A legacy for generations

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.

Start the conversation

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 C. Geist, CIMA, CEPA

Managing Director–Wealth Management

Wealth Advisor
View bio Industry recognition
- AK
- AL
- 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
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- 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, 2023The 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 Exit Planning 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 D. Sock

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AL
- 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
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- 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, 2023The 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 "Bill" Shreve

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AK
- AL
- AZ
- CA
- CO
- DE
- FL
- GA
- IA
- ID
- IL
- IN
- KS
- KY
- MD
- ME
- MN
- MO
- MT
- NC
- NE
- NM
- NV
- NY
- OH
- OK
- RI
- SD
- TN
- TX
- VA
- WA
- WI
- WY
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
- UBS 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 "Joe" S. Hilger, CFP, CEPA

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AL
- 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
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WY
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, 2023The 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
Jonathan "Jon" S. Kendall, CRPC

First Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AL
- 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
- OR
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WY
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)
- 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, 2023The 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 "Tom" L. Alexander

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AK
- AL
- 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
- RI
- SC
- SD
- TN
- TX
- VA
- WA
- WY
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, CFP, AWMA, CEPA, CSRIC

Financial Advisor

CERTIFIED FINANCIAL PLANNER™
View bio
- AK
- AL
- 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
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WI
- WY
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.
- 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
Alexander "Alex" Walter Jr.

Senior Wealth Strategy Associate
View bio
- 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 D. Stults, CFP

Senior Wealth Strategy Associate
View bio
- 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
David "Dave" Meagher

Senior Wealth Strategy Associate
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- 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
- RI
- 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.

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
8415 Maddox Drive
Suite 101
Lincoln, NE 68520
Kirstie A. Madsen

Team Administrator
View bio
- 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
Patrice "Patti" Wagner Byrne

Client Associate Senior
View bio
- AZ
- CA
- CO
- MN
- NE
As a Senior Client Service Associate, Patti has been providing outstanding service to clients while focusing on private banking services. She began her career in 1983 at Merrill Lynch and joined the Summit Wealth Management Group in 2009. Patti loves to educate clients on account services and UBS wealth resources while focusing on the relationship with each and every client.

“I love to be the one that can find a solution to anything that our clients need – both personally and professionally. Each client has become like family to me"

Patti is committed to being the person that clients call for any reason and providing the highest level of service to each one. Her favorite part of her role is the connections and relationships she has developed with clients over the last 40 years.

Experience
- Merrill Lynch – Senior Registered Client Service Associate
Volunteer Activities
- Patti is active in all UBS service projects such as, FoodNet and City Impact
Life
- Patti and her husband, Erin, have four children, Pat and his wife, Katie, Todd, Kelly, and Shannon and their three grandchildren.
- They enjoy golfing, traveling, and spending time at the lake with family and friends.
8415 Maddox Drive
Suite 101
Lincoln, NE 68520

Azucena "Susy" Alarcon

Client Associate
View bio
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

Client Associate
View bio
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
Jacqueline "Jackie" Medcalf

Client Associate Senior
View bio
- 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

John C. Geist, CIMA, CEPA

Managing Director–Wealth Management

Wealth Advisor
View bio Industry recognition
- AK
- AL
- 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
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- 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, 2023The 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 Exit Planning 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 D. Sock

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AL
- 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
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- 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, 2023The 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 "Bill" Shreve

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AK
- AL
- AZ
- CA
- CO
- DE
- FL
- GA
- IA
- ID
- IL
- IN
- KS
- KY
- MD
- ME
- MN
- MO
- MT
- NC
- NE
- NM
- NV
- NY
- OH
- OK
- RI
- SD
- TN
- TX
- VA
- WA
- WI
- WY
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
- UBS 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 "Joe" S. Hilger, CFP, CEPA

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AL
- 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
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WY
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, 2023The 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
Jonathan "Jon" S. Kendall, CRPC

First Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AL
- 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
- OR
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WY
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)
- 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, 2023The 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 "Tom" L. Alexander

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AK
- AL
- 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
- RI
- SC
- SD
- TN
- TX
- VA
- WA
- WY
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, CFP, AWMA, CEPA, CSRIC

Financial Advisor

CERTIFIED FINANCIAL PLANNER™
View bio
- AK
- AL
- 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
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WI
- WY
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.
- 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
Alexander "Alex" Walter Jr.

