A legacy for generations

summit wealth

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

mountain climbers

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • John Geist Profile Photo

    John C. Geist, CIMA

    Managing Director–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • AK
    • AR
    • AZ
    • CA
    • CO
    • DE
    • FL
    • GA
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MT
    • NC
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • SC
    • SD
    • TN
    • TX
    • VA
    • WA
    • WI
    • WY

    For over 28 years, John has been providing exceptional comprehensive wealth and multigenerational advice to individuals, families, business owners, executives, doctors, and retirees.  He began his investment career in 1996 at Merrill Lynch, and is a founding partner of the Summit Wealth Management Group. 

    John has earned the prestigious Certified Investment Management Analyst (CIMA®) designation. He is the recipient of numerous awards & acknowledgments including most recently ranked #7 in Forbes Best-In-State Wealth Advisor's 2023 and the Summit Wealth Management Group Forbes Best-In-State Teams - 2023, 2024.   John's team responsibilities include personalized investment and risk management, wealth planning, tax and estate strategies, business transitions, and life insurance evaluations.  

    “I am deeply committed to clients - both professionally and personally.  I strive to provide a meaningful experience on a daily basis to others around me”.

    His openness and ease of explanation offer straightforward conversations striking the perfect balance between content and client – with people from all walks of life.

    Experience

    • Merrill Lynch - Financial Advisor
    • Geist Global Manufacturing - Director of Finance and Administration

    Achievements

    • Certified Investment Management Analyst (CIMA®)
    • Managing Director - Wealth Management
    • Senior Portfolio Manager
    • Wealth Manager

    Volunteer Activities

    John serves the community through previous Board positions and committee involvement:

    • Friendship House
    • Foundation for Lincoln Public Schools
    • Clinic with a Heart
    • United Way


    Life

    John enjoys spending time with his wife, Lori, and their children, Kirstie and her husband, Bryan, Taylor and his wife, Marie, and Graham and his wife, Emily, and their three grandchildren.
    He and his family enjoy traveling, fly fishing, hunting, and spending time at their lake house.
     

    • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

    • University of Nebraska - Lincoln, Bachelor of Science in Business Administration and a minor in Security Analysis
    • The Wharton School of Business, Certified Investment Management Analyst Program
    • Wealth Advisor
    • Certified Investment Management Analyst®
    • Senior Portfolio Manager
    Financial planning
    Investing
    Retirement planning
    Estate planning strategies
    Philanthropy
    Legacy planning
    Exit planning
    Business owners
    8415 Maddox Drive
    Suite 101
    Lincoln, NE 68520
    susan.d.stults@ubs.com
    John C. Geist, CIMA
    8415 Maddox Drive,Lincoln,NE,68520
  • Larry Sock Profile Photo

    Larry D. Sock

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • AK
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MT
    • NC
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI
    • WY

    Larry’s focus and dedication to his clients and their success has made him a premier advisor around the country.  He has been equipping clients with decision making knowledge and providing extraordinary wealth planning for over 42 years.  Larry joined the UBS Summit Wealth Management Group in 2009 after many years at Merrill Lynch. His team, Summit Wealth Management Group has been acknowledged by Forbes as a Best-In-State Team - 2023, 2024.

    His responsibilities within the group include portfolio and liability management and retirement income strategies to help clients implement a comprehensive financial plan.  Larry fully capitalizes on the extensive resources and global expertise that UBS has to offer to support his clients and help them obtain their most cherished goals.

    “I strive every day to be an advocate for my clients and deliver what is in their best interest”

    Larry believes that everyone can benefit from caring and meticulous financial planning.  He is committed to and engaged with his clients and the relationship he has with them. 

    Experience

    • Merrill Lynch - Financial Advisor
    • Regional Account Executive Global Food Manufacturing

    Achievements

    • Senior Vice President Wealth Management

    Volunteer Activities

    • Board of Directors, Junior Achievement Lincoln, Nebraska
    • Past President and Board of Directors - Nebraska Golf Association

    Life

    • Larry and his wife, Pam, enjoy supporting and attending tennis tournaments where their son, Jack, is playing around the world.
    • He also enjoys teaming up with his son, Eric, in a couple of golf events yearly.
    • In 2016, Larry became the proud father of a Tennis Gold Medal Olympian - Jack Sock.
    • Larry and Pam became proud grandparents to their first grandson.
    • Forbes Best-in-State Wealth Advisors, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

    • University of Nebraska - Lincoln, Bachelor of Science in Business Administration and a minor in Marketing
      8415 Maddox Drive
      Suite 101
      Lincoln, NE 68520
      larry.sock@ubs.com
      Larry D. Sock
      8415 Maddox Drive,Lincoln,NE,68520
    • William Shreve Profile Photo

      William "Bill" Shreve

      Senior Vice President–Wealth Management

      Financial Advisor

      • image
      • image
      • image
      • AK
      • AZ
      • CA
      • CO
      • DE
      • FL
      • GA
      • IA
      • IL
      • IN
      • KS
      • MD
      • MN
      • MO
      • NC
      • NE
      • NH
      • SD
      • TN
      • TX
      • VA

      With over 46 years as a Financial Advisor, Bill has experienced the ever changing markets and has adapted to how that change can meet his client’s goals.  He joined UBS in 2009 and teamed up with the Summit Wealth Management Group in 2014.  Bill utilizes the intellectual capital of all that UBS offers – from global expertise to thought leadership in order to help his clients achieve their financial goals.

