Over 280
Collective years of experience
Start planning your future now
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.
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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.
For over 25 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. John's team responsibilities include personalized investment and risk management, wealth planning, tax and estate strategies, business transitions, and life insurance evaluations. Through UBS, John utilizes the full depth and breadth of the UBS platforms, global expertise, and thought leadership to support his clients and helps them achieve their most important goals.
“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 their three grandchildren.
He and his family enjoy traveling, fly fishing, hunting, and spending time at their lake house.
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 40 years. Larry joined the UBS Summit Wealth Management Group in 2009 after many years at Merrill Lynch.
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
Achievements
Volunteer Activities
Life
With over 40 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
Achievements
Volunteer Activities
Bill has served on the following organizations:
Life
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 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
Achievements
Volunteer Activities
Life
For over 20 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. 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
Achievements
Volunteer Activities
Jon has served the community through volunteering:
Life
Tom joined UBS as a Financial Advisor over 20 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
First 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.
For over 25 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. John's team responsibilities include personalized investment and risk management, wealth planning, tax and estate strategies, business transitions, and life insurance evaluations. Through UBS, John utilizes the full depth and breadth of the UBS platforms, global expertise, and thought leadership to support his clients and helps them achieve their most important goals.
“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 their three grandchildren.
He and his family enjoy traveling, fly fishing, hunting, and spending time at their lake house.
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 40 years. Larry joined the UBS Summit Wealth Management Group in 2009 after many years at Merrill Lynch.
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
Achievements
Volunteer Activities
Life
With over 40 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
Achievements
Volunteer Activities
Bill has served on the following organizations:
Life
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 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
Achievements
Volunteer Activities
Life
For over 20 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. 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
Achievements
Volunteer Activities
Jon has served the community through volunteering:
Life
Tom joined UBS as a Financial Advisor over 20 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
First 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.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
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.
Talking about future financial responsibility can be an emotional and challenging topic for both parents and children. Whether you’re discussing an inheritance, insurance, a business transition or wealth transfer, an open, honest discussion among family members makes the process more rewarding for everyone. Let us show you how.
For investors under 40, your wealth is on the rise. That's why the right financial advice is more critical than ever—it all starts with careful and comprehensive planning. We're here to help make sure your impact rises right along with you. The sooner you get started, the more your money can work for you. For your family. For the world.
How can we help you pursue your goals? Our advice focuses on three key strategies: Liquidity. Longevity. Legacy. This approach can help you explore, clarify and pursue your financial goals. Working together with you, we can help you plan for life today and beyond.
Time frames may vary. Strategies are subject to individual client goals, objectives and suitability. 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.
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.
Over 280
Collective years of experience
15 person
seasoned team
$2.8 trillion
In invested assets globally
As of 06/30/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
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