If you have questions or are looking to book a speaking engagement, I’d love to connect with you! Reach out via the form below and I will get back to you as soon as possible!
Looking to grow or manage your wealth?
I’d love to use my three decades of experience as a fee-only wealth advisor to help you build your financial legacy. Let’s talk!
I specialize in wealth management and planning which means I help my clients in making the financial decisions that will grow their wealth and build a lasting financial legacy for themselves and their families. Please refer to the information listed with my business Summit Financial Partners for additional details.
Being a fee-only financial advisor means we are paid directly by our clients. This differs from a commission-based wealth advisor, whose compensation comes entirely from the commission earned through selling things like insurance packages and mutual funds. Fee-based advisors can charge both a commission and a management fee. I find that working as a fee-only wealth advisor allows me to focus entirely on the needs of each of my clients and ensure that every aspect of their financial plan is for their benefit and long-term success.
I’d be happy to speak with you about your financial situation and goals! Specifically, I can assist you with
- Investment Management
- Financial Planning
- Life Transitions
To learn more about how me and my team at Summit Financial Partners can serve you, visit our website.
As a Certified Financial Planner™ and a Chartered Financial Analyst™, my focus is on building investment portfolios and financial plans that will help guide your future financial decisions. While I am knowledgeable and always happy to answer questions for my clients, I do not offer financial education as a service.