Financial Planning With Care
Who We Are
Most people don’t have the time, knowledge, discipline, or desire to manage and grow their wealth. We want to know what’s happening in your financial life right now – life changes, grandkids, worry about outliving your money. If it’s happening in your life, it should be in your financial plan. Our goal is to help you relax, give you confidence, and create peace of mind, knowing that you’re on the right track to meet your goals. This process begins by us understanding you and what services (income planning, wealth management, understanding taxation, Medicare & long-term needs, and legacy & estate planning) will best serve you.
Our Mission
We want you to be comfortable opening up and sharing your true concerns so that we can answer your important questions and help you make sound financial decisions.
Scroll Below To Learn More About The Summit Group Wealth Advisors Team!
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Your Financial Planners
Meet The Team
Jerry Toombs
Founder
Jerry M. Toombs is founder and president of Summit Group Wealth Advisors. He has been in the insurance and financial service business since 1978. His focus has been in the areas of estate planning, insurance and risk management, retirement and investment planning. Jerry has used a team-based approach to comprehensive financial planning in building his practice, working very close with the client, the CPA and attorney.
Jerry served as president of the Cache Valley Association of NAIFA and served on the Utah State Board of NAIFA for three years. He has been a member of the Planned Giving Advisors Council for Utah State University and served as chairman of the Planned Giving Committee on the Cache Education Foundation. Jerry also serves on the board of the Boy Scouts of America, Crossroads of the West Council. Jerry and his wife Betsy have seven children, 16 grandchildren and two great grandchildren. He is an accomplished pianist, and enjoys spending time with his family camping, travelling, hunting, and riding horses and ATVs in the mountains.
Brandon Stimpson
Insurance Professional
A Cache Valley native, Brandon began his financial services career in 1999 and has specialized in providing clients with solutions to some of the biggest and most concerning financial questions they face including: “Do I have enough money to retire?” and “Which will last longer — me or my money?”
In addition to working with pre-retirees and retirees, Brandon supports successful entrepreneurs and business owners by implementing advanced insurance solutions to ensure no unforeseen risks or events jeopardize their success and legacy.
When Brandon is not in the office advancing his career and business, he enjoys spending time with his family, exploring the outdoors, camping, riding UTVs, hunting, learning new things, traveling the islands of the Caribbean, volunteering and living life to the fullest.