Mississippi Branch
Mississippi Branch
Founded over 15 years ago, Financial Advisors, Christoper E. Wells, CFP®, and Josh Oller, CFP®, have an established reputation in the Ridgeland, Madison and Jackson, MS areas for providing customized, high-level, fee-based financial planning services to their clients. The Ridgeland team works with clients all over the country in all areas of finance, including:
The Ridgeland branch works with clients in all stages of life, and is committed to helping you navigate the path to a better, more secure future.
Vice President
Chris Wells has been in the financial services industry for over 20 years, and holds the highly sought after CFP® designation. Chris prides himself on being able to relate to many different people and building a genuine connection with them through whatever transition, challenge, or opportunity they might be facing. Chris believes all of his client relationships should start with creating a written financial plan. This serves as a basis for providing more advanced and customized strategies for tax planning, investment allocation, and retirement income to reach each client’s unique desired lifestyle, for both the present and in retirement.
Financial Advisor
Josh Oller joined Summit Wealth Group in July of 2019 working alongside Chris Wells as a financial advisor in Summit’s Ridgeland, MS branch office.
Financial Advisor
Ridgeland, MS
Financial Advisor
Ridgeland, MS
Business Owners|Medical Professionals and Dentists
Address
271 Trace Colony Park Drive, Ste B
Ridgeland, MS 39157
Contact
(601) 856-7975
Office Hours
8 AM - 5 PM Monday - Thursday
8 AM - 3 PM Friday
Summit has offices nationwide, each staffed by a local team who can meet with you directly. Find the office closest to you.
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