In response to the ongoing written disclosure requirement placed upon registered investment advisers, we have published our March 2021 […]
Your Team.
Five things we stand for & stand against
Real first. Refined second.
In an industry that’s often given off the impression that three-piece-suits, dark mahogany, and 4-syllable words are reflections of success—we’ve simply chosen to not give any conjured impressions at all, but to rather just be exactly who we are. We’re still professional, sophisticated, tireless workers – the best at our craft – and a team that feels privileged to steadfast-serve those we work for. We just don’t believe that faux words and silk ties are the true indicators of class. We believe that people communicate their dreams, struggles and aspirations best when they’re comfortable. We do comfortable.
Servers. Not sellers.
We don’t have salespeople because we don’t need them. ‘Growing fast’ isn’t a part of our mission. Rather, we take care of one person with full fervor, because what we’re caring for is a really big deal. And we believe that if we do that, another will come — and then another. Because we served well. Not because we sold well.
“Smart” is cool.
Our clients want someone they can relate to and someone they can trust. But let’s not fool ourselves. What they also NEED—is “Smart”. We let our studied team members with experience and wisdom lead the way. While welcoming, trusting and leaning on the next generation of prodigies to inspire us to be even better.
We respect our opportunity.
What we get to do for you—is weighty. We’re mapping futures and retirements and legacies. And the joy and pride and peace that come with it. We come to work to enjoy our jobs. And our careers. But we also approach the day with ‘respect’. Because what we do demands it.
Diversity, equity, and inclusion.
At the core of Summit Financial Strategies, we’re a group of humans looking to work for and partner with all people, regardless of what you look like, what you believe in, where you come from, or who you love. We’ve seen firsthand how cultural differences can broaden perspectives, challenge thought patterns, and make us better. We are committed to our current and future efforts toward diversity, equity, and inclusion.

Meet your team
Hear from our advisors
President/CEO
Senior Financial Advisor
Chief Marketing Officer
Senior Financial Advisor
Chief Compliance Officer
Senior Financial Advisor
Senior Financial Advisor
Director of Planning
Senior Financial Advisor
Senior Financial Advisor
Senior Financial Advisor
Senior Financial Advisor
Chief Investment Officer
Senior Financial Advisor
Chief Financial Officer
Senior Financial Advisor
Things we have going on
From the causes we’re passionate about, to the adjustments we’re constantly making to serve you better…
There’s always news to share.
Return to Office Plan We are excited to welcome back our staff and clients to our office effective July […]
Holiday Greetings from Summit! CLICK HERE for a virtual holiday card from our Summit family! Summit Will Be […]
As we take time this week to reflect on all we are thankful for, we want to begin by […]
Client Webinar Registration OPEN We are excited to offer our first virtual client webinar on Monday, October 12, 2020 […]
Save The Date – October 12 at 4PM EST / 1 PM PST Our clients and their guests are […]