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, CEPA

    Managing Director–Wealth Management

    Financial Advisor

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    • 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 27 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®) and Certified Exit Planning Advisor (CEPA) designations. 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.   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®)
    • Certified Exit Planning Advisor (CEPA)
    • 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, 2023The 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
  • Larry Sock Profile Photo

    Larry D. Sock

    Senior Vice President–Wealth Management

    Financial Advisor

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    • 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 41 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.

    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.
    • 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
    • William Shreve Profile Photo

      William "Bill" Shreve

      Senior Vice President–Wealth Management

      Financial Advisor

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

      With over 45 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
        • Joseph Hilger Profile Photo

          Joseph "Joe" S. Hilger, CFP, CEPA

          Senior Vice President–Wealth Management

          Financial Advisor

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          • 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
          • 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®) and Certified Exit Planning Advisor (CEPA) designations. Joe has been the recipient of the Forbes as a Best-In-State Wealth Advisor - 2023 along with his team, Summit Wealth Management Group as Forbes Best-In-State Teams - 2023.

          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)
          • Certified Exit Planning Advisor (CEPA)
          • 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 son, Jerry. 
          • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
          • Forbes Best-in-State Wealth Advisors, 2023The 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, Masters of Business Administration: 2013 - 2015
          • University of Nebraska - Lincoln, Bachelor of Science in Business Administration (Highest Distinction)
          • CERTIFIED FINANCIAL PLANNER™
          • Certified Exit Planning Advisor
          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
        • Dan Lindstrom

          Dan Lindstrom

          Senior Vice President–Wealth Management

          Financial Advisor

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          • 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
          • PA
          • SC
          • SD
          • TN
          • TX
          • VA
          • WA
          • WI

          Dan's has been dedicated to his clients and their relationships for over 40 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 and 7 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 and 7 grandchildren.

           

                13815 FNB Parkway
                Suite 300
                Omaha, NE 68154
              • Jonathan Kendall Profile Photo

                Jonathan "Jon" S. Kendall, CRPC

                Senior Vice President–Wealth Management

                Financial Advisor

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                • 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 23 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.  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
              • Thomas Alexander

                Thomas "Tom" L. Alexander

                Senior Vice President–Wealth Management

                Financial Advisor

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                • 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 22 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
                  • Marcus Plouzek

                    Marcus Plouzek, CFP, AWMA, CEPA, CSRIC

                    Financial Advisor

                    CERTIFIED FINANCIAL PLANNER™

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                    • 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, long-term care, trust services, philanthropy & estate planning strategies. Recently, his team, Summit Wealth Management Group, has been recognized by Forbes Best-In-State Teams - 2023.

                    “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®) and the Chartered SRI Counselor (CSRIC™) 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®)
                    • Chartered SRI Counselor - (CSRIC™)

                    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 & 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
                    • Chartered SRI Counselor℠
                    Financial planning
                    Retirement planning
                    Estate planning strategies
                    Exit planning
                    Business succession
                    Multi-generational families
                    Entrepreneurs
                    Professionals
                    8415 Maddox Drive
                    Suite 101
                    Lincoln, NE 68520
                  • Jim Largen

                    James "Jim" Largen

                    Financial Advisor

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                    • 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 son, Owen.

                    Experience

                    • Deloitte – Tax Attorney

                    Achievements 

                    • Law Degree

                    Life

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

                      • 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
                      • Alex Walter Profile Photo

                        Alexander "Alex" Walter Jr.

