Lasting relationships. For all that matters

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.

Thomas Zambrano

Director

Market Director
View bio
- AL
- AZ
- DE
- FL
- GA
- IA
- ID
- IL
- IN
- KY
- MA
- MD
- MO
- MT
- NC
- NE
- NH
- NJ
- NV
- NY
- OK
- OR
- PA
- RI
- SD
- TN
- UT
- VA
- VT
- WI
Tom began his career with Connecticut Mutual Life Insurance Co. in 1990, and joined Smith Barney Shearson in 1993. He began his manager career in 2004 as a Producing Sales Manager at Smith Barney Shearson. It was during his time as Producing Sales Manager that Tom discovered his passion for management. In 2006 Tom joined UBS as the Branch Manager of the Davenport UBS branch. In 2017 Tom was promoted to run the Iowa business for UBS.

A graduate of the University of Iowa with a degree in Finance, Tom has also earned Series 3, 6, 7, 9, 10, 63 and 65 securities licenses as well as licenses for life, accident and health insurance and variable annuities. Tom splits his time in West Des Moines, and Davenport.

He is a member of Glen Oaks Country Club in West Des Moines. He has two daughters and one grandchild. Morgan lives in West Des Moines, and McKenzie lives in Davenport, along with her first child and Tom’s first grandson. So, whether Tom is working in West Des Moines or Davenport, he always has one of his daughters nearby. Tom is actively involved with the youth of his community and has coached softball, volleyball, and baseball for the last 25 years. He has served on the advisory board for the Davenport YMCA, and is a supporter of Family Resources. He enjoys working out, spending time with his daughters and grandson, and playing golf.
1075 Jordan Creek Pkwy
Suite 100
West Des Moines, IA 50266

thomas.zambrano@ubs.com

Thomas Zambrano

1075 Jordan Creek Pkwy,West Des Moines,IA,50266
Jenna Schulz

Associate Director

Admin Manager
View bio
- AR
- CO
- DC
- DE
- FL
- HI
- IA
- IN
- KS
- MA
- MD
- ME
- MI
- MO
- MT
- NE
- NH
- NJ
- OK
- OR
- PA
- SD
- UT
Jenna was born and raised in Lincoln, NE and eventually went on to graduate from the University of Nebraska – Lincoln. After college, she ran a business for several years in Lincoln and then eventually moved to Omaha, NE in 2018 where she began her career in finance. Jenna worked with TD Ameritrade for a few years before coming over to UBS in November of 2021 to be the Admin Manager for Lincoln and Omaha! She’s currently still living in Omaha with her dog Ronix. In her free time, she enjoys golfing (when it’s warm enough), spending time with her family and her many nieces and nephews, and relaxing with the pup!
8415 Maddox Drive
Suite 101
Lincoln, NE 68520

jenna.schulz@ubs.com

Jenna Schulz

8415 Maddox Drive,Lincoln,NE,68520

Tobin Johnson

NMLS #947868

Senior Wealth Management Banker, UBS Bank USA

View bio

Current role and areas of expertise

Tobin joined UBS Bank USA in 2017 and he is currently a Senior Wealth Management Banker covering offices in the Midwest Market.

Tobin has an extensive background in relationship banking. He is focused on providing Financial Advisors and their clients a variety of cash management resources along with banking solutions that may complement their overall wealth management objectives.

Professional history

Tobin began his career in financial services in 1994. Prior to joining UBS, he held a similar role at Merrill Lynch along with roles at Wells Fargo, Ameriprise and elsewhere.

Education and personal information

In Tobin’s role as a Senior Wealth Management Banker his NMLS # is 982743. He holds his Series 7 and 66 securities licenses and CFP®. He also holds a bachelor’s degree from Concordia College.

Outside of the office, Tobin enjoys spending time with his family as well as playing golf and pickleball.

Senior Wealth Management Bankers are employees of UBS Bank USA. UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA, Member FDIC, NMLS No. 947868. Equal Housing Lender.
Christine Coughlin

Digital Specialist

View bio

As the Digital Specialist for the Midwest Market, Christine is responsible for training and education on the Digital tools that help an Advisors business grow. Being a former Client Service Associate and Branch Technology Liaison, her experience with the platforms allows her to know the importance of technology being efficient on both the employee and client side.

After graduating from Augustana University in Sioux Falls, SD in 2017, she worked at McDowell Financial Group with a focus on Life Insurance, and then joined UBS in 2018.

In her spare time you can find her outdoors hiking, running, and adventuring with her husband Dillon, son Theo, and dog Murphy.