      Today, Bill provides timely advice to families, business owners, and executives.  It is his goal to create comprehensive financial plans for his clients that address their important priorities in life.  His experiences includes tactical portfolio management along with retirement planning and income opportunities.

      “Putting my clients first and meeting their needs and expectations is the guiding principal I work by”

      Bill has the ability to connect and engage with his clients while meeting their expectations.

        

      Experience

      • Smith Hayes Financial Services - Vice President and Board Member
      • Dean Witter/Morgan Stanley - Vice President Investments

      Achievements

      • Senior Vice President - Wealth Management

      Volunteer Activities

      Bill has served on the following organizations:

      • Board of Directors - YMCA
      • Advisory Board - Boys and Girls Club of Lincoln
      • Board of Directors - Lincoln Country Club
      • Various charities and church activities

      Life

      • Bill and his wife Linda have four children – Abby, Joe and wife, Mallory, Charlie and wife, Lauren, Seth and wife, Courtney.
      • They especially enjoy spending time with their six grandchildren.
      • Bill enjoys sporting activities, exercising and spending time at their cabin.

        • University of Nebraska - Lincoln, Bachelor's of Science in Political Science and Business Administration
          8415 Maddox Drive
          Suite 101
          Lincoln, NE 68520
          william.shreve@ubs.com
          William "Bill" Shreve
          8415 Maddox Drive,Lincoln,NE,68520
        • Joseph Hilger Profile Photo

          Joseph "Joe" S. Hilger, CFP

          Senior Vice President–Wealth Management

          Financial Advisor

          • image
          • image
          • image
          • AK
          • AR
          • AZ
          • CA
          • CO
          • DE
          • FL
          • GA
          • IA
          • ID
          • IL
          • IN
          • KS
          • KY
          • LA
          • MA
          • MD
          • ME
          • MI
          • MN
          • MO
          • MT
          • NC
          • NE
          • NH
          • NJ
          • NM
          • NV
          • NY
          • OH
          • OK
          • OR
          • PA
          • SC
          • SD
          • TN
          • TX
          • VA
          • WA
          • WI

          For many years, Joe has been providing innovative and exceptional wealth planning and strategical advice to families, doctors, executives, farmers, professional athletes and business owners.  Joe started with UBS in 2015 and joined the Summit Wealth Management Group in 2017.  Prior to joining UBS, Joe focused on tax strategies as a Certified Public Accountant.  While at UBS, he has obtained the coveted Certified Financial Planner (CFP®) designation. Joe has been the recipient of the Forbes as a Best-In-State Wealth Advisor - 2023, 2024 along with his team, Summit Wealth Management Group as Forbes Best-In-State Teams - 2023, 2024.

          Joe provides a fresh perspective on key areas that affect clients and their families, especially in the multigenerational wealth transfer process and helping young successful business executives build wealth and he provides the creativity and innovation for where their business takes them.

          "I treat my clients the way I want to be treated – with integrity and transparency. These values help lead the way as we navigate a quickly changing world. I hear my clients, genuinely care about their dreams, and strive to deliver innovative solutions and advice to help make those a reality."   

          Joe is passionate about the relationships he has with his clients and hopes every day to provide a meaningful and valuable experience for them.

          Experience

          • UBS Financial Services – Regional Wealth Planning Specialist
          • BKD, LLP - Tax Accountant

          Achievements

          • Certified Public Accountant (CPA)
          • Certified Financial Planner (CFP)
          • Senior Vice President - Wealth Management

           Volunteer Activities

          • Treasurer - Clinic with a Heart
          • Member and past Treasurer - Frassati Society for Young Adults
          • Member - Lincoln Young Professionals

          Life

          • Joe and his wife, Julia, enjoy skiing, hiking and traveling along with spending time with family.
          • He and Julia are proud parents of their two kids, Jerry & Josie. 
          • Forbes Best-in-State Wealth Advisors, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
          • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
          • Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.

          • University of Nebraska - Lincoln, Masters of Business Administration: 2013 - 2015
          • University of Nebraska - Lincoln, Bachelor of Science in Business Administration (Highest Distinction)
          • CERTIFIED FINANCIAL PLANNER®
          Financial planning
          Education planning
          Philanthropy
          Alternative investments
          Retirement Plan consulting
          Multi-generational families
          Professional athletes
          Corporate executives
          8415 Maddox Drive
          Suite 101
          Lincoln, NE 68520
          joe.hilger@ubs.com
          Joseph "Joe" S. Hilger, CFP
          8415 Maddox Drive,Lincoln,NE,68520
        • Dan Lindstrom

          Dan Lindstrom

          Senior Vice President–Wealth Management

          Financial Advisor

          • image
          • image
          • image
          • AK
          • AZ
          • CA
          • CO
          • DE
          • FL
          • GA
          • IA
          • ID
          • IL
          • IN
          • KS
          • KY
          • LA
          • MA
          • MD
          • ME
          • MI
          • MN
          • MO
          • MT
          • NC
          • NE
          • NH
          • NJ
          • NM
          • NV
          • NY
          • OH
          • OK
          • OR
          • PA
          • SC
          • SD
          • TN
          • TX
          • VA
          • WA
          • WI

          Dan's has been dedicated to his clients and their relationships for over 43 years as both an advisor and a branch manager. He strives daily to make a difference in people's lives and the organizations he serves.  Dan and his team combined with Summit Wealth Management Group in 2023 and he works directly with clients on portfolio management, equity, and fixed income strategies.

