Lasting relationships. For all that matters

Hallbrook Office Center in Leawood, KS

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

Leawood

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.

  • Michael Mimick

    Michael J. Mimick, CIMA®

    Managing Director

    Market Head

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  • Michael Williams

    Michael Williams

    Director

    Assistant Market Head

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  • Amie Nees

    Amie Nees

    Director

    Market Administrative Officer

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  • Marchele Alexander

    Marchele Alexander

    Director

    Supervisory Officer

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    Carol Barber

    Executive / Team Assistant

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Connecting you to the deep resources of UBS

By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

Advice for business owners and entrepreneurs

Advice for business owners and entrepreneurs

Professionals

Professionals

Tailored lending and cash management

Tailored lending and cash management

What's your vision?

We can help you bring your vision to life.

Our 150-year heritage of managing the wealth of generations of the world’s visionaries—creative thinkers, driven doers, legacy builders—is a testament to our passion for what we do.

Backed by the strength of UBS

A global leader in wealth management

$3.1 trillion

In invested assets globally 
As of 03/31/2021

#1

For Ultra-High Net Worth clients

Euromoney Private Banking and Wealth Management Survey, 2016-2021

#1

Serving the next generation

Euromoney Private Banking and Wealth Management Survey, 2020-2021

Insights