Managing Director–Wealth Management
Financial Advisor
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 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, 2024. 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
Achievements
Volunteer Activities
John serves the community through previous Board positions and committee involvement:
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.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Managing Director–Wealth Management
Financial Advisor
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 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, 2024. 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
Achievements
Volunteer Activities
John serves the community through previous Board positions and committee involvement:
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.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Vice President–Wealth Management
Financial Advisor
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
Achievements
Volunteer Activities
Life
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Senior Vice President–Wealth Management
Financial Advisor
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
Achievements
Volunteer Activities
Life
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Senior Vice President–Wealth Management
Financial Advisor
With over 46 years as a Financial Advisor, Bill has experienced the ever changing markets and has adapted to how that change can meet his client’s goals. He joined UBS in 2009 and teamed up with the Summit Wealth Management Group in 2014. Bill utilizes the intellectual capital of all that UBS offers – from global expertise to thought leadership in order to help his clients achieve their financial goals.
Today, Bill provides timely advice to families, business owners, and executives. It is his goal to create comprehensive financial plans for his clients that address their important priorities in life. His experiences includes tactical portfolio management along with retirement planning and income opportunities.
“Putting my clients first and meeting their needs and expectations is the guiding principal I work by”
Bill has the ability to connect and engage with his clients while meeting their expectations.
Experience
Achievements
Volunteer Activities
Bill has served on the following organizations:
Life
Education
Senior Vice President–Wealth Management
Financial Advisor
With over 46 years as a Financial Advisor, Bill has experienced the ever changing markets and has adapted to how that change can meet his client’s goals. He joined UBS in 2009 and teamed up with the Summit Wealth Management Group in 2014. Bill utilizes the intellectual capital of all that UBS offers – from global expertise to thought leadership in order to help his clients achieve their financial goals.
Today, Bill provides timely advice to families, business owners, and executives. It is his goal to create comprehensive financial plans for his clients that address their important priorities in life. His experiences includes tactical portfolio management along with retirement planning and income opportunities.
“Putting my clients first and meeting their needs and expectations is the guiding principal I work by”
Bill has the ability to connect and engage with his clients while meeting their expectations.
Experience
Achievements
Volunteer Activities
Bill has served on the following organizations:
Life
Education
Senior Vice President–Wealth Management
Financial Advisor
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
Achievements
Volunteer Activities
Life
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Vice President–Wealth Management
Financial Advisor
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
Achievements
Volunteer Activities
Life
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Vice President–Wealth Management
Financial Advisor
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
Achievements
Volunteer Activities
Dan has served the community through volunteering:
Life
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Senior Vice President–Wealth Management
Financial Advisor
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
Achievements
Volunteer Activities
Dan has served the community through volunteering:
Life
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Senior Vice President–Wealth Management
Financial Advisor
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
Achievements
Volunteer Activities
Jon has served the community through volunteering:
Life
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Vice President–Wealth Management
Financial Advisor
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
Achievements
Volunteer Activities
Jon has served the community through volunteering:
Life
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Vice President–Wealth Management
Financial Advisor
Tom joined UBS as a Financial Advisor over 23 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
Achievements
Tom enjoys spending time with his wife, Charli, and their son, Jason, Jason’s wife, Lindsay, daughter, Kara, and his 6 grandchildren.
Education
Senior Vice President–Wealth Management
Financial Advisor
Tom joined UBS as a Financial Advisor over 23 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
Achievements
Tom enjoys spending time with his wife, Charli, and their son, Jason, Jason’s wife, Lindsay, daughter, Kara, and his 6 grandchildren.
Education
Financial Advisor
CERTIFIED FINANCIAL PLANNER®
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 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®) designations.
Experience
Achievements
Volunteer Activities
Life
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Financial Advisor
CERTIFIED FINANCIAL PLANNER®
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 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®) designations.
Experience
Achievements
Volunteer Activities
Life
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Financial Advisor
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
Achievements
Life
Volunteer Activities
Education
Financial Advisor
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
Achievements
Life
Volunteer Activities
Education
Senior Wealth Strategy Associate
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
Volunteer Activities
Life
Education
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Wealth Strategy Associate
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
Volunteer Activities
Life
Education
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Wealth Strategy Associate
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
Achievements
Volunteer Activities
Susan is deeply committed to causes relating to children and animals
Life
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Wealth Strategy Associate
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
Achievements
Volunteer Activities
Susan is deeply committed to causes relating to children and animals
Life
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Wealth Strategy Associate
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
Volunteer Activities
Dave serves the community through previous and current involvement:
Life
Education
Credentials
Senior Wealth Strategy Associate
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
Volunteer Activities
Dave serves the community through previous and current involvement:
Life
Education
Credentials
Team Administrator
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
Achievements
Volunteer Activities
Life
Education
Team Administrator
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
Achievements
Volunteer Activities
Life
Education
Client Associate
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
Volunteer Activities
Education
Life
Client Associate
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
Volunteer Activities
Education
Life
Client Associate
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
Life
Volunteer
Client Associate
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
Life
Volunteer
Client Associate
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
Life
Volunteer Activities
Education
Client Associate
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
Life
Volunteer Activities
Education
Client Associate
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
Volunteer Activities
Life
Education
Client Associate
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
Volunteer Activities
Life
Education
Client Associate
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
Achievements
Life
Volunteer
Education
Client Associate
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
Achievements
Life
Volunteer
Education
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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