Omaha, NE One Valmont Plaza Office

Diane Adams is a financial advisor at UBS Financial Services with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at UBS since 2019. Prior to that, she spent six years with Gemini Fund Services, LLC and Northern Lights Distributors, LLC. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management through its role as a broker-dealer, investment adviser, and futures commission merchant.

Eric Butler is a financial advisor with UBS Financial Services in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at UBS Financial Services since 1989 and also has a longstanding history with Salomon Smith Barney Inc. Butler serves as a school board member at St. Patrick's Catholic School and is a shareholder in an agricultural business focused on corn and bean farming. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, combining institutional trading capabilities with wealth management. The firm utilizes proprietary research and model-based asset allocation to tailor investment strategies aligned with clients’ goals and risk tolerances.

Mark Brittan is a financial advisor with UBS Financial Services in Omaha, NE, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He has been with UBS Financial Services since 2005. 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 and uses proprietary research and model-based asset allocations to tailor client plans.

Kelley Tatreau is a financial advisor at UBS Financial Services with 40 years of industry experience. She holds Series 63 and Series 65 registrations and has been with UBS since 2013. 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 and provides proprietary research, capital markets services, and affiliated banking programs.

Michele Otto is a financial advisor at UBS Financial Services with 25 years of industry experience. She has been with UBS since 2006 and previously worked at U.S. Bancorp Piper Jaffray Inc. beginning in 1996. Otto holds Series 63 and Series 66 designations and is based in Omaha, NE. UBS Financial Services Inc. 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, offering a range of capital markets services alongside proprietary research and banking products.

Joshua Moorhead is a Series 66-registered financial advisor with UBS Financial Services in Omaha, NE, possessing four years of industry experience. His background includes roles at Ernst & Young, Northwestern Mutual, and Greystar Residential. Outside of his advisory work, he serves as a soccer referee for youth, high school, and college games. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, combining proprietary research and model-based asset allocations to tailor financial plans. The firm offers a broad range of capabilities, including institutional trading, wealth management, and capital markets services.

Michael Beaulieu is a CFP® with three years of industry experience currently serving as a financial advisor at UBS Financial Services. Prior to joining UBS, he worked at SMART Wealth, Retire SMART, and Ameritas Advisory Services, among other firms. He is based in Omaha, NE. 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 uses proprietary research and model-based asset allocations to customize client plans.

Nathan Thomas is a financial advisor with UBS Financial Services in Omaha, NE, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has been with UBS since 1998. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of services such as custody, underwriting, and proprietary research.

John Fox is a financial advisor at UBS Financial Services with 40 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 2013. Based in Omaha, NE, his background includes a long tenure in the financial services sector. UBS Financial Services 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 leverages proprietary research and model-based asset allocations to tailor strategies to clients' goals and risk tolerances.

Ryan Haney is a financial advisor with UBS Financial Services in Omaha, Nebraska, holding a Series 66 designation and 25 years of industry experience. He has been with UBS since 2013. Haney serves as an advisor to the Bags of Fun Omaha/Gabby Krause Foundation, providing guidance to an organization that supplies backpacks filled with toys to children undergoing long-term hospital stays. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including portfolio management and financial planning. The firm integrates institutional trading capabilities with wealth management, leveraging proprietary research and a broad platform to tailor solutions to client goals.

Ryan S. Hanson is a financial advisor with UBS Financial Services in Omaha, NE, holding Series 65 and Series 66 licenses and bringing 25 years of industry experience. He has been with UBS since 2008. Hanson is also involved in agricultural activities through ownership of a farming enterprise in Nebraska. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and asset allocation models to support client goals.

Dan Lindstrom is a financial advisor at UBS Financial Services in Omaha, NE, holding Series 63 and Series 65 licenses with 45 years of industry experience. He has been with UBS since 2010 and is the owner and CEO of Shoe Dog LLC, a company involved in investing in a Red Wing Shoe store. UBS Financial Services serves individual, corporate, and institutional clients through a broad range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services tailored to clients’ goals and risk tolerances.

Samuel Sullivan is a CFP® professional with nine years of experience in financial services. He currently works with UBS Financial Services and previously held roles at Charles Schwab and Charles Schwab Bank. He is based in Omaha, NE. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Christine Harkendorff is a financial advisor at UBS Financial Services with 14 years of industry experience. She holds a Series 66 designation and has worked previously at Morgan Stanley from 2013 to 2017 before joining UBS in 2018. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management offerings and uses proprietary research and model-based asset allocations to tailor client plans.

Timothy Hammes is a financial advisor at UBS Financial Services in Omaha, NE, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has been with UBS since 2006. He serves on the board of directors for the Omaha Home for Boys Foundation, advising on the foundation’s investments. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor financial plans and portfolio management.