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Keep moving forward with confidence. You don't have to go it alone. We can help you with clear advice, wherever you are in life. We start by listening and understanding what drives your passions and what impact you want to make in the world. Then we'll make a plan together, get you on the right path and help you make the smart moves every step of the way.

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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

    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.

          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 Schulenberg

                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
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                      Tariffs, volatility and your portfolio

                      Are you 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.

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                      UBS is a leading and truly global wealth manager

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