Union Bank & Trust — Complete Personal Trust and Wealth Management Services.

Call us
In Lincoln, (402) 323-1528 or toll-free, (888) 239-5135.

Stop In
Personal Trust & Wealth Management
6801 S. 27th Street (27th & Pine Lake Rd.)
P.O. Box 82535
Lincoln, NE 68501-2535

Meet Our Officers

	R. David Wilcox Senior Vice President & Senior Trust Officer B.S., University of Nebraska Over 38 years of trust experience Member: Lincoln Estate Planning Council; Lincoln Probate Discussion Group Very active in the community Phone: (402) 323-1274 Email Dave
	Vicki M. Huff, CFP® First Vice President & Trust Marketing Officer Graduate of Cannon Trust School & College for Financial Planning Over 33 years experience in trust, tax and estate planning Member: Lincoln Estate Planning Council; Lincoln Probate Discussion Group Active in numerous community and civic groups Phone: (402) 323-1528 Email Vicki
	Bradley A. Philson, J.D. First Vice President & Senior Trust Officer B.S. and J.D., University of Nebraska Over 20 years of trust experience Member: Nebraska and American Bar Associations; Lincoln Estate Planning Council; Lincoln Probate Discussion Group Active on numerous community boards Phone: (402) 323-1708 Email Brad
	Kimberly A. Munnis, CTFA Vice President & Senior Trust Officer B.A., University of Nebraska Graduate of Cannon Trust School Over 26 years of trust and financial services experience Member: Lincoln Estate Planning Council Active in the community Phone: (402) 323-1613 Email Kim
	John Atkins, J.D. Vice President & Senior Trust Officer B.A., Hastings College Juris Doctorate from Creighton University Over 33 years of trust experience Phone: (402) 827-6990 Email John
	Julie A. Hogg, J.D., CTFA Vice President & Senior Trust Officer B.S., J.D., University of Nebraska Over 9 years of trust experience Member: Nebraska Bar Association; Lincoln Estate Planning Council Phone: (402) 323-1122 Email Julie
	Lisa M. Moore, CPA, CTFA Vice President & Senior Trust Officer B.S., University of Nebraska Over 19 years experience in trust and estate taxation Member: Nebraska Society of CPAs; Lincoln Estate Planning Council Active on numerous community boards Phone: (402) 323-1521 Email Lisa
	Julie Pokorny, J.D., CTFA Vice President & Senior Trust Officer B.S., University of Nebraska Juris Doctorate from UNL College of Law Over 33 years of trust experience Member: Lincoln Estate Planning Council, Nebraska State Bar Foundation Fellow Phone: (402) 323-1869 Email Julie
	Alice Skultety, J.D. Vice President & Senior Trust Officer B.S., University of Kansas Juris Doctorate from Creighton University School of Law Over 25 years experience in trust and estate planning Member: Nebraska Bar Association; Lincoln Estate Planning Council Active on community boards Phone: (402) 323-1825 Email Alice
	Steven R. Kryger, J.D. Assistant Vice President B.A., Hastings College Juris Doctorate from Creighton University Law School University of Minnesota Graduate School Over 16 years of trust experience Member: Nebraska and Omaha Bar Associations Active on numerous community boards Phone: (402) 323-1545; In Omaha: (402) 827-1476 Email Steve
	Douglas J. Koenig, CTFA Trust Marketing Officer & Investment Representative B.S., University of Nebraska, Masters Degree Graduate of Kansas/Nebraska School of Trust and Financial Services Series 7 Securities License, Nebraska Life Insurance/Annuities Licenses Phone: (402) 323-1308 Email Doug
	Andrew J. Kafka, J.D., CTFA Trust Officer B.S. and J.D., University of Nebraska Member: Lincoln Estate Planning Council; Nebraska Bar Association; ABA National Trust School Advisory Board Phone: (402) 323-1709 Email Andy

Affiliates | Trust Operations & Compliance | Resource Library | Privacy Notice

Important Information About Procedures For Opening A New Account—
To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means for you: When you open an account, we will ask for your name, address, date of birth, and other information that will allow us to identify you; we may also ask to see your driver’s license or other identifying documents.

*Investment services offered through Union Bank & Trust Company’s Trust Division.

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