          Dan graduated from the University of Nebraska and was #98 and a Letterman for the Nebraska Cornhusker Football team. Dan serves the Omaha community through involvement in many organizations like the Omaha Community Foundation, Omaha Bridges Out of Poverty, National Cowboy and Western Heritage Museum, Reining Horses, Fellowship of Christian Athletes, and The University of Nebraska "N" Club.

          Dan and his wife, Deb, love to spend time with their 3 children, Brett, and his wife, Leigh, & son, Tyler, and Morgan, and her husband, Brent and their seven grandchildren.

           

          Experience

          • Piper Jaffray – Branch Manager
          • Piper Jaffray – Financial Advisor
          • Morgan Stanley - Financial Advisor

          Achievements 

          • Senior Vice President - Wealth Management

           Volunteer Activities

          Dan has served the community through volunteering:

          • Omaha Community Foundation
          • Omaha Bridges Out of Poverty
          • National Cowboy
          • Reining Horses
          • Western Heritage Museum
          • Fellowship of Christian Athletes
          • The University of Nebraska "N" Club

          Life

          • Dan, and his wife, Deb, enjoy spending spare time with their children, Brett, and his wife,  Leigh, son, Tyler, and daughter, Morgan, and her husband, Brent and their seven grandchildren.

           

          • Forbes Best-in-State Wealth Advisors, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

          • University of Nebraska, Lincoln, Bachelor of Science - Agriculture: 1976 - 1981
            13815 FNB Parkway
            Suite 300
            Omaha, NE 68154
            dan.lindstrom@ubs.com
            Dan Lindstrom
            13815 FNB Parkway,Omaha,NE,68154
          • Jonathan Kendall Profile Photo

            Jonathan "Jon" S. Kendall, CRPC

            Senior Vice President–Wealth Management

            Financial Advisor

            • image
            • image
            • image
            • AK
            • AR
            • AZ
            • CA
            • CO
            • DE
            • FL
            • GA
            • IA
            • ID
            • IL
            • IN
            • KS
            • KY
            • LA
            • MA
            • MD
            • ME
            • MI
            • MN
            • MO
            • MT
            • NC
            • ND
            • NE
            • NH
            • NJ
            • NM
            • NV
            • NY
            • OH
            • OK
            • PA
            • SC
            • SD
            • TN
            • TX
            • VA
            • WA
            • WI

            For over 24 years, Jon has been providing outstanding comprehensive wealth management to company executives, business owners, individuals and families.  He began his investment career in 2000 and joined the Summit Wealth Management Group in 2017.  Recently, Jon's team, Summit Wealth Management Group, was recognized by Forbes as Best-In-State Team - 2023, 2024.  Jon works with high net worth clients assisting with their financial and retirement planning, portfolio construction, asset allocation and risk management. Throughout, Jon is dedicated to helping clients feel prepared and on track to meeting their goals.

            “I strive for an understanding of each client's unique set of goals and values. It is important to me to manage the financial details, so clients can enjoy their life's journey and achieve their personal set of goals and dreams.”

            Through UBS, Jon utilizes the full breadth and depth of the UBS platforms, global expertise, and thought leadership to support his clients and help them achieve their most important goals

            Experience

            • IBM – Senior Marketing Specialist Large Systems
            • Nexterna (Union Pacific Technology Subsidiary) – Senior Sales Specialist
               

            Achievements 

            • Chartered Retirement Planning Counselor (CRPC)
            • Senior Vice President - Wealth Management
                

            Volunteer Activities

            Jon has served the community through volunteering:

            • Marian High School
            • Creighton Prep
            • Duchesne Academy
            • St. Vincent de Paul
            • Associate Director - Franciscan Monastery of St. Clare in Elkhorn, Nebraska.
               

            Life

            • Jon and his wife, Patty, spend their spare time with their children, Jennifer and her husband, Todd, Sean and his wife, Taylor, and Kathleen and her husband, Bill, and grandchildren.
            • He enjoys being a member of the United States Tennis Association (USTA) and appreciates time on the tennis court with friends.
            • Jon also enjoys playing tennis, golfing and boating.
            • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

            • Dalhousie University, Master of Business Administration in Finance and Marketing
            • Hartwick College, Bachelor of Arts in Economics
            • Chartered Retirement Planning Counselor
            401(k) plan services
            Retirement Plan consulting
            Securities-backed lending
            Retirement planning
            Long-term care planning
            Estate planning strategies
            Philanthropy
            Asset allocation
            13815 FNB Parkway
            Suite 300
            Omaha, NE 68154
            jon.kendall@ubs.com
            Jonathan "Jon" S. Kendall, CRPC
            13815 FNB Parkway,Omaha,NE,68154
          • Thomas Alexander