Senior Wealth Strategy Associate
View bio
- 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 D. Stults, CFP

Senior Wealth Strategy Associate
View bio
- 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
David "Dave" Meagher

Senior Wealth Strategy Associate
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- 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
- RI
- 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.

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
8415 Maddox Drive
Suite 101
Lincoln, NE 68520
Kirstie A. Madsen

Team Administrator
View bio
- 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
Patrice "Patti" Wagner Byrne

Client Associate Senior
View bio
- AZ
- CA
- CO
- MN
- NE
As a Senior Client Service Associate, Patti has been providing outstanding service to clients while focusing on private banking services. She began her career in 1983 at Merrill Lynch and joined the Summit Wealth Management Group in 2009. Patti loves to educate clients on account services and UBS wealth resources while focusing on the relationship with each and every client.

“I love to be the one that can find a solution to anything that our clients need – both personally and professionally. Each client has become like family to me"

Patti is committed to being the person that clients call for any reason and providing the highest level of service to each one. Her favorite part of her role is the connections and relationships she has developed with clients over the last 40 years.

Experience
- Merrill Lynch – Senior Registered Client Service Associate
Volunteer Activities
- Patti is active in all UBS service projects such as, FoodNet and City Impact
Life
- Patti and her husband, Erin, have four children, Pat and his wife, Katie, Todd, Kelly, and Shannon and their three grandchildren.
- They enjoy golfing, traveling, and spending time at the lake with family and friends.
8415 Maddox Drive
Suite 101
Lincoln, NE 68520
Azucena "Susy" Alarcon

Client Associate
View bio
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

Client Associate
View bio
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
Jacqueline "Jackie" Medcalf

Client Associate Senior
View bio
- 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

Forbes Best-In-State Wealth Advisors, Nebraska, 2023

The 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. Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. The advisor paid a fee to display the rating logo in connection with the award.

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.

UBS and Credit Suisse—stronger than ever

Our formal integration with Credit Suisse marks an unprecedented level of strength in our history—all in support of your financial goals. For more than 160 years, we’ve been tested and proven resilient—guiding our clients through a wide range of financial challenges and market opportunities. And we continue to demonstrate our leadership among the largest, and most respected, global banks.

Learn more

The power of investing now

Your life, wealth and future

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.}

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

Over 300

Collective years of experience

16 person

seasoned team

Backed by the strength of UBS

A global leader in wealth management

^$3.9 trillion

In invested assets globally
As of 12/31/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

A legacy for generations

Thank you.

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Pursuing your goals together

John C. Geist, CIMA, CEPA

Larry D. Sock

William "Bill" Shreve

Joseph "Joe" S. Hilger, CFP, CEPA

Jonathan "Jon" S. Kendall, CRPC

Thomas "Tom" L. Alexander

Marcus Plouzek, CFP, AWMA, CEPA, CSRIC

Alexander "Alex" Walter Jr.

Susan D. Stults, CFP

David "Dave" Meagher

Kirstie A. Madsen

Patrice "Patti" Wagner Byrne

Azucena "Susy" Alarcon

Sabrina Johnson

Jacqueline "Jackie" Medcalf

John C. Geist, CIMA, CEPA

Larry D. Sock

William "Bill" Shreve

Joseph "Joe" S. Hilger, CFP, CEPA

Jonathan "Jon" S. Kendall, CRPC

Thomas "Tom" L. Alexander

Marcus Plouzek, CFP, AWMA, CEPA, CSRIC

Alexander "Alex" Walter Jr.

Susan D. Stults, CFP

David "Dave" Meagher

Kirstie A. Madsen

Patrice "Patti" Wagner Byrne

Azucena "Susy" Alarcon

Sabrina Johnson

Jacqueline "Jackie" Medcalf

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Forbes Best-In-State Wealth Advisors, Nebraska, 2023

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Thank you!

Defining your priorities. Pursuing what matters.

UBS and Credit Suisse—stronger than ever

The power of investing now

Your life, wealth and future

A way forward

The proof is in our numbers

Backed by the strength of UBS

A global leader in wealth management

Thank you for contacting us.

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