Our clients are everything to us. We know their hopes and dreams, and we are committed to their success. We stand shoulder to shoulder as they tackle life’s challenges and help them build strategies to achieve their dreams. Success in not measured by financial metrics, rather it is the clients reaching financial independence, the students graduating, and the legacies passed down that define our impact. The relationships we forge are so much deeper than merely client and advisor. This work is our calling, and we are honored to serve clients this way.

The profession of Financial Advice is an intensely personal endeavor. Thus, investing in our people is simply good business. We are committed to keeping the best and brightest on our team to serve clients at the highest level. Our firm is full of Team Players who Care About People and are Committed to Growth – both personally and professionally. Our people are fully invested in those they serve and are enriched by the relationships with both clients and peers.

A meaningful life has impact, and we strive to enrich lives in our community. Our people have started charities, sit on non-profit boards, and donate time and treasure to worthy causes. The Summit Foundation is the public embodiment of our spirit of giving, but the impact of our clients and employees far exceeds any financial donations each year. We are inspired by the impact we can have collectively on our community.