Summit Newsletter – January 2023
Happy New Year! We hope you and your family had a wonderful holiday season. As we run into 2023, […]
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We are proud to announce four Summit Staff Financial Advisors passed the CERTIFIED FINANCIAL PLANNER™ examination this year.
From left to right, Natalie Bacon, Scott Schwartz, Nicole Dray, and Austen Harrison passed the exam.
We are proud of all their hard work and dedication to pursuing the CFP® certification.
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