Meet the Team
The Team Helping You Live Fully
Meet the independent advisors, financial planners, and investment management specialists working together across Summit’s national network.
Meet the Team
Meet the independent advisors, financial planners, and investment management specialists working together across Summit’s national network.
No team members match your filters.
Senior Financial Advisor, Vice President
Colorado Springs, CO
Financial Advisor
Colorado Springs, CO
Business Owners|Christian Worldview / Faith-Based Financial Planning|Estate & Legacy Planning|Families|Individuals Inheriting Wealth|Pre-Retirees|Retirees|Young Professionals
Client Relationship Specialist
Nashville, TN (Brentwood)
Nashville, TN (Brentwood)
Senior Financial Advisor, Vice President
Memphis, TN
Financial Advisor
Memphis, TN
Families|Medical Professionals and Dentists|Pre-Retirees|Retirees
Head of Family Office Services | Senior Advisor
Nashville, TN (Brentwood)
Financial Advisor
Nashville, TN (Brentwood)
Advanced Tax Planning|Business Owners|Business Sales & Liquidity Events|Corporate Executives / C-Suite|Equity Compensation Strategies|Individuals Inheriting Wealth|Medical Professionals and Dentists|Real Estate / 1031 Exchange Strategies|Ultra-High-Net-Worth (UHNW) Individuals & Families
Financial Advisor
Meridian, MS
Financial Advisor
Meridian, MS
Business Owners|Families|Medical Professionals and Dentists|Pre-Retirees|Retirees|Young Professionals
Senior Financial Advisor
Colorado Springs (North), CO
Financial Advisor
Colorado Springs (North), CO
Advanced Tax Planning|Business Owners|Corporate Executives / C-Suite|Estate & Legacy Planning|Families|Medical Professionals and Dentists|Military & Veterans|Pre-Retirees|Retirees|Ultra-High-Net-Worth (UHNW) Individuals & Families|Widows & Widowers
Financial Advisor
Colorado Springs, CO
Financial Advisor
Colorado Springs, CO
Pre-Retirees|Retirees
Financial Advisor
Scottsdale, AZ
Financial Advisor
Scottsdale, AZ
Business Owners|Christian Worldview / Faith-Based Financial Planning|Divorced Individuals|Families|Medical Professionals and Dentists|Pre-Retirees|Retirees|Widows & Widowers|Young Professionals
Senior Financial Advisor
Portland, OR
Financial Advisor
Portland, OR
Families|Individuals Inheriting Wealth|Pre-Retirees|Retirees|Widows & Widowers
Senior Financial Advisor
Nashville, TN (Brentwood)
Financial Advisor
Nashville, TN (Brentwood)
Business Owners|Corporate Executives / C-Suite|Families|Individuals Inheriting Wealth|Pre-Retirees|Retirees
Vice President
Colorado Springs (North), CO
Financial Advisor
Colorado Springs (North), CO
Business Owners|Christian Worldview / Faith-Based Financial Planning|Corporate Executives / C-Suite|Divorced Individuals|Families|Pre-Retirees|Retirees|Widows & Widowers|Young Professionals
Vice President
Meridian, MS
Financial Advisor
Meridian, MS
Business Owners|Medical Professionals and Dentists|Pre-Retirees|Retirees|Young Professionals
Senior Financial Advisor, Vice President
Lakewood, CO
Financial Advisor
Lakewood, CO
Business Owners|Corporate Executives / C-Suite|Divorced Individuals|Families|Medical Professionals and Dentists|Pre-Retirees|Retirees|Sports & Entertainment Professionals|Ultra-High-Net-Worth (UHNW) Individuals & Families|Widows & Widowers
Senior Financial Advisor, Vice President
Colorado Springs, CO
Financial Advisor
Colorado Springs, CO
Business Owners|Corporate Executives / C-Suite|Medical Professionals and Dentists|Pre-Retirees|Retirees|Ultra-High-Net-Worth (UHNW) Individuals & Families
Senior Financial Advisor, Vice President
Scottsdale, AZ
Financial Advisor
Scottsdale, AZ
