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DOCTORS, PARTNERS, AND OWNERS

Services designed specifically for your needs.

Our Private Banking team was formed largely due to the expertise we have in serving physicians. We understand your unique situation and needs and offer a breadth of services to fit your life.

Private Banking Services

Your private banker will act as your personal advocate, coordinating your financial needs with experts in all areas of the bank. With one centralized point of contact, you can be confident that your banker has your interests in mind and available on your schedule.

  • Partner Services & Buy-ins
    Adding a new partner is an exciting transition for any medical practice. We’ll help you structure your financing to best fit the needs of the entire practice.
  • 100% Physician Mortgage Loan Financing
    This special program provides an M.D. with a home loan, low or no down payment, and competitive rates. Ask us for details.
  • Succession Planning & Exit Strategy
    You’ve worked hard to build your business. We’ll help facilitate a smooth transition in ownership and make sure the practice continues to thrive.

Wealth Management Solutions

Find peace of mind when planning your investments and protecting your wealth for future generations.

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The Private Banking Team
4243 Pioneer Woods Drive (70th & Pioneers)
Lincoln, NE 68506
P.O. Box 82535
Lincoln, NE 68501-2535
Stacy Brass, Vice President
Stacy Brass
Vice President
Private Banking & Commercial Loans
402.323.1970
email Stacy
Katie Thompson, Vice President
Katie Thompson
Vice President
Private Banking
NMLS ID #1242847
402.323.1937
email Katie
Tony Miller, Assistant Vice President
Tony Miller
Assistant Vice President
Private Banking
NMLS ID #1053113
402.323.1328
email Tony
Amy Brown, Private Banking & Commercial Loans Assistant
Amy Brown
Private Banking & Commercial Loans Assistant
402.323.1775
email Amy
Tyler Hunt, Private Banker
Tyler Hunt
Private Banker
Private Banking
NMLS ID #1227612
402.323.1569
email Tyler

 

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Jon Gross, Sr. Vice President
Jon C. Gross, CFA
Senior Vice President & Wealth Management Division Head
B.S, University of Nebraska
Chartered Financial Analyst® designation
Investment management and analysis since 1988
Member: CFA Society of Nebraska
Phone: 402.323.1184
email Jon
Bill Eastwood, Senior Vice President
William S. Eastwood, CFA
Senior Vice President & Chief Investment Officer
B.S. and M.A., University of Nebraska
Chartered Financial Analyst® designation
Investment management and analysis since 1967
Member: CFA Society of Nebraska
Phone: 402.323.1759
email Bill
Tom Sullivan, First Vice President
Thomas R. Sullivan, CFA
First Vice President—Department & Portfolio Manager
B.S., University of Nebraska
Chartered Financial Analyst® designation
Investment management and analysis since 1991
Member: CFA Society of Nebraska
Phone: 402.323.1538
email Tom
Mark Portz, First Vice President
Mark E. Portz, CFA
First Vice President & Portfolio Manager
B.S., University of Nebraska
Chartered Financial Analyst® designation
Investment management and analysis since 1986
Member: CFA Society of Nebraska
Phone: 402.323.1326
email Mark
Ryan Sailer, VP & Portfolio Manager
Ryan M. Sailer, CFA
Vice President & Portfolio Manager
B.S., Creighton University
Chartered Financial Analyst® designation
Investment management and analysis since 1997
Portfolio Mgr. for Stratus Growth Fund
Member: CFA Society of Nebraska
Phone: 402.323.1745
email Ryan
Dan Frost, VP & Portfolio Manager
Daniel E. Frost, CFA
Vice President & Portfolio Manager
B.S., University of Nebraska
Chartered Financial Analyst® designation
Investment management and analysis since 1996
Member: CFA Society of Nebraska
Phone: 402.323.1639
email Dan
Frank Savage, VP & Portfolio Manager
Frank W. Savage, CFA
Vice President & Portfolio Manager
B.S., University of Nebraska
UIMG Staff Manager
Chartered Financial Analyst® designation
Investment management and analysis since 1998
Member: CFA Society of Nebraska
Phone: 402.323.1461
email Frank
Roman Windrum, VP & Portfolio Manager
Roman Windrum, JD, CFA
Vice President & Portfolio Manager
B.S. and J.D., University of Nebraska
Chartered Financial Analyst® designation
Investment management and analysis since 1997
Member: CFA Society of Nebraska
Phone: 402.827.6991
email Roman
Dan Dechant, Vice President & Private Client Advisor
Dan Dechant
Vice President & Private Client Advisor
Financial Planning & Wealth Management
Industry experience since 1993
Phone: 913.685.6665 (Kansas City area)
email Dan
Becky Ferguson, Assistant VP & Private Client Advisor
Rebecca J. Ferguson, CFP®
Assistant Vice President—Private Client Advisor
Financial Planning & Wealth Management
CERTIFIED FINANCIAL PLANNER™ Certificant
Holds Series 7 and 63 Securities Licenses
Industry experience since 1984
Member: Financial Planners Assn.; Nebraska Financial Planners Assn.
Phone: 402.323.1334
email Becky
Brian Benge, Investment Officer & Private Client Advisor
Brian P. Benge
Assistant Vice President—Private Client Advisor
Financial Planning & Wealth Management
B.S., University of Nebraska 
Industry experience since 2004
Phone: 402.323.1253
email Brian
Samantha Eckhardt, Investment Officer & Private Client Advisor
Samantha A. Eckhardt, CFP®
Assistant Vice President—Private Client Advisor
Financial Planning & Wealth Management
B.S., University of Nebraska
CERTIFIED FINANCIAL PLANNER™ Certificant
Industry experience since 2004
Phone: 402.323.1178
email Samantha
Susan Horst, Investment Officer & Portfolio Manager
Susan Horst, CFA
Investment Officer—Portfolio Manager
Financial Planning & Wealth Management
B.S. University of Nebraska
Chartered Financial Analyst® designation
Industry experience since 2000
Member: CFA Society of Nebraska
Phone: 402.323.1848
email Susan
Dan Stous, Investment Officer & Portfolio Manager
Dan Stous
Investment Officer—Portfolio Manager
Financial Planning & Wealth Management
B.S. University of Nebraska
MBA, University of Nebraska
Industry experience since 2006
Phone: 402.323.1781
email Dan

 

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Contact one of our Trust Services Advisors
Doug Koenig, Assistant Vice President & Trust Services Advisor
Douglas J. Koenig, CTFA
Vice President & Trust Services Advisor
B.S., University of Nebraska; Masters Degree
Trust & Financial Services since 2001
Member: Lincoln Estate Planning Council; Lincoln Probate Discussion Group
Phone: 402.323.1308
email Doug
Leslie Gibbens, Vice President & Trust Services Advisor
Leslie A. Gibbens, CCTS
Vice President & Trust Services Advisor
B.S. from UNL; graduate of Cannon Financial Institute
Over 16 years of trust experience
Member: Institute of Certified Bankers
Phone: 402.323.1354
email Leslie

 

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Loan products subject to credit approval

Investment products: Not FDIC Insured - No Bank Guarantee - May Lose Value.