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Personal Trust Officers
Personal Trust Officers
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

Dave Wilcox R. David Wilcox
Senior Vice President & Senior Trust Officer
B.S., University of Nebraska
Over 37 years of trust experience
Member: Lincoln Estate Planning Council; Lincoln Probate Discussion Group
Very active in the community
Phone: (402) 323-1274
Email: dave.wilcox@ubt.com
Vicki Huff Vicki M. Huff, CFP®
First Vice President & Trust Marketing Officer
Graduate of Cannon Trust School & College for
Financial Planning
32 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.huff@ubt.com
Brad Philson Bradley A. Philson, J.D.
First Vice President & Senior Trust Officer
B.S. and J.D., University of Nebraska
Over 19 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.philson@ubt.com
Kim Munnis Kimberly A. Munnis, CTFA
Vice President & Senior Trust Officer
B.A., University of Nebraska
Graduate of Cannon Trust School
Over 25 years of trust and financial services experience
Member: Lincoln Estate Planning Council
Active in the community
Phone: (402) 323-1613
Email: kim.munnis@ubt.com
John Atkins John Atkins, J.D.
Vice President & Senior Trust Officer
B.A., Hastings College
Juris Doctorate from Creighton University
Over 32 years of trust experience
Phone: (402) 827-6990
Email: john.atkins@ubt.com
Julie Hogg Julie A. Hogg, J.D., CTFA
Vice President & Senior Trust Officer
B.S., J.D., University of Nebraska
Over 8 years of trust experience
Member: Nebraska Bar Association; Lincoln Estate Planning Council
Phone: (402) 323-1122
Email: julie.hogg@ubt.com
Lisa Moore

Lisa M. Moore, CPA, CTFA
Vice President & Senior Trust Officer
B.S., University of Nebraska
Over 18 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.moore@ubt.com

Julie Pokorny Julie Pokorny, J.D., CTFA
Vice President & Senior Trust Officer
B.S., University of Nebraska
Juris Doctorate from UNL College of Law
Over 32 years of trust experience
Member: Lincoln Estate Planning Council, Nebraska State Bar Foundation Fellow
Phone: (402) 323-1869
Email: julie.pokorny@ubt.com
Alice Skultety Alice Skultety, J.D.
Vice President & Senior Trust Officer
B.S., University of Kansas
Juris Doctorate from Creighton University School of Law
Over 24 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.skultety@ubt.com
Steve Kryger 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 15 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.kryger@ubt.com
Doug Koenig 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.koenig@ubt.com
Andy Kafka 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.kafka@ubt.com