Lasting relationships. For all that matters

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Keep moving forward with confidence. You don't have to go it alone. We can help you with clear advice, wherever you are in life. We start by listening and understanding what drives your passions and what impact you want to make in the world. Then we'll make a plan together, get you on the right path and help you make the smart moves every step of the way.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Mike Mimick

    Michael J. Mimick, CIMA®

    Managing Director

    Market Director

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    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • ND
    • NE
    • NH
    • NJ
    • NM
    • NY
    • OH
    • OK
    • OR
    • PA
    • PR
    • RI
    • SC
    • SD
    • TN
    • UT
    • VA
    • VI
    • VT
    • WA
    • WI
    • WV
    • WY

          One Hallbrook Place, Suite 300
          11150 Overbrook Road
          Leawood, KS 66211
          michael.mimick@ubs.com
          Michael J. Mimick, CIMA®
          One Hallbrook Place, Suite 300,Leawood,KS,66211
        • Amie

          Amie Nees

          Director

          Admin Manager

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          • AL
          • AR
          • DC
          • FL
          • HI
          • IN
          • KS
          • MA
          • MD
          • ME
          • MI
          • MO
          • MT
          • NE
          • NH
          • NJ
          • OK
          • OR
          • PA
          • SD
          • UT
          • VT
          • WI

          Amie has been in the wealth management industry since 2004, starting as a Client Associate with Merrill Lynch. After spending 15 years in a client facing capacity, she shifted to a leadership position and now covers the states of Kansas, Missouri, and Wisconsin as Administrative Officer. Amie is passionate about serving in her community and church. As a mom of an Autistic child, she is especially passionate about connecting with other special needs parents and kids. Outside of work, she can usually be found spending time outside with her family, cooking out with neighbors, or finding a new hiking trail to explore.

                One Hallbrook Place, Suite 300
                11150 Overbrook Road
                Leawood, KS 66211
                amie.nees@ubs.com
                Amie Nees
                One Hallbrook Place, Suite 300,Leawood,KS,66211
              • Julia Schulenberg

                Julia Schulenberg

                Executive / Team Assistant

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                        8020 Excelsior Drive
                        Madison, WI 53717
                        julia.schulenberg@ubs.com
                        Julia Schulenberg
                        8020 Excelsior Drive,Madison,WI,53717
                      Three generations in apple orchard

                      Turn possibilities into a plan

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                      A leading global wealth manager

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                      Los Angeles fire relief

                      Support and resources

                      The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.

                      Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.

                      A leader in wealth management

                      Backed by the strength of our parent company, UBS AG

                      $5.9+ trn

                      UBS Group invested assets
                      As of 06/30/2024

                      51 countries

                      Our global footprint

                      Global leader

                      UBS is a leading and truly global wealth manager

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