Executive Director
Market Director
Bryan leads the state of Nebraska for UBS Wealth Management Americas, where he is responsible for offices in Omaha and Lincoln. Bryan joined UBS in 2001 as a Financial Advisor and has spent the past decade in various leadership roles including Branch Manager, Complex Director and Market Head. 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 leading the Nebraska offices, 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, where he currently resides with his wife and 3 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 is a past board member of the JDRF Heartland Chapter and was a Director of the Nebraska Securities Industry Association (2006-2008).
Education
Executive Director
Market Director
Bryan leads the state of Nebraska for UBS Wealth Management Americas, where he is responsible for offices in Omaha and Lincoln. Bryan joined UBS in 2001 as a Financial Advisor and has spent the past decade in various leadership roles including Branch Manager, Complex Director and Market Head. 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 leading the Nebraska offices, 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, where he currently resides with his wife and 3 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 is a past board member of the JDRF Heartland Chapter and was a Director of the Nebraska Securities Industry Association (2006-2008).
Education
Associate Director
Admin Manager
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.
Associate Director
Admin Manager
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.
Branch Office Administrator
Di is the 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.
Branch Office Administrator
Di is the 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.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
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