            Thomas "Tom" L. Alexander

            Senior Vice President–Wealth Management

            Financial Advisor

            • image
            • image
            • AK
            • AR
            • AZ
            • CA
            • CO
            • DE
            • FL
            • GA
            • IA
            • ID
            • IL
            • IN
            • KS
            • KY
            • LA
            • MA
            • MD
            • ME
            • MI
            • MN
            • MO
            • MT
            • NC
            • NE
            • NJ
            • NM
            • NV
            • NY
            • OH
            • OK
            • PA
            • SC
            • SD
            • TN
            • TX
            • VA
            • WA

            Tom joined UBS as a Financial Advisor over 23 years ago after a successful 30-year banking career with First Commerce Bancshares which was acquired by Wells Fargo Bank.  In January 2022, he joined the Summit Team and will continue to add experience and knowledge as a Financial Advisor. 

            “It is important to me to partner with a team that values the best interests of clients just like I do”

            He believes that the team encompasses the integrity and values that he finds important for clients and looks forward to a new collaboration with the team.

            Experience

            • First Commerce Bancshares – Senior Vice President

            Achievements

            • Senior Vice President - Wealth Management - UBS
               
              Life

            Tom enjoys spending time with his wife, Charli, and their son, Jason, Jason’s wife, Lindsay, daughter, Kara, and his 6 grandchildren.

              • University of Nebraska - Lincoln, Bachelor of Science in Economics and Finance: 2008 - 2012
                8415 Maddox Drive
                Suite 101
                Lincoln, NE 68520
                thomas.l.alexander@ubs.com
                Thomas "Tom" L. Alexander
                8415 Maddox Drive,Lincoln,NE,68520
              • Marcus Plouzek

                Marcus Plouzek, CFP, AWMA, CEPA

                Financial Advisor

                CERTIFIED FINANCIAL PLANNER®

                • image
                • image
                • image
                • image
                • AK
                • AR
                • AZ
                • CA
                • CO
                • DE
                • FL
                • GA
                • IA
                • ID
                • IL
                • IN
                • KS
                • KY
                • LA
                • MA
                • MD
                • ME
                • MI
                • MN
                • MO
                • MT
                • NC
                • NE
                • NH
                • NJ
                • NM
                • NV
                • NY
                • OH
                • OK
                • OR
                • PA
                • SC
                • SD
                • TN
                • TX
                • VA
                • WA
                • WI

                Marcus Plouzek joined UBS in 2018 as the UBS Wealth Planning Associate for the Midwest region. Prior to joining UBS, Marcus earned a well-rounded finance experience at various firms in private equity, commercial lending, & corporate innovation. In his prior role, he was responsible for providing Advisors & their clients with objective advice from the financial plan design, to strategies and implementation. 

                Marcus joined the Summit Wealth Management Group in 2022 as a Financial Advisor focusing on planning.  Through planning, Marcus offers guidance to clients on topics such as retirement planning, insurance, trust services, philanthropy & estate planning strategies. Recently, his team, Summit Wealth Management Group, has been recognized by Forbes Best-In-State Teams - 2023, 2024.

                “Wealth seems like a simple topic on its face. What I have found over the years is that our relationship to our wealth & our goals with it are intensely personal, varying greatly from one person to the next. My goal in working with our clients is to help them pursue their uniquely-defined dream life with the resources that they have.”

                Marcus enjoys working with business owners in all phases of business and holds the Certified Exit Planning Advisor (CEPA), the coveted Certified Financial Planner (CFP®), the Accredited Wealth Management Advisor (AWMA®) designations.

                Experience

                • CompanyCam- Director of Business Development
                • Nelnet Innovation Hub - Financial Analyst
                • NBC Bancshares - Credit Analyst

                Achievements

                • Certified Financial Planner (CFP®)
                • Certified Exit Planning Advisor (CEPA)
                • Accredited Wealth Management Advisor (AWMA®)

                Volunteer Activities

                • Mercy City Board of Directors
                • Lincoln Children's Museum Board of Directors

                Life

                • Outside of the office, Marcus loves spending time with his wife, Alexis, his children, Rosie, Elsa & Jones & their families & friends.
                • He loves exploring new ideas, hobbies, skills and adventures.

                 

                • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

                • University of Nebraska - Lincoln, Bachelor of Science in Economics and Finance: 2008 - 2012
                • CERTIFIED FINANCIAL PLANNER®
                • Accredited Wealth Management Advisor℠
                • Certified Exit Planning Advisor
                Financial planning
                Retirement planning
                Estate planning strategies
                Exit planning
                Business succession
                Multi-generational families
                Entrepreneurs
                Professionals
                8415 Maddox Drive
                Suite 101
                Lincoln, NE 68520
                marcus.plouzek@ubs.com
                Marcus Plouzek, CFP, AWMA, CEPA
                8415 Maddox Drive,Lincoln,NE,68520
              • Jim Largen

                James "Jim" Largen

                Financial Advisor

                • image
                • image
                • AL
                • AZ
                • CA
                • CO
                • FL
                • GA
                • IA
                • ID
                • IL
                • IN
                • KS
                • MA
                • MD
                • MI
                • MN
                • MO
                • NE
                • NH
                • NM
                • NY
                • OH
                • OR
                • PA
                • SC
                • SD
                • TX
                • VA
                • WA
                • WI

                Jim joined UBS and the Lindstrom Group in 2021 and in 2023, Jim and his group combined the Summit team.  Prior to joining UBS, Jim worked for Deloitte as a tax attorney, specializing in tax saving strategies and alternative investing. Today, Jim uses his talents and skill set to help clients with financial planning, tax efficient investing, and multigenerational wealth transfers. 

