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

• Forbes "Best in State Wealth Advisor", 2020
• Certified Investment Management Analyst (CIMA®)
• Certified Exit Planning Advisor (CEPA)
• Senior Vice President - Wealth Management
• Senior Portfolio Manager
• Wealth Manager

Education

• 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

Volunteer Activities

John serves the community through previous Board positions and committee involvement:

• 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.

Registered States:
AZ, CA, CO, DE, FL, GA, IA, ID, IL, IN, KS, KY, MA, MD, ME, MN, MO, NC, NE, NJ, NM, NV, NY, OK, PA, SC, SD, TN, TX, 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 close to 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

Education

• University of Nebraska -  Lincoln, Bachelor of Science in Business Administration and a minor in Marketing

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.

Registered States:
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, PA, SC, 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 

Education

• University of Nebraska - Lincoln, Bachelor's of Science in Political Science and Business Administration

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, and Seth. 
• They especially enjoy spending time with their grandchildren.
• Bill enjoys sporting activities, exercising and spending time at their cabin.

Registered States:
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

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)

Education

• University of Nebraska - Lincoln, Masters of Professional Accountancy (Highest Distinction)
• University of Nebraska - Lincoln, Bachelor of Science in Business Administration (Highest Distinction)

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.

Registered States:
AZ, CA, CO, DE, FL, GA, IA, ID, IL, IN, KS, KY, MA, MD, ME, MN, MO, NC, NE, NM, NV, NY, OK, SD, TN, TX, VA, WA, WI, WY

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

Education

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

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.

Registered States:
AZ, CA, CO, DE, FL, GA, IA, ID, IL, IN, KS, KY, MA, MD, ME, MN, MO, NC, NE, NM, NV, NY, OK, SD, TN, TX, VA, WA, WI, WY

Alex offers more than 40 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

Education

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

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.

Registered States:
AZ, CA, CO, FL, GA, IA, IL, KS, MN, MO, NE, NV, OK, SD, TX, VA

Susan has been providing relationship driven wealth management to individuals and families for over 25 years.  She began her financial career at US Bank in 1981 and joined the UBS Summit Wealth Management Group in 2012.  Susan obtained the coveted Certified Financial Planner (CFP®) designation in 2007.  In addition to her client relationships, Susan enjoys using her marketing education to enhance the team’s social media presence, creating and delivering marketing campaigns, and curating team events to deliver unmatched client experiences.

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

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

Experience

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

Achievements

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

Education

• University of Nebraska – Omaha,  Bachelor of Science in Business Administration specializing in Marketing
• Metropolitan State University of Denver - 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
• Licensed Foster Mom
• CASA Volunteer

Life

• Susan loves spending time with her teenage daughter, Taylor, and watching her play hockey at the rink.
• They enjoy visiting the Nebraska Humane Society and helping rescue dogs in foster care.
• Susan and Taylor love to travel with family and are thankful to live in the United States.

Registered States:
CO, IA, NE, TX

For over 13 years, Brooke has been an energetic and motivated leader in Finance and mentor to teams. Brooke joined the Summit Wealth Management Group in 2019 as the Team Business Manager where she coordinates, collaborates, and facilitates the day to day operations to bring the highest level of service to our clients.  She continues her work on becoming a licensed Financial Advisor and will spear head connections with our younger clients.  She has a passion for helping and empowering women to successful futures.

 “I am committed to providing exceptional service to our clients and am passionate about the development of others on the team.”

Brooke provides a fresh and unique perspective on specific areas that affect clients and their family, especially in the multigenerational wealth transfer process.

Experience

• Nelnet/Nelnet Business Solutions – Director, Financial Planning and Analysis
• Nebraska Book Company - Director, Financial Planning and Analysis
• West Corporation – Manager, Financial Planning and Analysis
• KPMG, LLP – Senior Audit Associate

Achievements

• Certified Exit Planning Advisor®

Education

• University of Nebraska – Lincoln, Masters of Professional Accountancy
• University of Nebraska – Lincoln, Bachelor of Science in Business Administration in Accounting

Volunteer Activities

• Member - Norris Elementary School PTO
• Teacher - Bible and Sunday school at Sheridan Lutheran Church
• Past Executive Council President and an At-Large Member - Sheridan Lutheran Church
• Past Treasurer and Financial Advisor - Delta Gamma Fraternity House Corporation

Life

• Brooke enjoys spending time with her husband, Brian, and their daughters, Baylee and Brynlee, especially at her family’s farm.
• She enjoys reading, exercising, and attending country concerts

Registered States:
NE

For nearly 40 years, Jackie has been providing exceptional service to her clients.  She is an integral part of the team in daily operations and administration, providing and maintaining a high level of service to clients.  Jackie began her career in 1981 at Merrill Lynch and joined the Summit Wealth Management Group in 2009. 

“I love the client connections and the relationships that I have built over the years”

Jackie is focused on creating life-long relationships with her clients and providing the best experience possible with them.

Experience

• Merrill Lynch – Client Service Associate

Volunteer Activities

• Jackie is active in all UBS service projects such as, City Impact and the People’s City Mission.

Life

• Jackie grew up in Western Nebraska and still enjoys going back to spend time with family and friends.
• She loves to read and spend time with her dog, Houston.

Registered States:
NE

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

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

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

Experience

• Merrill Lynch – Senior Registered Client Service Associate

Volunteer Activities

•  Patti is active in all UBS service projects such as, FoodNet and City Impact

Life

• Patti and her husband, Erin, have four children, Pat and his wife, Katie, Todd, Kelly, and Shannon and their three grandchildren.
• They enjoy golfing, traveling, and spending time at the lake with family and friends.

Registered States:
AZ, CA, CO, MN, NE

For over 10 years, Kirstie has been focused on planning, implementing and streamlining processes, teams and building relationships in the medical field with exceptional clarity and efficiency.  She brings outstanding attributes to the Summit Wealth Management Group, joining in 2021, and will be focused on building and servicing client relationships. Kirstie started her career as a Clinical Training Specialist and furthered her career as a Charge Nurse in the Youth Mental Health Area. 

“What I love about my career is the opportunity to build genuine relationships with clients and their families as well as encourage and support them on their life journey.”

Kirstie is committed to providing a unique and meaningful client service experience that allows clients to ultimately achieve a much better financial position.

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

Education

• Bryan College of Health Sciences – Lincoln, Bachelor of Science in Nursing
• Nebraska Wesleyan University – Lincoln, Bachelor of Arts Degree in Biology

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