with tailored financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering diverse products and services through its comprehensive platform.

Brandon Woodhead is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds the Series 66 designation and has been with UBS since 2007. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers a wide range of capital markets services.