UIMG Professionals

Our team of expert Portfolio Managers is here to help you grow your wealth and secure the future you've envisioned.

Jon Gross, Sr. Vice President
Jon C. Gross, CFA
Senior Vice President & Investment/Trust 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, Assistant VP & Portfolio Manager
Roman K. Windrum, J.D., CFA
Assistant Vice President & Portfolio Manager
Financial Planning & Wealth Management
B.S. and J.D., University of Nebraska
Chartered Financial Analyst designation
Industry experience since 1997
Member: CFA Society of Nebraska
Phone: 402.323.1468 (Lincoln) or 402.827.6991 (Omaha)
email Roman
Becky Ferguson, Assistant VP & Private Client Advisor
Rebecca J. Ferguson, CFP
Assistant Vice President—Private Client Advisor
Financial Planning & Wealth Management
Certified Financial Planner designation
Holds Series 7 and 63 Securities Licenses
Industry experience since 1984
Member: Financial Planners Association; Nebraska Financial Planners Association
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
Chris Bedient, Investment Officer & Private Client Advisor
Christopher M. Bedient
Investment Officer—Private Client Advisor
Financial Planning & Wealth Management
B.S., University of Nebraska
Industry experience since 2002
Phone: 402.323.1848
email Chris
Samantha Eckhardt, Investment Officer & Private Client Advisor
Samantha A. Eckhardt, CFP
Investment Officer—Private Client Advisor
Financial Planning & Wealth Management
B.S., University of Nebraska
Certified Financial Planner designation
Industry experience since 2004
Phone: 402.323.1178
email Samantha
John Lund, Investment Officer & Private Client Advisor
John T. Lund, CFP
Investment Officer—Private Client Advisor
Financial Planning & Wealth Management
B.A., Augustana College
Certified Financial Planner designation
Industry experience since 2007
Member: Financial Planning Association; Financial Planning Association of Nebraska
Phone: 402.323-1781
email John

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