Services designed to move your practice forward.
We strive to serve your medical practice now and in the future. We’ll work with you to find the right financial tools to fit your current situation and to propel your business into your vision for the future.
When it’s time to consider an expansion, or you’re acquiring another practice, we’ll be there to help you determine the right type of financing to keep you moving forward.
Managing your day-to-day operations includes many variables and can be impacted by a variety of factors. Keep your cash flow healthy with financial tools built to protect you when receivables are delayed.
Conserve your cash and manage your taxes through simple financing and leasing solutions. Enjoy straight-forward documents from a local source you can count on.
Your private banker will act as your business’s 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.
Improve the efficiency of your day-to-day operations and retain and attract top talent with a robust retirement plan. We offer benefit and retirement planning tools that give employees access to experienced fund managers, plus individualized consultations to review their plan for retirement, including self-directed options.
Utilize our experienced trust professionals to construct an investment portfolio uniquely suited to your financial goals and objectives.
Stacy has been with Union Bank since 1993. Stacy has a Bachelor of Science degree in Business Administration from the University of Nebraska-Lincoln. She oversees the education team and coordinates with Plan Sponsors on organizing and facilitating value added Financial Wellness services. She also assists in the evaluation of current client satisfaction.
Jeff has been with Union Bank since 2006 and currently serves as a Financial Education Consultant. He has over six years of financial industry experience. Jeff has a Bachelor of Science degree in Business Administration from Nebraska Wesleyan University and has earned the Certified Funds Specialist designation from the Institute of Business & Finance.
Jason has been with Union Bank since 2013 and currently serves as a Financial Education Consultant. Jason has over seven years of financial industry experience as well as serving as a faculty member at Doane college. Jason has a Bachelor of Arts degree from the University of Nebraska-Lincoln and a Masters degree in management from Doane College.
Kellee joined Union Bank & Trust in 2008. Prior to that time, she worked as an educator and in the investment industry. Kellee has passed the Series 7 and Series 66 exams. She has a Bachelor of Art plus a Masters degree from the University of Nebraska along with a concentration in Economics.
Geoff has been with Union Bank since 2008 and currently serves as a Financial Education Consultant. Prior to that time, he served as a Marketing and 529 Field Representative for both the Bright Directions College Savings Program and the CollegeCounts 529 Fund. He has over seven years of financial industry experience and is currently pursuing his Series 6 and Series 63.
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
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.
Lincoln, NE 68506
P.O. Box 82535
Lincoln, NE 68501-2535