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Office Manager & Staff

Services designed to help your office run smoothly.

Our unique understanding of medical clinics, regulatory requirements, and business operations allows us to not only deliver what we promise, but anticipate your needs. We offer a variety of tools to simplify your work and save you valuable time.

Accounts Receivable Management

Streamline your accounts receivable with lockbox services. Your patient payments will be received, documented, and processed by experienced bankers, eliminating unnecessary delays and reducing stress on your staff.

Corporate Credit & Purchasing Programs

Easily manage office expenditures with UBT Credit and Purchasing Cards. Assign individual limits, dual controls, and easy reconciliation with our expense management system.

Digital Business Banking Tools

Access your business accounts anytime with digital banking tools. Business Banking Online, Business Mobile, Business BillPay, Desktop Teller and more give you the flexibility to bank on your schedule. Help is only a call or chat away.

Merchant Card Processing

Meet your customers where their money is. Accepting various forms of payment is a necessity for any business. We have flexible, scaleable tools to help you find the right fit for your office.

Fraud Management

No practice is too large or small to fall victim to fraud. Use prevention tools, like Positive Pay, and receive up-to-date fraud education to keep your finances, patient files, and business operations safe and private.

Retirement Plans

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.

Health Savings Accounts

You’re no stranger to the rising costs of health care. Put your staff in the driver’s seat to control their health care spending with a health savings account, combined with their high deductible health plan.

Equipment Financing

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.

Patient Financing Program

Reduce your outstanding accounts receivable and provide patients with a quality, flexible repayment option for their outstanding debt. You’ll be paid up-front, and we’ll handle all the details with your patients.

Treasury Management Officers
Jim Smith, Vice President
Jim Smith
Vice President
3643 S. 48th St
Lincoln, NE 68506
email Jim
Jan Sheridan, Vice President
Jan Sheridan
Vice President
3643 S. 48th St.
Lincoln, NE 68506
email Jan
Carrie Weiler, Assistant Vice President
Carrie Weiler
Assistant Vice President
2720 S. 177th St.
(177th & West Center)
Omaha, NE 68130
email Carrie


Stacy Gutschenritter, Assistant Vice President - Relationship & Education Manager
Stacy Gutschenritter   |   Assistant Vice President — Relationship & Education Manager
Phone: 402.323.1768
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 Aldrich
Jeff Aldrich   |   Financial Education Consultant
Phone: 402.323.1374
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 Hemenway
Jason Hemenway   |   Financial Education Consultant
Phone: 402.323.1770
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 Krick
Kellee Krick   |   Financial Education Consultant
Phone: 402.323.1467
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 Langenberg
Geoff Langenberg   |   Financial Education Consultant
Phone: 402.323.1402
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.


HSA Experts
Tanya Martin-Dick, Vice President
Tanya Martin-Dick
Vice President
6811 S. 27th St.
Lincoln, NE 68512
email Tanya
Call Tanya
Jennifer Ainsworth, Health Benefit Solutions Officer
Jennifer Ainsworth
Health Benefit Solutions Officer
6811 S. 27th St.
Lincoln, NE 68512
email Jennifer
Call Jennifer


Brian Donahoe, President, Union Equipment Finance
Brian Donahoe
2720 S. 177th Street
Omaha, NE 68130
email Brian
Pat Jeannin, Assistant Vice President
Pat Jeannin
Asst. Vice President
309 Oak Street
Bonner Springs, KS 66012
email Pat
Brenda Jensen, Leasing & Financing Officer
Brenda Jensen
Leasing & Financing
4732 Calvert Street
Lincoln, NE 68506
email Brenda
Jon Hawthorne, Equipment Financing Officer
Jon Hawthorne
Equipment Finance
4732 Calvert Street
Lincoln, NE 68506
email Jon
Loan products subject to credit approval

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