We are team players who strive for growth

Advisors

Robert Avey
Robert L. Avey, AIF®, ChFC®, CLU®, LUTCF®, RICP®
Financial Advisor
Tyler Bailey
Tyler Bailey, CFP®
Associate Advisor
Nathan Bennett
Nathan Bennett, CFP®, CBEC®, CEPA®, AIF®
Partner, Summit Financial Group, LLC Financial Advisor, RJFS
Kim Damiani
Kimberly Damiani, CFP®, CEPA®
Financial Advisor
Jay Gilson
Jay Gilson, CBEC®, CPA
Senior Director, Summit Financial Group, LLC Financial Advisor, RJFS
Dash Grammer
Dash Grammer, CFP®
Financial Advisor
Neil Hunter Smith
Neil Hunter-Smith
Associate Advisor
Donald Ledoux
Donald Ledoux, CFP®, CBEC®
Financial Advisor
Jeffrey Lee
Jeffrey Lee
Associate Advisor
Connor Merrigan
Connor Merrigan, CFP®, CEPA®
Financial Advisor
Gina Morais
Gina Morais, CFP®, CEPA®, CWS
Private Wealth Advisor Financial Advisor
Brendan-Noonan
Brendan Noonan, CFP®
Financial Advisor
John Odea
John O'Dea, CLU®, CExP™, CPFA®, AIF®
Financial Advisor
Aaron Peabody
Aaron Peabody, CFP®, CBEC®
Financial Advisor
Vanessa Savage
Vanessa L. Savage, CFP®, CEPA®, RICP®, CWS®
Director, Summit Financial Group, LLC Financial Advisor
Michael Schomaker
Michael Schomaker, CFP®
Financial Advisor
Jeneen Slack
Jeneen Slack, CFP®, CDFA®
Financial Advisor
Cody Smith
Cody Smith, CFP®, CBEC®, CEPA®
Financial Advisor
Kristin Sullivan
Kristin M Sullivan, CWS®, MBA
Financial Advisor
Justin Ward
Justin Ward
Associate Advisor
Steve Wilcox
Steven Wilcox, CAP®, CFP®, ChFC®
Partner, Summit Financial Group, LLC Financial Advisor, RJFS

Services & Operations

Angela King
Angela Bessiere
Marketing Manager, SFG Marketing Consultant, RJFS
Susan Bonde
Susan Bonde
Operations Coordinator, SFG
Keith Campbell
Keith Campbell
Manager of Compliance, SFG Investment Strategist, RJFS
Jennifer Zednick
Jennifer De Guzman
Client Services Coordinator
Erin Haubner
Erin Haubner
Director of Operations, SFG Branch Operations, RJFS
Jack Hollmeyer
Jack Hollmeyer
Financial Planning Associate
Cristina Holloway
Cristina Holloway
Client Services Coordinator
Kimberly Horikoshi
Kimberly Horikoshi
Practice Manager for Financial Advisors Nathan Bennett and Cody Smith, SFG Client Services Coordinator, RJFS
Kari Jeha
Kari Jeha
Senior Client Services Coordinator, SFG Client Services Coordinator, RJFS
Rachael Kepke
Rachael Kepke, CFP®, ChFC®, CEPA®
Director of Advisor Services, SFG Branch Manager, RJFS
Jennifer Larkey
Jennifer Lynn Larkey
Client Services Coordinator
Cindy Loeffler
Cindy Loeffler
Practice Manager, SFG Client Services Coordinator, RJFS
Nancy McMillin
Nancy McMillin
Director of Projects, SFG
David Moe
David Moe
Senior Client Services Coordinator, SFG Client Services Coordinator, RJFS
Pranay Mohan
Pranay Mohan
Trading Coordinator
Laurie Murthy
Laurie Murthy
Practice Manager for Vanessa Savage, SFG Client Services Coordinator, RJFS
Austin Muto
Austin Muto
Financial Services Assistant
Julie Pelletier
Julie Pelletier
Retirement Plan Consultant
Breanne Powers
Breanne Powers
Business Systems Manager, SFG Branch Operations, RJFS
Veronica Sandoval
Veronica Sandoval
Marketing Consultant
Collin Sapp
Collin Sapp
Client Services Coordinator
Tiffany Taylor
Tiffany Taylor
Director of Development, SFG Branch Operations, RJFS
Veronica Tung
Veronica Tung
Client Services Manager
The discipline of having to put your thoughts in order with somebody else is a very useful thing.
Charlie Munger

The future at your fingertips

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Summit Financial Group, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services.

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