Thomas Zambrano

Director

Market Director
View bio
- AL
- AZ
- DE
- FL
- GA
- IA
- ID
- IL
- IN
- KY
- MA
- MD
- MO
- MT
- NC
- NE
- NH
- NJ
- NV
- NY
- OK
- OR
- PA
- RI
- SD
- TN
- UT
- VA
- VT
- WI
Tom began his career with Connecticut Mutual Life Insurance Co. in 1990, and joined Smith Barney Shearson in 1993. He began his manager career in 2004 as a Producing Sales Manager at Smith Barney Shearson. It was during his time as Producing Sales Manager that Tom discovered his passion for management. In 2006 Tom joined UBS as the Branch Manager of the Davenport UBS branch. In 2017 Tom was promoted to run the Iowa business for UBS.

A graduate of the University of Iowa with a degree in Finance, Tom has also earned Series 3, 6, 7, 9, 10, 63 and 65 securities licenses as well as licenses for life, accident and health insurance and variable annuities. Tom splits his time in West Des Moines, and Davenport.

He is a member of Glen Oaks Country Club in West Des Moines. He has two daughters and one grandchild. Morgan lives in West Des Moines, and McKenzie lives in Davenport, along with her first child and Tom’s first grandson. So, whether Tom is working in West Des Moines or Davenport, he always has one of his daughters nearby. Tom is actively involved with the youth of his community and has coached softball, volleyball, and baseball for the last 25 years. He has served on the advisory board for the Davenport YMCA, and is a supporter of Family Resources. He enjoys working out, spending time with his daughters and grandson, and playing golf.
1075 Jordan Creek Pkwy
Suite 100
West Des Moines, IA 50266

thomas.zambrano@ubs.com

Thomas Zambrano

1075 Jordan Creek Pkwy,West Des Moines,IA,50266
Jenna Schulz

Associate Director

Admin Manager
View bio
- AR
- CO
- DC
- DE
- FL
- HI
- IA
- IN
- KS
- MA
- MD
- ME
- MI
- MO
- MT
- NE
- NH
- NJ
- OK
- OR
- PA
- SD
- UT
Jenna was born and raised in Lincoln, NE and eventually went on to graduate from the University of Nebraska – Lincoln. After college, she ran a business for several years in Lincoln and then eventually moved to Omaha, NE in 2018 where she began her career in finance. Jenna worked with TD Ameritrade for a few years before coming over to UBS in November of 2021 to be the Admin Manager for Lincoln and Omaha! She’s currently still living in Omaha with her dog Ronix. In her free time, she enjoys golfing (when it’s warm enough), spending time with her family and her many nieces and nephews, and relaxing with the pup!
8415 Maddox Drive
Suite 101
Lincoln, NE 68520

jenna.schulz@ubs.com

Jenna Schulz

8415 Maddox Drive,Lincoln,NE,68520

Tobin Johnson

NMLS #947868

Senior Wealth Management Banker, UBS Bank USA

View bio

Current role and areas of expertise

Tobin joined UBS Bank USA in 2017 and he is currently a Senior Wealth Management Banker covering offices in the Midwest Market.

Tobin has an extensive background in relationship banking. He is focused on providing Financial Advisors and their clients a variety of cash management resources along with banking solutions that may complement their overall wealth management objectives.

Professional history

Tobin began his career in financial services in 1994. Prior to joining UBS, he held a similar role at Merrill Lynch along with roles at Wells Fargo, Ameriprise and elsewhere.

Education and personal information

In Tobin’s role as a Senior Wealth Management Banker his NMLS # is 982743. He holds his Series 7 and 66 securities licenses and CFP®. He also holds a bachelor’s degree from Concordia College.

Outside of the office, Tobin enjoys spending time with his family as well as playing golf and pickleball.

Senior Wealth Management Bankers are employees of UBS Bank USA. UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA, Member FDIC, NMLS No. 947868. Equal Housing Lender.
Christine Coughlin

Digital Specialist

View bio

As the Digital Specialist for the Midwest Market, Christine is responsible for training and education on the Digital tools that help an Advisors business grow. Being a former Client Service Associate and Branch Technology Liaison, her experience with the platforms allows her to know the importance of technology being efficient on both the employee and client side.

After graduating from Augustana University in Sioux Falls, SD in 2017, she worked at McDowell Financial Group with a focus on Life Insurance, and then joined UBS in 2018.

In her spare time you can find her outdoors hiking, running, and adventuring with her husband Dillon, son Theo, and dog Murphy.

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

House View Monthly

A leading global wealth manager

UBS Year Ahead 2025

Roaring 20s: The next stage

Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

Read the report

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As of 06/30/2024

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UBS is a leading and truly global wealth manager

Lasting relationships. For all that matters

Pursuing your goals together

Thomas Zambrano

Jenna Schulz

Tobin Johnson

Christine Coughlin