Solutions for business transitions Congratulations to John C. Geist, Joe S. Hilger & Brooke M. Adam on earning the Certified Exit Planning Advisor� designation John C. Geist, CIMA�, CEPA� Joe S. Hilger, CFP�, CEPA� Brooke M. Adam, CEPA� Senior Vice President – Financial Advisor Team Business Manager Wealth Management Forbes Best-In-State Wealth Advisors, Nebraska, 2020 UBS is proud to announce that John C. Geist , Joe S. Hilger and Brooke M. Adam have recently earned the Certified Exit Planning Advisor� (CEPA�) designation after completing EPI’s intensive, five- day executive program. They join an elite group of financial advisors who have received this designation and are a part of the EPI’s international community of CEPAs. The CEPA� program is specifically designed for those who work closely with owners of privately held companies. This achievement will enhance and complement the talent of Summit Wealth Management Group and benefit business owners looking to make transitions. It demonstrates our commitment to delivering the advice you need to make better financial decisions today and tomorrow. It’s what we call: Advice. Beyond investing. For more information, contact: Summit Wealth Management Group Summit Wealth Management Group UBS Financial Services Inc. UBS Financial Services Inc. One Valmont Plaza, Suite 300 5800 Hidcote Drive, Suite 200 Omaha, NE 68154-5220 Lincoln, NE 68516 402-963-2900 402-420-7799 ubs.com/team/summit ubs.com/team/summit Accolades are independently determined and awarded by their respective publications. Neither UBS Financial Services Inc. nor its employees pay a fee in exchange for these ratings. Past performance is no guarantee of future results. For more information on a particular rating, please visit ubs.com/us/en/designation-disclosures. CIMA� is a registered certification mark of the Investments & Wealth Institute in the United States of America and worldwide. Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP� and Certified Financial PlannerTM in the US. As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. For more information, please review the PDF document at ubs.com/relationshipsummary. � UBS 2020. All rights reserved. UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC. CJ-UBS-1271590889 Exp.: 09/30/2021
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