Lasting relationships

Understanding what matters most to you

Co-workers having a conversation

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Seats in a stadium

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 Headshot

                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
                      • Chris Albanese

                        NMLS #947868

                        Wealth Management Banker, UBS Bank USA

                        Current role and areas of expertise

                        Chris Albanese joined UBS Bank USA in 2019 and he is currently a Wealth Management Banker covering the Chicago, Midwest Private Wealth, and San Francisco Markets.

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

                        Professional history

                        Chris began his career in financial services in 2011 at JP Morgan Chase. Most recently was a licensed financial center manager at Fifth Third Bank.

                        Education and personal information

                        In Chris’ role as a Wealth Management Banker his NMLS # is 443441. He holds his Series 7 and 66 securities licenses. He also holds a Business degree from Monmouth College.

                        Outside of the office, Chris enjoys spending time with his wife, kids and dogs. Chris enjoys traveling, and the pain of watching his Chicago sports teams.

                        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.

                      Three generations in apple orchard

                      Turn possibilities into a plan

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                      A leading global wealth manager

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                      The first 100 days

                      Is your portfolio ready?

                      In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?

                      We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.

                      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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