A plan tailored for you For the goals you want to accomplish

Summit Wealth Management Group John C. Geist, Larry D. Sock, William B. Shreve, Joseph S. Hilger, Jonathan Kendall, Alexander Walter Jr., Susan D. Stults, Brooke M. Adam, Jacqueline A. Medcalf, Patrice Wagner Byrne, Kirstie A. Madsen

From left to right:
John Geist, Larry Sock, Susan Stults, Joe Hilger, Jackie Medcalf, Alex Walter, Brooke Adam, Bill Shreve, Patti Byrne, and Jon Kendall

Summit Wealth Management Group






5800 Hidcote Drive
Suite 200
Lincoln, NE 68516

Trusted financial advice is more important today than ever. As your Financial Advisors, your financial goals are the focus of everything we do. A comprehensive planning approach informs all of our conversations. It helps us learn all we can about you so we can address your most important priorities. And if your circumstances change over time, or new opportunities arise, we adjust your plan to make sure it's on track.

Whether you're looking to build wealth for the future, protect it for the next generation or create a giving strategy for the people and causes that mean so much to you, we are well-positioned with advice and a plan that will give you greater confidence to pursue all of your life goals.

John C. Geist has been recognized as an industry leader.

  • Forbes Best-In-State Wealth Advisors, 2020, 2021


Planning for the lifestyle you want

Planning for the lifestyle you want

Planning for the future

Keeping the aging brain young