John Geist

John is the Managing Partner and Co-founder, of the Summit Wealth Management Group in Lincoln/Omaha Nebraska. He is honored to work with his partners and colleagues who have also been recognized as a Forbes Best-In-State Wealth Management Team in Nebraska.

Summit Wealth Management Group is a collaboration of talented professionals dedicated to working with successful individuals, businesses, and multi-generational families since 1996. Our holistic wealth planning approach which includes Discovery, Evaluation, Implementation, and Review is designed to help our clients eliminate financial stress and uncertainty so they can focus on their own personal passions and interest.

As a Certified Investment Management Analyst (CIMA®), John and his team provide customized portfolio construction and risk management strategies which complement the planning process and our clients most important goals. Read Less