Lindsey Sherer is Owner and Managing Director of Summit Capital Financial & Insurance Services. Summit Capital is a full-service Financial Planning firm serving clients in multiple states with the main office in Bishop, CA. Through strategic partnerships, Summit Capital has a full back office team of advanced planning consultants, financial analyst, attorneys and support staff to assist in the complex planning needs of business owners, non-profits, individuals and their families.
Lindsey holds the prestigious CFP® CERTIFIED FINANCIAL PLANNER™ designation. CFP® professionals are rigorously trained in most areas of financial expertise, must accrue hundreds of hours of experience, and pass the comprehensive CFP® Certification Exam before they can call themselves a CFP® professional.
Lindsey started her financial career in the real estate market as a Realtor for RE/MAX in Nevada and Idaho, where she worked with multiple real estate investors. During her time as a Realtor, Lindsey was honored as the Top Volume Producing Team Agent on the number two ranked RE/MAX team in the World (14 team members); accomplished this extremely difficult feat during three out of eight quarters (2005 – 2007). She was among three designated Realtors for an investment group located in Las Vegas where she brought reserved Idaho real estate opportunities to the group.
As a result of the rise and fall of the real estate market and seeing the effect it had on individuals financial and personal lives, Lindsey chose to go into the financial services industry.
In June 2007, Lindsey became a Financial Advisor for New York Life Insurance Company, where she achieved Executive Council level her first two years and earned a national award for Long Term Care planning.
In May 2009, Lindsey was recruited to MassMutual Financial Group as a Sales Manager where she managed and trained other Financial Advisors. In 2011 Lindsey was promoted to the position of Brokerage Director of MassMutual’s Nevada agency where she managed approx. 300 of MassMutual’s relationships with independent Financial Advisors in multiple cities and states. In 2016 she was awarded the Bronze Bowl; a national award given by MassMutual for superior performance among her peers. Lindsey was most recently promoted to Managing Director of Brokerage for Fraser Financial Group in October of 2019.
Lindsey is a dedicated community leader. She is currently a member of the Rotary Club of Bishop Sunrise serving as Treasurer and board member of the Patrick Kelley Youth Foundation, a non-profit serving the underprivileged youth of Las Vegas. She was also a founding member of the Las Vegas Young Philanthropist Society, a non-profit consisting of young professionals helping to improve the lives of Las Vegas youth and served on the board of directors for S.A.F.E House, a non-profit organization supporting victims of domestic violence
Lindsey’s greatest strengths are her sincerity, creativity, motivation to live a life of design – not default, and passion for helping others. Her most favorite pass time is enjoying the outdoors with her two young daughters, Tilley and Piper, and husband, Chris.