Team
TEAM Focus
At Universal Financial Strategies, we pride ourselves on our collaborative team approach, which we believe sets us apart from other financial firms. Our financial advisors work together to craft innovative retirement plans and strategies that are tailored to each client's unique needs and goals. Unlike some firms where advisors compete for clients, our team works harmoniously to ensure that every client receives the best guidance and support possible. When you choose us, you're not just getting one advisor - you're gaining access to a wealth of knowledge and expertise from our team of seasoned, licensed professionals. Let us help you navigate the path to a secure and fulfilling retirement with our dynamic and cohesive approach.
Are you ready to tackle some of life's biggest financial challenges? Look no further, because we've got you covered! Our team of experts can assist you with:
- Crafting retirement investing and distribution strategies that will set you up for success
- Navigating Social Security election timing to help maximize your income
- Developing estate conservation, growth, and transfer strategies (and don't forget to ask about our complimentary one-hour review with a local estate planning attorney)
- Implementing risk management and catastrophic healthcare strategies to protect your assets
- Utilizing tax management strategies to keep more money in your pocket
But wait, there's more! We can also provide answers to burning questions like:
- Can I retire early and still live comfortably?
- Are my investments pulling their weight?
- What's the best way to save for my kids' and grandkids' college education?
- How do I create a solid estate plan?
- How can I leave a legacy for my loved ones and favorite charities?
- Do I have enough life insurance to safeguard my family's future?
- How can I prepare for potential Long Term Care expenses?
- Will my net worth continue to grow as I start drawing retirement income?
Our team has helped countless individuals facing similar challenges, and we're here to tailor a plan specifically for you. Let's work together to create a financial strategy that fits your unique situation.
James V. Predoehl
Financial Advisor/Partner
James Predoehl is a Partner with Universal Financial Strategies and a Financial Advisor with Osaic Wealth, Inc., and a bonded Notary Public. He graduated from the University of Nebraska with B.S. Degrees in Economics and...
Douglas A. Thompson
Financial Advisor/Partner
Doug Thompson is a Partner with Universal Financial Strategies and a Financial Advisor with Osaic Wealth, Inc. He is a lifelong Lincoln, Nebraska resident and a graduate of the University of Nebraska. Doug and his wife,...
Kelly Merklein
Sales Assistant
402-323-8139
Kelly Merklein is a Sales Assistant with Universal Financial Strategies. She is a graduate of Nebraska Wesleyan with a bachelor’s in accounting. She loves to travel, bike ride and all things outdoors and spend time with her...
Sondra Hansen
Administrative Assistant
402-323-8139
Ashley Eastep
Receptionist
402-323-8139
Ashley Eastep is a Receptionist with Universal Financial Strategies and lifelong resident of Lincoln, Nebraska. She was a cosmetologist for 8 years & was a stay-at-home mom for the first 2 after having her son. During time off,...
Meg Thompson
Receptionist
402-323-8139
Meg Thompson is a receptionist with Universal Financial Strategies. Currently a student at UNL, Meg is majoring in Psychology. She is a lifelong Lincoln, NE resident and enjoys spending time with her family.
Bryce Williby, CFP®
Financial Advisor
Bryce joins Universal Financial Strategies with more than 20 years of experience in the insurance and financial services industry. He is a Financial Advisor with Osaic Wealth, Inc. Prior to joining the team, he spent the...
Danni McCoy
Registered Assistant
402-323-8139
Danni McCoy is a Registered Assistant with Universal Financial Strategies. She grew up in central Nebraska, but has lived with her husband, Shane, and their two children, Mikey and Miley just north of Lincoln for the last 26...
Kyle Regelean
Registered Assistant
402-323-8139
Terry Johnson
Financial Advisor
402-650-8190 (voice only)
402-323-8139