                        Senior Wealth Strategy Associate

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

                        Alex offers more than 42 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
                          • Susan Stults Profile Photo

                            Susan D. Stults, CFP

                            Senior Wealth Strategy Associate

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                            • CO
                            • IA
                            • NE

                            Susan has been providing relationship driven wealth management to individuals and families for over 25 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 teenage daughter, Taylor, they are busy with planning for college.
                            • They enjoy visiting the Nebraska Humane Society and helping rescue dogs in foster care.
                            • Susan and 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
                            • Dave headshot

                              David "Dave" Meagher, CIMA

                              Senior Wealth Strategy Associate

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                              • 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
                              • Kirstie A. Madsen

                                Kirstie A. Madsen

                                Team Administrator

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                                • 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
                                  • Michelle Gochanour

                                    Michelle Gochanour

                                    Wealth Management Associate

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                                    • CO
                                    • FL
                                    • IA
                                    • MO
                                    • NE
                                    • SC

                                    Michelle has worked in the financial services industry since 1997 and joined UBS and the Lindstrom Group. Recently, the Lindstrom Group and the Summit Wealth Management Group combined for synergy and resources.  She concentrates the majority of her time serving clients' needs and managing the administrative aspects of the practice.

                                    Michelle received her Bachelor of Science degree in Business Administration from the University of Nebraska Omaha in 1997 and earned her Series 7 and Series 66 license in 1998.

                                    In her free time Michelle enjoys family time, being outdoors, and boating and spending fun time with her fur babies, Lexi and Frank.

                                    Experience

                                    • Baird - Senior Registered Client Assoicate

                                    Life

                                    • Michelle, and her husband, Tim, enjoy spending time with their son, Cole, and his wife, Lacey, and, son Carter, and two grandkids.
                                    • They love the outdoors and time boating
                                    • They enjoy their two French bulldogs, Lexi and Frank

                                     

                                      • University of Nebraska - Omaha, Bachelor of Science - Business Administration: 1997
                                        13815 FNB Parkway,
                                        Suite 300
                                        Omaha, NE 68154-5220
                                      • Susy Alarcon

                                        Azucena "Susy" Alarcon

                                        Client Associate

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                                          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 two young children, Leo & Leilani
                                          • 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
                                              • Sabrina Johnson

                                                Sabrina Johnson

                                                Client Associate

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                                                  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
                                                      • Hannah

                                                        Hannah Gutzmer

                                                        Client Associate

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                                                          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

                                                          Education 

                                                          • University of Nebraska – Lincoln 2017-2022

                                                          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 - Finance: 2017 - 2021
                                                              8415 Maddox Drive
                                                              Suite 101
                                                              Lincoln, NE 68520
                                                            • Jake Wilson

                                                              Jake Wilson

                                                              Client Associate

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                                                                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 - Finance: 2017 - 2021
                                                                    13815 FNB Parkway
                                                                    Suite 300
                                                                    Omaha, NE 68154
                                                                  • Jacqueline Medcalf Profile Photo

                                                                    Jacqueline "Jackie" Medcalf

                                                                    Senior Client Associate

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                                                                    • NE

                                                                    For nearly 40 years, Jackie has been providing exceptional service to her clients.  She is an integral part of the team in daily operations and administration, providing and maintaining a high level of service to clients.  Jackie began her career in 1981 at Merrill Lynch and joined the Summit Wealth Management Group in 2009. 

                                                                    “I love the client connections and the relationships that I have built over the years”

                                                                    Jackie is focused on creating life-long relationships with her clients and providing the best experience possible with them.

                                                                    Experience

                                                                    • Merrill Lynch – Client Service Associate
                                                                       

                                                                    Volunteer Activities

                                                                    • Jackie is active in all UBS service projects such as, City Impact and the People’s City Mission.
                                                                       

                                                                    Life

                                                                    • Jackie grew up in Western Nebraska and still enjoys going back to spend time with family and friends.
                                                                    • She loves to read and spend time with her dog, Houston.

                                                                          8415 Maddox Drive
                                                                          Suite 101
                                                                          Lincoln, NE 68520

                                                                        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.

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                                                                        UBS and Credit Suisse—stronger than ever

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                                                                        The power of investing now

                                                                        Your life, wealth and future

                                                                        Your life, wealth and future

                                                                        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


                                                                        Backed by the strength of UBS

                                                                        A global leader in wealth management

                                                                        $5+ trillion

                                                                        In invested assets globally 
                                                                        As of 11/07/2023

                                                                        51 countries

                                                                        Our global footprint

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