Summit Planning Group - Meet Our Team

Associate Financial Advisor 
CFP®

(920) 593-3788 | ghicks@wealthenhancement.com 

With more than six years in the financial services industry, Gideon has a passion for meeting with clients to uncover their financial goals and is driven to put together a strategy that achieves those goals. He is also active behind the scenes facilitating portfolio management. For fun, Gideon enjoys coaching hockey, hunting and target shooting. He and his wife Madelyn are expecting their first child in May 2019. They reside in Green Bay, WI.

• BA, St. Norbert College
• CERTIFIED FINANCIAL PLANNER™ Professional 

Associate Financial Advisor 
CFP®

(920) 593-3794 | eflick@wealthenhancement.com 

Eric has more than 11 years of experience in the financial services industry including time spent as a mortgage loan officer, certified tax preparer, investment representative and trust representative. His interest in the field began in childhood after witnessing first-hand the importance of financial planning for his parents. Eric and his wife Jamie are involved with supporting the Special Olympics and also enjoy hiking and watersports. They have one son and are expecting another child in April 2019. The family resides in Green Bay, WI.

• BS, University of Wisconsin – Stevens Point 
• CERTIFIED FINANCIAL PLANNER™ Professional 

Associate Financial Advisor 
CFP®

(920) 593-3790 | mschneider@wealthenhancement.com 

Michael discovered his passion for helping clients with their finances through his experience in the banking industry. In his current role, he enjoys helping clients uncover their financial goals and working to make them a reality. He is passionate about the outdoors and enjoys hunting, fishing and boating. He resides in De Pere, WI where he is a member of the Kiwanis.

• BBA, University of Wisconsin – Milwaukee
• CERTIFIED FINANCIAL PLANNER™ Professional 

Office Administrator 
FPQP™

(920) 593-3780 | snoel@wealthenhancement.com 

Sharon has 15 years of experience in the banking industry, more than 18 years of experience in wealth management and has held a variety of management positions. As office administrator, she helps with client communications, special events and compliance reporting. Sharon truly believes in making clients feel like family. She and her husband Steve have two children and reside in Green Bay, WI. Sharon enjoys bible study, time at the cabin and volunteering at Unity Hospice.

• Financial Paraplanner Qualified Professional™
  
  

Client Service Manager

(920) 593-3787 | wmommaerts@wealthenhancement.com 

Wendy has more than 20 years of customer service experience in the banking and mortgage lending industries and more than 15 years of experience in wealth management. She answers client inquiries, initiates review preparations and helps new and existing clients with opening accounts. Wendy is a strong supporter of the St. Jude Children's Research Hospital and volunteers for the Y100 St. Jude Radioathon every year. She lives in Green Bay, WI with her husband Bruce and enjoys vacationing at their cabin, biking and walking.

Client Service Manager

(920) 593-3785 | bhietpas@wealthenhancement.com

Becky has more than 20 years of experience in the banking and mortgage industry as well as more than 10 years of experience in wealth management. She works closely with clients and their families after the loss of a loved one to ensure that all of their questions are answered and to assist with any changes to their accounts. She also opens new client accounts and responds to client inquiries. Becky and her husband Joe live in De Pere, WI, and have four grown children.  In her free time, Becky volunteers for the American Heart Association and the American Cancer Society. She also loves spending time with her grandchildren.

Client Service Manager 
FPQP™

(920) 593-3784 | rshoemaker@wealthenhancement.com 

Rachel joined the team with more than five years of experience in wealth management which has contributed to her ability to provide clients with exceptional service. In her role of Client Service Manager, she assists with opening new client accounts, investment transfers, client inquiries and monitoring daily activities. In her free time, Rachel likes to spend time with family and friends as well as reading and hiking. She lives in Suamico, WI with her husband Sean and their daughter.

• Financial Paraplanner Qualified Professional™