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Team

TEAM Focus

At Universal Financial Strategies, we believe our TEAM focus adds a broader perspective to all we do and provides increased benefits to our clients. All four of our Financial Advisors work together to create innovative retirement plans and strategies for our clients. Unlike other financial organizations, our advisors are not competing for business but working as a TEAM to help each of our clients reach their retirement goals. As a client, you will benefit from the knowledge of four experienced, licensed Financial Advisors rather than one.

We can help you address:

  • Retirement investing and distribution strategies
  • Social Security election timing strategies to increase income
  • Estate conservation, growth and transfer strategies (ask about our free one-hour review with a local estate planning attorney)
  • Risk management strategies
  • Catastrophic healthcare strategies
  • Tax management strategies

We can also answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings for children and grandchildren?
  • What are the elements of a sound estate strategy? 
  • How can I leave more money to my family and favorite charities?
  • Do I have enough life insurance for my family?
  • How can I prepare for Long Term Care expenses?
  • Will my net worth continue to grow as I take retirement income from my investment portfolio?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Mike Puls

Financial Advisor/Partner

402-323-8141

mikepuls@ufslincoln.com

Mike is a lifelong Lincoln, Nebraska resident and a graduate of the University of Nebraska. He has been an Independent Financial Advisor with Woodbury Financial Services, Inc. since October of 2003. Previously, Mike was with AG Edwards...
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James V. Predoehl

Financial Advisor/Partner

402-323-8141

jamesp@ufslincoln.com

James Predoehl is a Partner with Universal Financial Strategies and a Financial Advisor with Woodbury Financial Services, Inc., and a bonded Notary Public. He graduated from the University of Nebraska with B.S. Degrees in Economics and...
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Douglas A. Thompson

Financial Advisor/Partner

402-323-8141

dthompson@ufslincoln.com

Doug Thompson is a Partner with Universal Financial Strategies and a Financial Advisor with Woodbury Financial Services, Inc. He is a lifelong Lincoln, Nebraska resident and a graduate of the University of Nebraska. Doug and his wife,...
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Jeff Koolen, CFP®

Financial Advisor/Partner

402-323-8141

jeffk@ufslincoln.com

Jeff is a CERTIFIED FINANCIAL PLANNER™ Professional and Financial Advisor with more than 15 years of experience in the insurance and financial services industry. Jeff joined our team in 2013 after spending five years as a financial...
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Kayla Van Dyke

Administrative Professional

402-323-8141

kvandyke@ufslincoln.com

Kayla Van Dyke is an Administrative Professional with Universal Financial Strategies. She has been a valuable part of the team since 2010.
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Jennifer Johnson

Registered Assistant

402-323-8141

jjohnson@ufslincoln.com

Jennifer Johnson is a Registered Assistant with Woodbury Financial Services, Inc. She is responsible for account service requests, new business processing, trading, supervision and compliance requirements, and general account...
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