We enrich the lives of our clients, our people, and our community

Your Dreams. Our Purpose.

Our clients are at the heart of everything we do. We understand their hopes and dreams, and we are committed to their success. We stand side by side with them as they navigate life’s challenges, developing strategies to turn their aspirations into reality. Success in not measured by financial metrics alone, rather it is witnessed in the clients reaching financial independence, students graduating, and legacies being passed down. The relationships we build go beyond the roles of client and advisor. This work is our calling, and we are honored to serve in this capacity.

Providing financial advice is a deeply personal endeavor. Thus, investing in our people is simply good business. We are committed to retaining the best and brightest to serve clients at the highest level. We are team players who care about others and are committed to growth, both personally and professionally. Our team is fully invested in those they serve and are enriched by the relationships with clients and peers alike.

A meaningful life has impact, and we strive to enrich lives in our community. Our team members have founded charities, serve on non-profit boards, and generously donate time and treasure to worthy causes. The Summit Foundation is the public embodiment of our spirit of giving, but the true impact of our clients and employees extends far beyond financial contributions. We are inspired by the collective impact we can make in our community.