Meet the professionals who can help you

Pursue Your Goals

We guide individuals and families toward their ideal retirements.


Meet The Team

The team behind Summit Group Wealth Advisors is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.

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Jerry Toombs


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.

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