Summit Planning Group

CONNECT

Address:

3071 Voyager Dr
Suite A
Green Bay, WI 54311

Phone:

(920)884-9000

Advisors and Associates

Advisors/Management

   Lawrence Lindsley, CFP®
   Wealth Advisor/Partner
   Alan Hicks, CFP®
   Wealth Advisor/Partner
   Lee Revolinski, CFP ®
   Wealth Advisor/Partner
   David Demeuse, CFP®
   Wealth Advisor/Partner
 
   

 

Wealth Advisors

   Eric Flick, CFP ®
   Wealth Advisor
   David Tulig, CFP®
    Wealth Advisor
   Gideon Hicks, CFP®
   Wealth Advisor
 
   

       

 

 

Chief Compliance Office/Concierge

    Sharon Noel
    Chief Compliance Officer/Concierge
 
 
 
 
 
 

 

 

Adminstrative Team

    Rachel Anderson
    Client Relations Specialist
    Wendy Mommaerts
    Client Service Specialist
    Becky Hietpas
    Client Service Specialist
 
   
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Check the background of this financial professional on FINRA's BrokerCheck