                Jim received his Bachelor of Science degree in Economics from the University of Nebraska and his law degree from the University of Denver Sturm College of Law. Jim lives in Omaha with his wife, Sophie, and their young sons, Owen and Henry.

                Experience

                • Deloitte – Tax Attorney

                Achievements 

                • Law Degree

                Life

                • Jim, and his wife, Sophie, enjoy spending spare time with their young sons, Owen and Henry.

                Volunteer Activities

                • Jim is supportive of all UBS volunteer activities.

                  • University of Nebraska - Lincoln, Masters of Business Administration: 2013 - 2015
                  • University of Denver, Sturm College of Law
                    1 Valmont Plaza
                    Suite 300
                    Omaha, NE 68154
                    james.largen@ubs.com
                    James "Jim" Largen
                    1 Valmont Plaza,Omaha,NE,68154
                  • Alex Walter Profile Photo

                    Alexander "Alex" Walter Jr.

                    Senior Wealth Strategy Associate

                    • image
                    • image
                    • image
                    • AZ
                    • CA
                    • CO
                    • FL
                    • GA
                    • IA
                    • IL
                    • KS
                    • MN
                    • MO
                    • NE
                    • NV
                    • OK
                    • SD
                    • TX
                    • VA

                    Alex offers more than 43 years of investment experience to those that he has worked with over the years.   Doctors, executives, business owners, and individuals are those that have benefited from Alex’s tenure.  Alex began his investment career in 1978 at Merrill Lynch and is a founding partner of the Summit Wealth Management Group.  He is a key contributor to facilitating client meetings and relationships working across the team to help clients accumulate and distribute their family assets through sound financial principles.

                    “I strive every day to help clients solve whatever opportunity they have in front of them.   A little humor helps too!”

                    With such a lengthy career, clients have become friends.   Alex always has put his friends and relationships first in his life.  

                    Experience

                    • Merrill Lynch - Financial Advisor
                    • Kirkpatrick Pettis - Financial Advisor
                    • United States Army - Captain
                        

                    Volunteer Activities

                    • Alex enjoys supporting and attending numerous local charities.

                    Life 

                    • Alex and his wife Rhonda have one daughter, Christie, who is married to Ron, and one grandson.
                    • Together, Alex and Rhonda enjoy traveling abroad, golfing, and spending time with his family.

                      • University of Nebraska - Lincoln, Bachelor of Science in Secondary Education and History
                        Professionals
                        Corporate executives
                        Asset allocation
                        Investing
                        Financial planning
                        Estate planning strategies
                        Retirement planning
                        Legacy planning
                        8415 Maddox Drive
                        Suite 101
                        Lincoln, NE 68520
                        alex.walter@ubs.com
                        Alexander "Alex" Walter Jr.
                        8415 Maddox Drive,Lincoln,NE,68520
                      • Susan Stults Profile Photo

                        Susan D. Stults, CFP

                        Senior Wealth Strategy Associate

                        • image
                        • image
                        • image
                        • CO
                        • IA
                        • NE

                        Susan has been providing relationship driven wealth management to individuals and families for over 28 years.  She began her financial career at US Bank in 1981 and joined the UBS Summit Wealth Management Group in 2012.  Susan obtained the coveted Certified Financial Planner (CFP®) designation in 2007.  In addition to her client relationships, Susan enjoys using her marketing education to enhance the team’s social media presence, creating and delivering marketing campaigns, and curating team events to deliver unmatched client experiences.

                        “I’m inspired and humbled by the long-lasting relationships I’ve built with clients and the difference I believe I’ve made – both personally and professionally in their lives”.

                        Susan is deeply committed to creating lifelong and meaningful relationships with those in her life.

                        Experience

                        • Piper Jaffray (UBS) - Financial Advisor
                        • US Bank - Branch Manager
                           

                        Achievements

                        • Ten Outstanding Young Omahans (TOYO) Nomination 
                        • Certified Financial Planner CFP®
                           

                        Volunteer Activities

                        Susan is deeply committed to causes relating to children and animals

                        • Past Guild Board Member - Child Saving Institute
                        • Past Guild Board Member - Lutheran Family Services
                        • Past Guild Board Member - Nebraska Humane Society
                        • Former mentor for children aging out of the Foster Care system
                        • Former Licensed Foster Mom
                           

                        Life

                        • Susan loves spending time with her daughter, Taylor, when home from college.
                        • They enjoy visiting the Nebraska Humane Society and helping rescue dogs in foster care.
                        • Susan, her significant other, Jon, & Taylor love to travel with family and are thankful to live in the United States.

                          • University of Nebraska – Omaha, Bachelor of Science in Business Administration specializing in Marketing
                          • Metropolitan State University of Denver, Certified Financial Planner (CFP®)
                          • CERTIFIED FINANCIAL PLANNER®
                          Financial planning
                          Retirement planning
                          Women investors
                          Multi-generational families
                          Estate planning strategies
                          Education planning
                          Long-term care planning
                          8415 Maddox Drive
                          Suite 101
                          Lincoln, NE 68520
                          susan.d.stults@ubs.com
                          Susan D. Stults, CFP
                          8415 Maddox Drive,Lincoln,NE,68520
                        • Dave headshot

                          David "Dave" Meagher, CIMA, CPWA

                          Senior Wealth Strategy Associate

                          • image
                          • image
                          • image
                          • AK
                          • AR
                          • AZ
                          • CA
                          • CO
                          • CT
                          • DE
                          • FL
                          • GA
                          • IA
                          • ID
                          • IL
                          • IN
                          • KS
                          • KY
                          • LA
                          • MA
                          • MD
                          • ME
                          • MI
                          • MN
                          • MO
                          • MT
                          • NC
                          • ND
                          • NE
                          • NH
                          • NJ
                          • NM
                          • NV
                          • NY
                          • OH
                          • OK
                          • OR
                          • PA
                          • SC
                          • SD
                          • TN
                          • TX
                          • UT
                          • VA
                          • WA
                          • WI
                          • WY

                          Dave joined the Summit Wealth Management Group in 2022 with an impressive background. Prior to joining UBS, Dave focused on strategy and development for new and existing commercial real estate in the Nebraska regional market.  

                          Combining his passion for investments with his attention to detail, his role is to analyze all aspects of the portfolio and prepare tailored advice based on each client’s personal objectives.  

                          Dave holds the coveted Certified Investment Management Analyst® certification, administered by the Investments & Wealth Institute and taught in conjunction with the Yale University School of Management.

                          His primary focus is on investment solutions and strategies, daily investment monitoring, trading, tax strategy deployment, review preparation, risk assessment, and wholesaler support. 

                          “I take great pride in my relationships with our clients and enjoy every opportunity to gain a deeper understanding of their situation, concerns, and goals.  By working in partnership, I aim to provide these individuals and families with creative and innovative solutions which simplify their financial lives.”

                          Dave has an ease of conversation about him and genuine interest in helping others achieve their personal and professional objectives.


                          Experience

                          • WRK Real Estate – Commercial Agent/Project Development
                          • University of Nebraska – Lincoln – Financial Specialist

                           Volunteer Activities

                          Dave serves the community through previous and current involvement:

                          • TeamMates – Mentor
                          • Lincoln East High School - Volunteer Coach
                          • Clinic with a Heart – Charity Golf Tournament Chair
                          • Downtown Lincoln Association – Past Board & Executive Committee Member

                            Life

                          • When not spending time with his wife, Mikaela, and two young daughters, Lulu and Emmy, Dave enjoys golfing, cycling, skiing, and community involvement 

                           

                            • University of Nebraska - Lincoln, Masters of Business Administration: 2013 - 2015
                            • University of Nebraska - Lincoln, Bachelor of Science in Economics and Finance: 2008 - 2012
                            • Certified Investment Management Analyst®
                            8415 Maddox Drive
                            Suite 101
                            Lincoln, NE 68520
                            david.meagher@ubs.com
                            David "Dave" Meagher, CIMA, CPWA
                            8415 Maddox Drive,Lincoln,NE,68520
                          • Kirstie A. Madsen

                            Kirstie A. Madsen

                            Team Administrator

                            • image
                            • image
                            • image
                            • AZ
                            • NE
                            • TX

                            For over 10 years, Kirstie has been focused on planning, implementing and streamlining processes, developing teams and building relationships in the medical field with exceptional clarity and efficiency.  She joined the Summit Wealth Management Group in 2021 and is focused on bringing her skill set to the team as Team Business Manager. 

                            Kirstie is forward thinking while building efficiencies within the team and continues to coordinate, collaborate, and facilitate the day-to-day operations to bring the highest level of service to our clients and team. 

                            “What I love about my career is the opportunity to build genuine relationships with clients and their families while using my talents to deepen our team abilities.”

                            Kirstie is focused on creating synergy and efficiency within the Summit Wealth Management Group to provide our clients with a top-level client experience.

                            Experience

                            • Bryan Health – Youth Mental Health Charge Nurse
                            • Celerion - Clinical Training Specialist
                            • Celerion - Clinical Research Pharmacy Associate
                            • Celerion - Clinical Research Team Manager

                            Achievements

                            • Emerging Leader Program 2020
                            • Beyond Expectations Award Winner 2016 & 2018
                            • Daisy Award Winner 2017

                            Volunteer Activities

                            • Big Brothers Big Sisters – Youth Mentor
                            • Clinic of the Heart – Volunteer Nurse
                            • Tabitha Meals on Wheels – Meal Delivery Volunteer
                            • Matt Talbot – Kitchen Volunteer
                            • The Working Cat Project; Capital Humane Society; Revolution Rescue – Current and
                            • Former Foster Family

