The Schubert & Lassek Group

Merrill Lynch Wealth Management
301 South 12 Street
Lincoln, NE 68508
(402) 473.1814
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Life has many events and unexpected turning points that we need to plan for. At The Schubert & Lassek Group, our goal is to be the first call you make for all of life’s milestones, triumphs, and transitions. We are committed to developing lifelong, multigenerational relationships that evolve with you and your family to help you manage, preserve, and transition your wealth for future generations.
The Schubert & Lassek Group
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

Recognition
Kathryn Schubert
Senior Vice President, Wealth Management Advisor
Forbes "Top Women Wealth Advisors Best-in-State", 2022-2023
(Published annually Feb – April. Rankings based on data as of June 30 – September 30 of prior year.)
Forbes "Best-in-State Wealth Advisors", 2023
(Published on April 4, 2023. Rankings based on data as of June 30, 2022.)
Forbes "Top Next-Generation Wealth Advisors", 2024
Show more recognition
The Schubert & Lassek Group
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
About Us
Mission Statement

The Schubert & Lassek Group is a multi-disciplinary wealth management team with more than 85 years of combined financial services experience. Longtime Nebraska residents, we are privileged to help our clients, who are an extension of our family, friends, and neighbors with all of their wealth management needs. They are busy and successful people, and we pledge to remain a constant in their lives.

Diverse in age and experience, every member of our family-styled team is committed to the same set of values and principles, along with a disciplined process designed to better organize your financial life, help you preserve your wealth, and pursue your financial goals. It is this foundation that offers us a unique collective insight into the history and future outlook of wealth management and helps us meet a variety of financial needs that may occur during the various stages of your life and the lives of your children and grandchildren.

We relish the opportunity to apply our knowledge and skills, harnessing the extensive resources of Merrill and the banking convenience of Bank of America to advance your goals, streamline financial management, and intensify the beneficial outcomes of wealth for successive generations. We foster a boutique-style environment that prioritizes warmth and individualization yet offers the resources and capabilities of a global financial firm.

Our goal is to offer you straightforward answers and uncomplicated strategies that lead to smarter, more informed decisions. No matter what your priorities are, we combine actionable planning and objective advice to help you turn your goals into reality.

Meet Our Team
Kathryn Schubert,

CFP®

Senior Vice President, Wealth Management Advisor
402.496.5167
Daniel Lassek
Vice President, Senior Financial Advisor
402.496.5171
Melina G Petersen
Officer, Registered Senior Wealth Management Client Associate
402.496.5160
Michele Zimmerman
Officer, Wealth Management Associate
402.496.5151
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Joseph McCullough
Wealth Strategies Advisor
Bank of America, N.A.
Sarah Villanueva
Wealth Management Banking Specialist
Merrill
Brent Smitko
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #505779
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.