The Concerto Approach

Custom solutions designed to bring harmony to your life and lifestyle.

Concerto Family Office is a Union Bank inspired entity created to orchestrate solutions that simplify, coordinate, and enhance the lives of our exclusive clientele. Concerto harmoniously coordinates the professional resources of UBT’s $22 billion Wealth Management Division, preferred and proven outside specialists, and your existing trusted advisors to develop solutions for the individuals, families, and businesses it serves.

Concerto Team

Jon Gross

As the head of Union Bank & Trust's $22 billion Wealth Management division, Jon brings an exceptional level of investment and portfolio management experience.

John Gessert

John earned his B.B.A. from Texas Christian University, and went on to receive his Juris Doctor from the University of Nebraska College of Law. With Trust & Estate Planning expertise since 1993, John is a member of the Nebraska Bar Association, Lincoln Estate Planning Council, and Lincoln Probate Discussion Group.

Samantha Eckhardt, CFP®

A CERTIFIED FINANCIAL PLANNERTM designee, Sam's investment management, analysis, and financial planning expertise dates back to 2004.

Lucas Arndt, CPA

Lucas earned his CPA designation and has been in the financial industry since 2008. His primary focuses are individual and fiduciary taxation and comprehensive asset reporting. He is a member of the American Institute of Certified Public Accountants and Nebraska Society of Public Accountants.