Advanced Tax Planning|Business Owners|Business Sales & Liquidity Events|Corporate Executives / C-Suite|Equity Compensation Strategies|Estate & Legacy Planning|Families|Military & Veterans|Pre-Retirees|Real Estate / 1031 Exchange Strategies|Retirees|Sports & Entertainment Professionals|Ultra-High-Net-Worth (UHNW) Individuals & Families|Young Professionals
Chief Executive Officer
Scottsdale, AZ
Executive Leadership Team|Financial Advisor
Scottsdale, AZ
Chief Operations Officer
Executive Leadership Team|HR, Operations and Accounting Team
Financial Advisor
Scottsdale, AZ
Financial Advisor
Scottsdale, AZ
Medical Professionals and Dentists|Pre-Retirees|Retirees
Financial Advisor
Nashville, TN (Franklin)
Financial Advisor
Nashville, TN (Franklin)
Christian Worldview / Faith-Based Financial Planning|Families|Individuals Inheriting Wealth|Medical Professionals and Dentists|Pre-Retirees|Retirees|Sports & Entertainment Professionals|Widows & Widowers|Young Professionals
Head of Advisor Success
Executive Leadership Team|Marketing and Advisor Success
Financial Advisor
Ridgeland, MS
Financial Advisor
Ridgeland, MS
Business Owners|Medical Professionals and Dentists
Financial Advisor
Denver, CO
Financial Advisor
Denver, CO
Divorced Individuals|Families|Pre-Retirees|Retirees|Young Professionals
Director of First Impressions, Investment Team Support
Nashville, TN (Franklin)
Nashville, TN (Franklin)
Senior Financial Advisor, Vice President
Denver, CO
Financial Advisor
Denver, CO
Business Owners|Christian Worldview / Faith-Based Financial Planning|Corporate Executives / C-Suite|Divorced Individuals|Families|Pre-Retirees|Retirees|Ultra-High-Net-Worth (UHNW) Individuals & Families|Widows & Widowers|Young Professionals
Financial Advisor
Memphis, TN
Financial Advisor
Memphis, TN
Business Owners|Medical Professionals and Dentists
Tax Planning & Operations Specialist
Colorado Springs (Chapel Hills), CO
Colorado Springs (Chapel Hills), CO
Senior Financial Advisor, Vice President
Colorado Springs (North), CO
Financial Advisor
Colorado Springs (North), CO
Financial Advisor
Colorado Springs (North), CO
Financial Advisor
Colorado Springs (North), CO
Business Owners|Military & Veterans
Client Relations Specialist
Colorado Springs (Chapel Hills), CO
Colorado Springs (Chapel Hills), CO
Director of First Impressions
Colorado Springs (North), CO
Colorado Springs (North), CO
Senior Financial Advisor
Portland, OR
Financial Advisor
Portland, OR
Advanced Tax Planning|Business Owners|Corporate Executives / C-Suite|Equity Compensation Strategies|Families|Medical Professionals and Dentists|Pre-Retirees|Real Estate / 1031 Exchange Strategies|Retirees|Technology Professionals|Ultra-High-Net-Worth (UHNW) Individuals & Families
Financial Advisor
Rapid City, SD
Financial Advisor
Rapid City, SD
Farmers & Ranchers|Medical Professionals and Dentists|Pre-Retirees|Retirees|Young Professionals
Vice President
Rapid City, SD
Financial Advisor
Rapid City, SD
Business Owners|Christian Worldview / Faith-Based Financial Planning|Corporate Executives / C-Suite|Families|Farmers & Ranchers|Individuals Inheriting Wealth|Pre-Retirees|Retirees|Ultra-High-Net-Worth (UHNW) Individuals & Families
Senior Financial Advisor
Colorado Springs (Chapel Hills), CO
Colorado Springs (Chapel Hills), CO
Business Owners|Corporate Executives / C-Suite|Divorced Individuals|Military & Veterans|Widows & Widowers
Associate Financial Advisor, Financial Planning Assistant
Nashville, TN (Brentwood)
Financial Advisor|Financial Planning Team
Nashville, TN (Brentwood)
Christian Worldview / Faith-Based Financial Planning|Families|Farmers & Ranchers|Medical Professionals and Dentists|Pre-Retirees|Retirees|Young Professionals
Find an advisor near you, or reach out and we’ll point you in the right direction.