                            Life

                            • Serves the community through Big Brothers Big Sisters, Clinic with a Heart, Meals on Wheels, Matt Talbot, Center for People in Need, City Impact along with being a Foster Family with several Animal Rescues
                            • Enjoys spending time with her husband, Bryan, their daughter Henrietta and son, Sullivan
                            • Hobbies include golfing, DIY home improvement projects, reading, taking care of her rescue animals, and traveling with family

                              • Bryan College of Health Sciences – Lincoln, Bachelor of Science in Nursing
                              • Nebraska Wesleyan University – Lincoln, Bachelor of Arts Degree in Biology
                                8415 Maddox Drive
                                Suite 101
                                Lincoln, NE 68520
                                kirstie.madsen@ubs.com
                                Kirstie A. Madsen
                                8415 Maddox Drive,Lincoln,NE,68520
                              • Susy Alarcon

                                Azucena "Susy" Alarcon

                                Client Associate

                                • image
                                • image
                                • image

                                  Susy offers new perspectives and efficiencies to the Summit Wealth Management Group.  She began her career in retail, and then servicing clients as a Personal Banker at US Bank.  Susy joined the team as a Client Service Associate in 2021 and will handle day to day operations and administration.  More importantly, Susy will build solid relationships and help clients with account needs. 

                                  “I love being a part of something bigger than myself – it is very rewarding to help others both professionally and personally.”

                                  Susy is determined to make a difference in helping the team & the clients she impacts.  She has witnessed the relationships that team members have formed with clients and feels strongly about creating those same strong bonds with clients. 

                                   Experience

                                  • US Bank – Personal Banker, Customer Relationship Consultant 2017-2021
                                  • Express Retail – Sales Manager 2016-2017
                                  • Aeropostale – Assistant Manager 2014-2016

                                   Volunteer Activities

                                  • TeamMates- Schuyler- Industry Community Schools 2012 -
                                  • US Bank – Women’s Leadership Group 2021

                                   Education

                                  • University of Nebraska – Lincoln 2014-2018
                                  • Wayne State College – 2012-2014

                                  Life 

                                  • Susy and her Significant Other, Luis, have three young children, Leo, Leilani & Luna
                                  • Her life focus is her family including her 2 fur babies!
                                  • Susy and Luis are passionate about the arts, especially music.  In the little spare time she has, Susy enjoys crafting and drawing.  As a family, they enjoy spending time with their families in Schuyler & Columbus but considers Mexico her second home.

                                   

                                        8415 Maddox Drive
                                        Suite 101
                                        Lincoln, NE 68520
                                        azucena.alarcon@ubs.com
                                        Azucena "Susy" Alarcon
                                        8415 Maddox Drive,Lincoln,NE,68520
                                      • Sabrina Johnson

                                        Sabrina Johnson

                                        Client Associate

                                        • image
                                        • image
                                        • image

                                          For over 14 years, Sabrina has been focused on managing compliance, and training and developing educational resources in the medical field.  Prior to the medical field, she focused on the day-to-day administrative side of a business.  Sabrina joined the Summit Wealth Management Group in 2022 and is focused on bringing her attention to the detail to the team.

                                          “I’m excited to be working in this business and look forward to building long lasting relationships with my co-workers, clients, and their families. “

                                          Sabrina is hardworking and focused on continued efficiencies and detail to the practice and is anxious to build long lasting client relationships like many others on the team.

                                          Experience

                                          • Celerion Inc – Clinical Training Supervisor
                                          • Homequest Homes – Administrative Assistant

                                          Life

                                          • Sabrina and her husband, Tony, keep very busy with their 6 kids– Aubrey, Thaddaeus, Mila, Gideon, Phineas, and Theodore
                                          • In her free time, she loves to draw portraits of friends and family, going on walks and bike rides, and enjoying theme parks with her kids

                                          Volunteer

                                          • Girl Scouts of America

                                                8415 Maddox Drive
                                                Suite 101
                                                Lincoln, NE 68520
                                                sabrina.johnson@ubs.com
                                                Sabrina Johnson
                                                8415 Maddox Drive,Lincoln,NE,68520
                                              • Hannah

                                                Hannah Gutzmer

                                                Client Associate

                                                • image
                                                • image
                                                • image
                                                • NE

                                                Hannah offers new efficiencies to the Summit Wealth Management Group.  She began her career in service in 2016 and joined the Summit Team in 2023.  Hannah joined the team as a Client Service Associate and will handle day to day operations and administration.  More importantly, Hannah will build solid relationships and help clients with account needs. 

                                                Experience 

                                                • Crescent Electric Supply – Quotations Specialist, Project Manager 2022-2023
                                                • West Gate Bank – Teller 2019-2022
                                                • Super Target – Cashier 2016-2019

                                                Life

                                                •  Hannah grew up in Hickman, NE and will regularly go back to spend time with my family and pets

                                                Volunteer Activities 

                                                • Royal Family Kids Club – Mentor 2019-2020
                                                • Royal Family Kids Camp – Counselor 2018, 2019

                                                 

                                                  • University of Nebraska, Lincoln, Bachelor of Science - Agriculture: 1976 - 1981
                                                    8415 Maddox Drive
                                                    Suite 101
                                                    Lincoln, NE 68520
                                                    hannah.gutzmer@ubs.com
                                                    Hannah Gutzmer
                                                    8415 Maddox Drive,Lincoln,NE,68520
                                                  • Jake Wilson

