Experience

Bryan leads the Great Plains Market for UBS Wealth Management Americas, where he is responsible for a 5 state territory with 9 offices. He oversees approximately 115 Financial Advisors who are entrusted with roughly $13 billion in client assets. Bryan joined UBS in 2001 as a Financial Advisor and has spent the past decade in various leadership roles including sales manager, producing manager and assistant complex director. Bryan believes in continuing the Omaha office's legacy of long-tenured management and brings a superior level of stability and continuity to his role.

During his time in the Omaha office, Bryan has developed a deep knowledge of the firm, as well as local community. He is known and admired for his ability to connect with people, effectively communicate the WMA strategy and vision, partner both internally and externally to deliver results and build relationships based on integrity, honesty and respect. In his current role, he focuses specifically on business planning, coaching, team development, financial planning and comprehensive wealth management.

A graduate of Northwest Missouri State University, Bryan is from Elkhorn, NE, and currently resides there with his wife and their children. Outside the office, Bryan enjoys spending time and traveling with his family and has been involved in many community service and charitable organizations including: Junior Achievement, Habitat for Humanity and the Susan G. Komen Foundation. Bryan and his family are actively involved with the local JDRF chapter, focused on finding a cure for Type I Diabetes. Bryan currently sits on the Board of the JDRF Heartland Chapter and was a Director of the Nebraska Securities Industry Association (2006-2008).

Jenna joined UBS Financial Services in 2021 as an Administrative Manager for the Lincoln and Omaha areas. She began her career in the financial services industry back in 2018 in a client facing role before moving into leadership.

She graduated from the University of Nebraska at Lincoln in 2010 with her bachelor’s degree and has since obtained Series 7, 9, 10, 63, and 66 licenses.

In her free time, Jenna enjoys spending time with her family and her dog. She also enjoys golfing, spending time outdoors, and traveling.

Di is the Branch Office Administrator for the Omaha branch.  She has 29 years of experience in the financial services industry with a background in operations and support roles, and has her Series 7 and 63 securities licenses.  Di and her husband Rob have 3 daughters, a son-in-law and a granddaughter.  She enjoys spending time with her family, spending time outdoors and attending her granddaughter’s equestrian shows.

Richard has been in the financial services industry for over 35 years; 25 of those at Merrill Lynch and 11 with UBS. He has served in many capacities including: risk/compliance, Administrative Manager, and Branch Manager. He has coached both high school and college women’s basketball. Richard spent many years on mission trips building schools and churches in Central and South America. He is currently loving and enjoying his 6 grandchildren. Life is good!​

Michele started in the industry in 1996 as a wire operator/cashier for Piper Jaffray in Lincoln, Nebraska.  She joined UBS in 2006 when they bought Piper Jaffray retail offices.  In 2007, she moved to Omaha to join the complex management team.  Michele is currently the Market Operations Manager for the Midwest Market.

When not at work, Michele enjoys hanging out with family and friends, traveling, reading and watching movies.