Lindsey M.M. Sherer, CFP®

Founder, CEO

Lindsey Sherer’s journey in the financial services industry began with New York Life Insurance Company in June 2007. She swiftly ascended to Executive Council-level status, earning national acclaim for her expertise in Long Term Care planning.

In May 2009, Lindsey transitioned to MassMutual Financial Group, assuming various management roles and overseeing relationships with Independent Financial Advisors, Brokerage General Agencies, and National Accounts across diverse regions. In recognition of her exceptional contributions, Lindsey was bestowed with the prestigious *Bronze Bowl award in 2016.

Motivated by her passion for personalized client interaction and her innate desire to effect positive change in clients' lives, Lindsey founded Summit Capital in 2015. Her vision is to establish Summit Capital as a trusted resource for individuals, families, and businesses, ensuring every client feels valued and prioritized while guiding them towards a financial life purposefully designed.

Beyond her professional endeavors, Lindsey is deeply committed to community service, actively engaging with organizations such as the Rotary Club of Bishop Sunrise and the Patrick Kelley Youth Foundation and serving as Treasurer of the Wheeler Crest Fire Safe Council. She also played a pivotal role as a founding member of the Las Vegas Young Philanthropist Society 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 lie in her sincerity, empathy, and unwavering dedication to helping others achieve their financial goals. Motivated by her desire to lead a purposeful life and make a positive impact, she finds fulfillment in assisting others on their financial journey. In her leisure time, Lindsey enjoys traveling, outdoor activities, and spending quality time with her husband, Chris, and their two daughters, Tilley and Piper.

Lindsey's commitment to excellence is underscored by her prestigious CFP® (CERTIFIED FINANCIAL PLANNER™) designation. CFP® professionals undergo rigorous training across most areas of financial expertise, must accrue 3 years of industry experience, and must pass the comprehensive CFP® Certification Exam before earning their certification. 

*Recognized by Massachusetts Mutual Life Insurance Company (MassMutual) based on sales and growth of the sales manager's designated unit over the prior calendar year. Recipients are sales managers of a MassMutual agency.

Let’s build you a financial life purposefully designed.