Women’s superpower: Investing

Watch our experts share ways to tap into your ability to build a more secure financial future.

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Women’s superpower: Investing

Watch our experts share ways to tap into your ability to build a more secure financial future.

Save the date

Merrill Lynch

The Schubert & Lassek Group

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Merrill Lynch
Wealth Management

Life has many events and unexpected turning points that we need to plan for. At The Schubert & Lassek Group, our goal is to be the first call you make for all of life’s milestones, triumphs, and transitions. We are committed to developing lifelong, multigenerational relationships that evolve with you and your family to help you manage, preserve, and transition your wealth for future generations.

Welcome

The Schubert & Lassek Group is a multi-disciplinary wealth management team with more than 100 years of combined financial services experience. Longtime Nebraska residents, we are privileged to help our clients, who are an extension of our family, friends, and neighbors with all of their wealth management needs. They are busy and successful people, and we pledge to remain a constant in their lives.

Diverse in age and experience, every member of our family-styled team is committed to the same set of values and principles, along with a disciplined process designed to better organize your financial life, help you preserve your wealth, and pursue your financial goals. It is this foundation that offers us a unique collective insight into the history and future outlook of wealth management and helps us meet a variety of financial needs that may occur during the various stages of your life and the lives of your children and grandchildren.

We relish the opportunity to apply our knowledge and skills, harnessing the extensive resources of Merrill and the banking convenience of Bank of America to advance your goals, streamline financial management, and intensify the beneficial outcomes of wealth for successive generations. We foster a boutique-style environment that prioritizes warmth and individualization yet offers the resources and capabilities of a global financial firm.

Our goal is to offer you straightforward answers and uncomplicated strategies that lead to smarter, more informed decisions. No matter what your priorities are, we combine actionable planning and objective advice to help you turn your goals into reality.

Philosophy

No two people are alike. Consequently, there is no single approach to wealth management that is appropriate for everyone. What matters most to you is what matters most to us. Once we get to know you, your priorities, your goals, risk tolerance, time horizons, liquidity needs and what you want to accomplish over time, only then can the team help you position yourself to identify and address financial challenges and potential opportunities. To that end, we thoughtfully employ our experience and resources to help guide you as you pursue your goals.

How we help clients

The various stages in life often require adjustments in your financial and life goals, including:

  • The retirement lifestyle you envision
  • Preparing for the cost of the best education possible for your children and grandchildren
  • Strategies for preserving and growing wealth
  • Wealth transfer to the next generation
  • Establishment of your legacy through family foundations and philanthropy
  • Diversifying business interests
  • Tax-minimization strategies
  • Access to the banking and lending solitions of Bank of America

Your approach to investing

Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will help us provide you with additional insights and resources.

Understanding your goals and priorities

Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.

Capabilities

Merrill’s process is designed to help deliver a customized, comprehensive experience to assist you not only in wealth accumulation and preservation, but in areas that go beyond investments. Providing you with access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking and lending solutions of Bank of America offers a way to help you manage all of the pieces of your financial life. Working one-on-one with a Merrill advisor means you have a single point of contact to help you with potential strategies for transferring wealth to the younger generation.

Focus On Individuals, Families and Business Owners

We offer clients a breadth of strategies, premier customer service and financial tools based on their unique circumstances. No matter what your goals may be, we begin by defining and prioritizing your financial goals based on the following seven areas:

  • Health: Managing healthcare expenses, now and in the future
  • Home: Upsizing, downsizing, remodeling or buying a vacation home
  • Family: Taking care of your family and other people in your life
  • Leisure: Spending your free time in meaningful ways
  • Giving: Volunteering, mentoring others and giving to charities
  • Work: Working in retirement, selling or starting a business
  • Finance: Bringing it all together and defining your financial goals


We'll also draw on our industry knowledge and experience to make recommendations for strategies around the following:

  • Credit and banking needs through Bank of America
  • Risk management
  • Trust and estate planning services
  • Investment management

Educational Events

Our team hosts several educational dinner events and small group meetings in the Omaha and Lincoln areas.

If you and/or a guest have any interest in attending any of our events, please do not hesitate to contact us.

*Reservations are required for each event.

Our Videos

Insights, observations, and ideas to help you in your pursuit of your financial goals.

Important Video Disclosures

Take charge of your financial future with a plan that is all about you.

Recognition

Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.

Kathryn Schubert

Forbes “Best-in-State Wealth Management Teams” 2024
Published on January 12, 2024. Rankings based on data as of March 31, 2023.*

Forbes "Top Women Wealth Advisors Best-in-State” 2022 - 2024
Published annually in February. Rankings based on data as of Sept 30 of prior year.

Forbes "Best-in-State Wealth Advisors" 2023
Published on April 4, 2023. Rankings based on data as of June 30, 2022.

Ronald J Lassek

Forbes “Best-in-State Wealth Management Teams” 2024
Published on January 12, 2024. Rankings based on data as of March 31, 2023.*

Daniel Lassek

Forbes “Best-in-State Wealth Management Teams” 2024
Published on January 12, 2024. Rankings based on data as of March 31, 2023.*

Get To Know Us

Supported by the global resources of Merrill, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

Additional Resources

The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.

Tiffany Blacksten

Wealth Management Banking Specialist

Merrill

Brent Smitko

Wealth Management Lending Officer

Bank of America, N.A.

NMLS #505779

Joseph McCullough

Wealth Strategies Advisor

Bank of America, N.A.

Staying on Track

We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.



Reviews to help you
stay on track

We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.



    Changes in your life
    and to your goals

    Your life and goals change. As these changes occur, we can update your approach to reflect them.

    #DigitalMerrill

    MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.

    Your advisor is a click away within our site or mobile apps

    You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features

    Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool

      Let’s Have a Conversation

      Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.

      Why Merrill?

      As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.


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      We put you first, every day.
      Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.

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      Transcript of Video 

      No question too big or moment too small
      For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.


      The Power of the Right Advisor®
      Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.

      Personalized advice from a dedicated financial advisor.

      We get to know you and your family, your financial situation and what matters most to you.

      A comprehensive approach, built around your life’s priorities.

      Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.

      Adjusting your investment approach as your life and the markets change.

      We will work to help you stay on track, regardless of what the markets are doing.