                                                    Jake Wilson

                                                    Client Associate

                                                    • image
                                                    • image
                                                    • image
                                                    • AK
                                                    • AZ
                                                    • CA
                                                    • CO
                                                    • DE
                                                    • FL
                                                    • GA
                                                    • IA
                                                    • IL
                                                    • IN
                                                    • KS
                                                    • KY
                                                    • LA
                                                    • MA
                                                    • MD
                                                    • ME
                                                    • MI
                                                    • MN
                                                    • MO
                                                    • MT
                                                    • NC
                                                    • NE
                                                    • NH
                                                    • NJ
                                                    • NM
                                                    • NV
                                                    • NY
                                                    • OH
                                                    • OK
                                                    • OR
                                                    • PA
                                                    • SC
                                                    • SD
                                                    • TN
                                                    • TX
                                                    • VA
                                                    • WA
                                                    • WI

                                                    Jake joined UBS and the Summit Wealth Management Group in 2023 as a Client Service Representative.  He plans to work and collaborate  primarily with our Omaha team.  Prior to UBS, Jake earned his financial experience with firms specializing in public equity and commercial banking. 

                                                    “Culture is the foundation of a successful and fulfilling atmosphere, in all walks of life. UBS exemplifies this - helping others professionally and creating personal relationships.”

                                                    With a passion for assisting others, Jake is focused on building lasting relationships with clients and servicing them to the highest standard. He strives to live by his Eagle Scout motto - to help build a better world where people are self-fulfilled as individuals and play a constructive role in society.

                                                    Jake lives in Omaha with his girlfriend, Azia.  They love to spend time with their red lab, Jessie and, especially enjoy time with his amazing new niece! 

                                                    Experience

                                                    • First National Bank of Omaha – Commercial Credit Analyst 2021-2022
                                                    • Ironvine Capital – Client Service & Operations 2022-2023

                                                     Volunteer Activities

                                                    • Jake has served the community through various Boy Scout events

                                                     Life

                                                    • Jake, and his girlfriend, Azia spend time with their lab, Jessie and new niece. 
                                                    • He an avid outdoorsman loving to hunt, fish, golf and waterski.

                                                             

                                                     

                                                      • University of Nebraska - Lincoln, Bachelor of Science in Business Administration - Finance: 2017 - 2021
                                                        13815 FNB Parkway
                                                        Suite 300
                                                        Omaha, NE 68154
                                                        jake.wilson@ubs.com
                                                        Jake Wilson
                                                        13815 FNB Parkway,Omaha,NE,68154
                                                      • Katelin M. Luna

                                                        Katelin M. Luna

                                                        Client Associate

                                                        • image
                                                        • image

                                                          Katelin joined the Summit Wealth Management Group  in February 2024 as a Intern. In July, she accepted a Client Service Associate role and will handle day to day operations and administration primarily in Omaha.  

                                                          Katelin graduated  from the University of Nebraska – Omaha (UNO) with her bachelor’s degree in Real Estate and Finance.  During her college career, she successfully completed three internships, and maintained leadership roles in multiple student led organizations. Katelin says that her favorite memory at UNO was her time as a Research Assistant for an Accredited Professor in the Real Estate department.

                                                          “My journey has only just begun and I’m thrilled to continue learn, grow and further my career.  I look forward to building  long lasting relationships with my team, clients and their families.”

                                                          Katelin is hardworking and focused on continued client relationships like many others on the team.

                                                          Experience

                                                          • University of Nebraska – Research Assistant

                                                          Achievements

                                                          • Summa Cum Laude - University of Nebraska

                                                          Life

                                                          • Katelin, and her new husband, Baden, were married the summer of 2024 on a beach in Oregon.
                                                          • In her free time, she enjoys going to the movies, traveling and spending time with family.

                                                          Volunteer

                                                          • Katelin is active in UBS service projects such as Project Harmony, a child advocacy agency in Omaha, Nebraska

                                                            • University of Nebraska - Omaha, Bachelor of Science - Business Administration: 2020 - 2024
                                                              13815 FNB Parkway
                                                              Suite 300
                                                              Omaha, NE 68154
                                                              katelin.russell@ubs.com
                                                              Katelin M. Luna
                                                              13815 FNB Parkway,Omaha,NE,68154

                                                            Defining your priorities. Pursuing what matters.

                                                            Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

                                                            Mountain climbers on peak at sunrise

                                                            A leading global wealth manager

                                                            Man riding a skateboard

                                                            Are you ready for anything?

                                                            Three generations in apple orchard

                                                            Turn possibilities into a plan

                                                            A way forward

                                                            Understanding your life, your wealth and what you want to accomplish.

                                                            We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

                                                            Let's talk about how we can help you plan for the life you want

                                                            Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

                                                            The proof is in our numbers

                                                            18 person

                                                            seasoned team

                                                            400

                                                            Collective years of experience


                                                            A leader in wealth management

                                                            Backed by the strength of our parent company, UBS AG

                                                            $5.9+ trn

                                                            UBS Group invested assets
                                                            As of 06/30/2024

                                                            51 countries

                                                            Our global footprint

                                                            Global leader

                                                            UBS is a leading and truly global wealth manager

                                                            Insights