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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    • AR
    • AZ
    • CO
    • FL
    • IA
    • IL
    • KS
    • MA
    • ME
    • MI
    • MO
    • NE
    • OK
    • UT

    Mike Mimick is the Midwest Market Head of the Client Advisory Group for Wealth Management USA. He is responsible for domestic business within the nine offices located in Kansas, Missouri, Nebraska and Oklahoma. He oversees 130 Financial Advisors and 115 support staff who manage a combined total of over $30 billion in client assets. Focused on providing a full range of solutions to address client needs, Mike’s vision for the Midwest Market is to be the firm of choice for Wealth Management clients and advisors alike in the communities we serve.

    Mike joined UBS in 2005 and has held prior leadership roles with UBS in Colorado, Nevada and Utah. In his 16 years with UBS, Mike has been recognized five times as a Leadership Council award winner, an honor given annually to the top field talent within UBS. After graduating from the University of Nebraska at Omaha with a BS in Finance and Banking, Mike held a variety of leadership roles, including financial advisor, in the financial services industry before joining UBS. He holds the Certified Investment Management Analyst® (CIMA®) designation through the Investment & Wealth Institute and University of Pennsylvania—The Wharton School.

    Helping his community is an integral part of Mike’s life. He is a past recipient of the UBS Community Involvement award, which focuses on working with UBS’s strategic nonprofit partners to give back to the community. Mike’s own involvement with charitable organizations includes mentoring our service members and veterans through American Corporate Partners and volunteering for Ronald McDonald House, City Union Mission, the Great Plains SPCA and Harvesters Community Food Network.

    Michael and his wife, Dawn, live in Leawood, Kansas, and have two adult children. Mike is an avid golfer, enjoys fitness, is a passionate University of Nebraska Athletics fan and likes American history novels. He and Dawn enjoy traveling to Colorado and Napa Valley together.

        • Mark Mahon

          Mark Mahon

          Director

          Assistant Market Head

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          • KS
          • MO
                One Hallbrook Place, Suite 300
                11150 Overbrook Road
                Leawood, KS 66211
              • Amie Nees

                Amie Nees

                Director

                Market Administrative Officer

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                • KS
                • MO
                • NE
                • OK
                      One Hallbrook Place, Suite 300
                      11150 Overbrook Road
                      Leawood, KS 66211
                    • Marchele Alexander

                      Marchele Alexander

                      Director

                      Supervisory Officer

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                      • IA
                      • IL
                      • KS
                      • MO
                      • NE
                      • OK
                            One Hallbrook Place, Suite 300
                            11150 Overbrook Road
                            Leawood, KS 66211
                          • Carol Barber

                            Carol Barber

                            Executive / Team Assistant

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                                    One Hallbrook Place, Suite 300
                                    11150 Overbrook Road
                                    Leawood, KS 66211

                                  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

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                                  Tailored lending and cash management

                                  Tailored lending and cash management

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                                  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.

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                                  $2.8 trillion

                                  In invested assets globally 
                                  As of 06/30/2022

                                  #1

                                  For Ultra-High Net Worth clients

                                  Euromoney Private Banking and Wealth Management Survey, 2016-2022

                                  #1

                                  Serving the next generation

                                  Euromoney Private Banking and Wealth Management Survey, 2020-2022

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