Lasting relationships. For all that matters

Hallbrook Office Center in Leawood, KS

Supporting Kansas City, Leawood and surrounding cities

Clients know that we always put their best interests first. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and challenges. At the end of the day, we recognize that earning your confidence requires integrity, trust 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 Executive

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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
    • RI
    • SC
    • SD
    • TN
    • UT
    • VA
    • VT
    • WA
    • WI
    • WV
    • WY

    Mike Mimick is the Midwest Market Executive of the Client Advisory Group for Wealth Management USA. He is responsible for domestic business within the Midwestern states of Kansas, Iowa, Minnesota, Missouri, Nebraska, North Dakota, South Dakota, Oklahoma and Wisconsin. He oversees over 500 Financial Advisors and support staff who manage $75 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. 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.

          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
        • Mark Mahon

          Mark Mahon

          Director

          Associate Market Executive

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          • IA
          • KS
          • MN
          • MO
          • NY

          Mark is the Midwest Market Associate Market Executive for UBS Wealth Management USA. Mark focuses on supporting market wide initiatives and sales practices while overseeing the Leawood, KS branch. Prior to joining UBS in 2022, Mark spent 12 years at Ivy Investments in various sales leadership roles, including Head of Internal Sales.

          Mark is a Certified Financial Planner (CFP) and holds FINRA Series 7, 9, 10, 24, 63, 65 licenses. Mark graduated from the University of Kansas with a Bachelor of Science in Business Administration. Mark and his wife, Haley, live in Shawnee, KS and have two young children, Miller and Dillon. In his spare time, Mark enjoys fitness, planning vacations, and watching the Kansas Jayhawks. His family enjoys hanging out with their two Boston terriers, Wally and Dawson.

                One Hallbrook Place, Suite 300
                11150 Overbrook Road
                Leawood, KS 66211
                mark.mahon@ubs.com
                Mark Mahon
                One Hallbrook Place, Suite 300,Leawood,KS,66211
              • Amie Nees

                Amie Nees

                Director

                Admin Manager

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                • KS
                • MO
                • NE
                • OK
                • 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, Oklahoma, and Nebraska as Market 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
                    • Marchele Alexander

                      Marchele Alexander

                      Director

                      Supervisory Officer

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                      • IA
                      • IL
                      • KS
                      • MO
                      • NE
                      • OK

                      Marchelle joined UBS Financial Services in 2012 and has over 31 years of experience in the financial industry in various client facing roles at leading brokerage firms before going into management roles which focus on areas regarding risk and regulatory compliance.  In 2012 Marchelle joined UBS as Complex Supervisory Officer for the Kansas City Market and currently serves as Supervisory Officer of the Midwest Market where she oversees compliance and regulatory duties primarily for the Kansas City, Missouri, Leawood and Wichita Kansas branches.

                      She believes that the ultimate UBS experience is having the tools to provide sound financial advice as a result of working in the best interest of the client.  Marchelle graduated from University of Central Missouri former Central Missouri State University with a BS in Business Administration and Personnel Management and has earned the Series 7, 9, 10, 31, 63,  65 securities licenses as well as a Health, Life and Annuity insurance licenses.

                      In her free time Marchelle enjoys her passion for singing by working in her church’s music ministry. She also loves to spend time relaxing with her family by watching movies, reading a good suspense novel or traveling when time permits.

                            One Hallbrook Place, Suite 300
                            11150 Overbrook Road
                            Leawood, KS 66211
                            marchelle.alexander@ubs.com
                            Marchele Alexander
                            One Hallbrook Place, Suite 300,Leawood,KS,66211
                          • Carol Barber

                            Carol Barber

                            Executive / Team Assistant

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                              Carol joined UBS Financial Services as an Executive Assistant in 2018. She is a life long Kansas native and supports various animal rescue organizations.

                              In her spare time, she enjoys gardening and spending time with family and friends.

                                    One Hallbrook Place, Suite 300
                                    11150 Overbrook Road
                                    Leawood, KS 66211
                                    carol.barber@ubs.com
                                    Carol Barber
                                    One Hallbrook Place, Suite 300,Leawood,KS,66211
                                  • Jill

                                    Jill Hollenbeck-Hill

                                    NMLS #947868

                                    Senior Wealth Management Banker, UBS Bank USA

                                    Current role and areas of expertise

                                    Jill Hollenbeck-Hill joined UBS Bank USA in 2017 and is currently a Senior Wealth Management Banker covering the lower Midwest Market, several states in the South Central Market and the Wealth Advice Center.

                                    Jill has an extensive background in relationship banking. She 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

                                    Jill began her career in financial services in 1990. Prior to joining UBS, she worked for Bank of America for 26 years holding various roles in Retail Banking, Training and Development, Branch Management and Wealth Management which included managing her own book of high net worth clients.  

                                    Education and personal information

                                    In Jill’s role as a Senior Wealth Management Banker her NMLS # is 652406. She holds her Series 6, 7 and 63 securities licenses, She also holds a Bachelor of Arts degree from The University of Missouri-Columbia.

                                    Outside of the office, Jill enjoys attending sporting events and trying out new restaurants.  Jill resides in St. Louis, MO with her husband and three sons.

                                    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

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                                  Making sense of significant wealth

                                  We can help you plan for it.

                                  When you have created or inherited significant wealth, you have opportunities to pursue bold and meaningful undertakings. How do you make decisions that will guide you successfully forward, no matter what your goal?

                                  We believe it’s all about connection. That’s why we are prepared to take that journey with you today, tomorrow, every step of the way.

                                  A leader in wealth management

                                  Backed by the strength of our parent company, UBS AG

                                  $5.8+ trn

                                  UBS Group invested assets
                                  As of 03/31/2024

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                                  For Ultra-High Net Worth clients

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                                  Serving the next generation

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