Summit Planning Group

CONNECT

Address:

3071 Voyager Dr
Suite A
Green Bay, WI 54311

Phone:

(920)884-9000

David Demeuse, CFP®

David Demeuse, CFP®

Wealth Advisor/Partner

Summit Planning Group's Philosophy Video

 

In 1999, Dave and his partners founded Summit Planning Group, LLC (Summit), with the vision to build a firm that would provide personalized wealth management paired with world-class client service. Summit was named to Barron’s top 1000 Financial Planning Firms in the United States and top 15 Financial Planning Firms in Wisconsin for years 2010, 2012, and 2013.*

Since the majority of Summit’s clients are retired or nearing retirement, Dave and his three partners take great pride specializing in providing unbiased investment management and retirement distribution planning.  “I enjoy the opportunity to work towards providing retirees with the confidence about their money so that they can focus more time on their life’s passions.”  Over Dave’s career, he has developed an expertise in working with retirees from Integrys Energy Group, Procter and Gamble, and Georgia-Pacific.

Dave was raised in Green Bay and graduated from Ashwaubenon High School.  He attended The University of Wisconsin-Eau Claire and graduated with honors and a double major in Business Finance and Economics in 1993.  Dave immediately fulfilled his desire to enter the investment planning field.

Dave started his career in 1993, primarily focusing on investment management and retirement planning.  Dave advanced his education by earning his Chartered Life Underwriter (CLU®) designation from the American College in Pennsylvania and his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation from the Certified Financial Planning Board in Colorado.

Dave and his wife, Shelley, reside in Ledgeview and have four children, Brandon, Derek, Meg, and Annie.  Dave enjoys traveling, exercise and fitness, coaching his kids’ sports teams, card games with friends, and taking an active role in his church.

Dave is an active member and past president of the Sunrise Optimist Club of Green Bay.  With Jefferson Elementary School “adopted” by the club, he tutors and volunteers at several events throughout the school year.  Dave also was a chairperson of the Administrative Council and Building Committee at his church.  “I feel very blessed to be working in a career I truly enjoy and having the flexibility to make a difference in the community in which I grew up.”

 

* These awards are based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic.

 

 

Phone (920)884-9000
Fax (920)884-9019
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck