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    Matthew Lemke, AAMS

    Financial Advisor, Branch Manager, RJFS
    Matt began his career as a Financial Advisor with Edward Jones where he was given training of the highest standard. As Matt’s business grew so did the needs of his clients. Growth, accompanied with the changing needs and demands of clients prompted Matt to explore other alternatives within the financial services industry. This ultimately led to Mr. Lemke forming Summit Wealth Strategies in 2006 and offering securities through Raymond James Financial Services in order to be able to truly advise his clients on an unbiased, independent platform. Matt and his Wife, Claire, are life-long residents of Crystal Lake and are happily raising their three beautiful children in the same community where they grew up. Matt has also been very active in supporting Friends of MCC Foundation and is currently a Past President.

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    ERIK April 2016

    Erik R. Gullickson

    Financial Advisor, RJFS
    Erik began his career as a financial advisor with Edward Jones Investments in 2007 and successfully opened a branch location in West Dundee, Illinois. In 2011, Erik took his practice independent as a financial advisor through Raymond James Financial Services in Crystal Lake, Illinois. Erik’s practice focuses on building and maintaining strong relationships with families, individuals, and local business owners. He is dedicated to improving his client’s financial planning, investment management, wealth transfer, and business strategies by providing superior guidance and service. As a recipient of a full scholarship from the Dunham Scholarship Foundation, Erik earned his bachelor’s degree from Aurora University while playing basketball at the NCAA Division III level. Erik and his wife Kathryn currently reside in Algonquin, IL. and he enjoys working out, fishing, reading, and painting in his free time. Erik is active serving his local church and he is a former board member of the Dundee Township Rotary Club.

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    Kristina Gibson

    Registered Representative, RJFS
    With a desire to put her expertise learned in business over the past two decades Kristi made the decision to become a Registered Representative and join Summit Wealth Strategies in 2010. Having been a Branch Office Manager at Edward Jones and Miller Lemke Wealth Advisers as well as being a mortgage processor, she was well acquainted with the financial industry so this was a natural progression for her to get her Series 7 and 66 securities registrations. Kristi recognizes that helping people achieve their financial goals requires not only professional expertise and experience, but a trusting and loyal relationship as well. With Summit Wealth Strategies being an independent office, it strengthens her conviction to allow her to bring new clients to us knowing that our advisors can develop the strategies and plans for our clients’ particular needs, concerns, and dreams utilizing all of the resources and research available and not being limited in the products and investments that can be offered. Kristi earned her Bachelor of Science from Iowa State University. One of her passions is volunteering, especially with Barrington Area Council on Aging, Habitat for Humanity and Camp Algonquin to help those who are in need. When not working or volunteering, Kristi enjoys riding motorcycles and traveling.

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    Penny Burke

    Office Manager
    As our Office Manager, Penny’s main concentration is taking care of the needs of our clients. She is the first person you talk with when you call our office and enjoys handling a variety of client requests as well as assisting each of the financial advisors with the complex processes needed to accomplish your goals. Penny has a background as an engineering administrative assistant and radio producer before finding her niche with us in 2005. She and her husband live in Marengo, she is a member of Harvest Bible Chapel DeKalb, and is passionate about her children and grandchildren.

     

     

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    We’d also like to introduce Raymond James

    A firm as committed to supporting your planning needs as we are. We put the needs of our clients first and we chose to affiliate with Raymond James because it, too, is dedicated to our clients’ best interests. The firm’s outstanding back-office support and superior client service, combined with award winning research, continuing financial stability, and comprehensive array of resources and expertise, help ensure we have everything we need to assist you in all aspects of your financial life. Raymond James’ commitment to outstanding service has been the firm’s guiding tenet since its establishment in 1962. Its culture of independence and tradition of support help us provide our clients with the objective, informed recommendations and individualized, thoughtful advice they expect and deserve.

    Raymond James was founded in 1962 and has been a public company since 1983.  Raymond James is a diversified financial services holding company with subsidiaries engaged primarily in investment and financial planning, in addition to investment banking and asset management.  Raymond James stock is traded on the New York Stock Exchange (RJF).  Raymond James has more than 7,300 financial advisors in 3,000 locations throughout the United States, Canada, and overseas. In addition, total client assets are currently $664 billion.

    The data provided above is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial stock.

    Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

    As of: 6/30/2017

    Learn more about Raymond James.

    Let’s Talk About Reaching My Pinnacle

    Summit Wealth Strategies

    365 Millennium Drive, Suite C
    Crystal Lake, IL 60012
    (815) 455-5050 (phone)
    (866) 222-4948 (toll free)

    Remote Office Location:
    884 Fort Eagle Estates Lane
    Phelps, WI 54554
    (715) 545-2668 (phone)

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