Lasting relationships

Understanding what matters most to you

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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.

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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.

  • Mike Mimick

    Michael J. Mimick, CIMA®

    Managing Director

    Senior 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

    As a Senior Market Director, Mike Mimick is responsible for leading the Wealth Management and Private Wealth business within metro Kansas City , Kansas, Iowa, South Dakota and Wisconsin. With over 30 years of experience, he has held many roles from Financial Advisor, Branch Manager, Complex Director, and more recently Midwest Market Executive. Mike is focused on providing a full range of solutions to address client needs, and his vision for the Branches he serves is to be the firm of choice for 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 and regional director 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 enjoys golf, fitness, travel and likes American history novels.

        • Senior Market Director
        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
      • 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
              Three generations in apple orchard

              Turn possibilities into a plan

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              A leading global wealth manager

              Two brothers. One inheritance.

              How will their story unfold?

              Inheritance is about more than money. It’s about navigating family, history and your future. See how two brothers decide what to hold onto, what to let go and how to move forward. 

              If you’re going through a wealth transfer event like an inheritance, death or divorce, our experienced guidance can help give you more confidence.

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              As of 12/31/2025

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              UBS is a leading and truly global wealth manager

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