A legacy for generations

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

John has earned the prestigious Certified Investment Management Analyst (CIMA®)  designation. He is the recipient of numerous acknowledgments including Forbes Best-In-State Wealth Advisors and, his team, Forbes Best-In-State Teams. John's team responsibilities include 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®)
• Managing Director - Wealth Management
• Senior Portfolio Manager
• Wealth Manager
  
  

Volunteer Activities

John serves the community through various involvement:

• Foster Care Closet
• UBS Community Events

Life

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

• Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• University of Nebraska - Lincoln, Bachelor of Science in Business Administration and a minor in Security Analysis
• The Wharton School of Business, Certified Investment Management Analyst Program

• Wealth Advisor
• Certified Investment Management Analyst®
• Senior Portfolio Manager

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• GA
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• IN
• KS
• KY
• LA
• MA
• MD
• ME
• MI
• MN
• MO
• MT
• NC
• NE
• NJ
• NM
• NV
• NY
• OH
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• PA
• SC
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• UT
• VA
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• WY

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

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

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

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

Experience

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

Achievements

• Senior Vice President Wealth Management

Volunteer Activities

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

Life

• Larry and his wife, Pam, enjoy supporting and attending tennis tournaments where their son, Jack, is playing around the world.
• He also enjoys teaming up with his son, Eric, in a couple of golf events yearly.
• In 2016, Larry became the proud father of a Tennis Gold Medal Olympian - Jack Sock.
• Larry and Pam became proud grandparents to their first grandson.

• Forbes Best-in-State Wealth Advisors, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The 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

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

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

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

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

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

Experience

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

Achievements

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

 Volunteer Activities

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

Life

• Joe and his wife, Julia, enjoy skiing, hiking and traveling along with spending time with family.
• He and Julia are proud parents of their two kids, Jerry & Josie. 

• Forbes Best-in-State Wealth Advisors, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
• Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.

• University of Nebraska - Lincoln, Masters of Business Administration: 2013 - 2015
• University of Nebraska - Lincoln, Bachelor of Science in Business Administration (Highest Distinction)

• CERTIFIED FINANCIAL PLANNER®

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

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

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

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

Experience

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

Achievements 

• Senior Vice President - Wealth Management

 Volunteer Activities

Dan has served the community through volunteering:

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

Life

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

• Forbes Best-in-State Wealth Advisors, 2024, 2025The 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, 2025The 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 - Agriculture: 1976 - 1981

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

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

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

Experience

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

Achievements 

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

Volunteer Activities

Jon has served the community through volunteering:

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

Life

• Jon and his wife, Patty, spend their spare time with their children, Jennifer and her husband, Todd, Sean and his wife, Taylor, and Kathleen and her husband, Bill, and grandchildren.
• He enjoys being a member of the United States Tennis Association (USTA) and appreciates time on the tennis court with friends.
• Jon also enjoys playing tennis, golfing and boating.

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

• Dalhousie University, Master of Business Administration in Finance and Marketing
• Hartwick College, Bachelor of Arts in Economics

• Chartered Retirement Planning Counselor

• AK
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• AZ
• CA
• CO
• DE
• FL
• GA
• IA
• ID
• IL
• IN
• KS
• KY
• LA
• MA
• MD
• ME
• MI
• MN
• MO
• MT
• NC
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• NJ
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• NY
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• OR
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Marcus Plouzek joined UBS in 2018 as the UBS Wealth Planning Associate for the Midwest region. Prior to joining UBS, Marcus earned a well-rounded finance experience at various firms in private equity, commercial lending, & corporate innovation. In his prior role, he was responsible for providing Advisors & their clients with objective advice from the financial plan design, to strategies and implementation. 

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

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

Marcus enjoys working with clients of all different careers and backgrounds, he holds the coveted Certified Financial Planner (CFP®) certification and the Accredited Wealth Management Advisor (AWMA®) designations.

Experience

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

Achievements

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

Volunteer Activities

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

Life

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

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

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

• CERTIFIED FINANCIAL PLANNER®
• Accredited Wealth Management Advisor℠

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

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

Experience

• Deloitte – Tax Attorney

Achievements 

• Law Degree

Life

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

Volunteer Activities

• Jim is supportive of all UBS volunteer activities.

• University of Nebraska - Lincoln, Masters of Business Administration: 2013 - 2015
• University of Denver, Sturm College of Law

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

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

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

Experience

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

Volunteer Activities

• Alex enjoys supporting and attending numerous local charities.

Life 

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

• University of Nebraska - Lincoln, Bachelor of Science in Secondary Education and History

• CO
• IA
• NE

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

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

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

Experience

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

Achievements

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

Volunteer Activities

Susan is deeply committed to causes relating to children and animals

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

Life

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

• University of Nebraska – Omaha, Bachelor of Science in Business Administration specializing in Marketing
• Metropolitan State University of Denver, Certified Financial Planner (CFP®)

• CERTIFIED FINANCIAL PLANNER®

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

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

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

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

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

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

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

Experience

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

Achievements

• Certified Investment Management Analyst® CIMA
• Certified Private Wealth Advisor® CPWA

Volunteer

Dave serves the community through previous and current involvement:

• TeamMates – Mentor
• St. Joseph’s Catholic Church – Lector
• Lincoln East High School - Volunteer Coach
• Clinic with a Heart – Charity Golf Tournament Chair

  Life

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

• University of Nebraska - Lincoln, Masters of Business Administration: 2013 - 2015
• University of Nebraska - Lincoln, Bachelor of Science in Economics and Finance: 2008 - 2012

• Certified Investment Management Analyst®
• Certified Private Wealth Advisor

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• CA
• CO
• FL
• IA
• KS
• MD
• MN
• MT
• 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

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

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

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

 Experience

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

 Volunteer Activities

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

 Education

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

Life 

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

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

• NE

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

Experience 

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

Life

•  Hannah grew up in Hickman, NE and will regularly go back to spend time with my family and pets. She married Brady and they have a new son, Boston.  

Volunteer Activities 

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

• University of Nebraska, Lincoln, Bachelor of Science - Agriculture: 1976 - 1981

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

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

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

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

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

Experience

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

 Volunteer Activities

• Jake has served the community through various Boy Scout events

 Life

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

• University of Nebraska - Lincoln, Bachelor of Science in Business Administration - Finance: 2017 - 2021

• NE

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

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

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

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

Experience

• University of Nebraska – Research Assistant

Achievements

• Summa Cum Laude - University of Nebraska

Life

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

Volunteer

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

• University of Nebraska - Omaha, Bachelor of Science - Business Administration: 2020 - 2024