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Summit Wealth Management Group

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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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

    Wealth 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
    • NC
    • NE
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI
    • WY

    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.
     

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

    • University of Nebraska - Lincoln, Bachelor of Science 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 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
    • NC
    • NE
    • 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 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

    • 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.

      • 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
        • ID
        • IL
        • IN
        • KS
        • KY
        • MD
        • ME
        • MN
        • MO
        • NC
        • NE
        • NM
        • NV
        • NY
        • OH
        • OK
        • SD
        • TN
        • TX
        • VA
        • WA
        • WI
        • WY

        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

        • 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 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
            • NC
            • NE
            • NJ
            • NM
            • NV
            • NY
            • OH
            • OK
            • OR
            • PA
            • SC
            • SD
            • TN
            • TX
            • UT
            • 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 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, 2022The 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.

            • 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 Kendall Profile Photo

            Jonathan "Jon" S. Kendall, CRPC

            First 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
            • NC
            • ND
            • NE
            • NJ
            • NM
            • NV
            • NY
            • OH
            • OK
            • OR
            • PA
            • SC
            • SD
            • TN
            • TX
            • UT
            • VA
            • WA
            • WI

            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

            • 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.

              • 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
              1 Valmont Plaza
              Suite 300
              Omaha, NE 68154
            • Thomas Alexander

              Thomas "Tom" L. Alexander

              First Vice President–Wealth Management

              Financial Advisor

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

              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.

                • University of Nebraska - Lincoln, Bachelor of Science in Economics and Finance: 2008 - 2012
                  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.

                Multigenerational planning

                Multigenerational planning

                Young woman on a boat

                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

                Over 280

                Collective years of experience

                15 person

                seasoned team


                Backed by the strength of UBS

                A global leader in wealth management

                $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