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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 may 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. 

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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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Kelly Merklein

Sales Assistant**

402-323-8141

402-323-8139

kellym@ufslincoln.com

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...
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Sondra Hansen

Administrative Assistant

402-323-8141

402-323-8139

shansen@ufslincoln.com

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Ashley Eastep

Receptionist

402-323-8141

402-323-8139

ashley@ufslincoln.com

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,...
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Meg Thompson

Receptionist

402-323-8141

402-323-8139

mthompson@ufslincoln.com

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.

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Bryce Williby, CFP®

Financial Advisor

402-323-8141

brycew@ufslincoln.com

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 Woodbury Financial Services, Inc. Prior to joining the team, he spent the...

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