Mark Kersenbrock - UBS Financial Services Inc.

Summit Wealth Management Group, part of UBS Financial Services Inc. in Omaha, NE, is dedicated to providing exceptional wealth management and multigenerational financial advice tailored to the unique needs of individuals, families, business owners, and retirees. With a focus on developing long-term relationships, the group has received recognition as Best-in-State Wealth Advisors and Teams by Forbes for multiple years, reflecting their commitment to quality client service and financial strategies.

Led by industry veterans John C. Geist and Larry D. Sock, the team offers comprehensive services including wealth planning, tax and estate strategies, and retirement income strategies. Their approach emphasizes understanding clients' priorities and goals, ensuring that they receive informed guidance and support to confidently pursue their financial futures.

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