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 wealth advisor means that I am compensated for my services via an agreed upon flat rate. 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. 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
• Dimensional Funds

To learn more about how me and my team at Summit Financial Partners can serve you, visit our website.

As a certified wealth advisor and financial planner, my focus is on helping you decide what to do with your accumulated wealth and helping to protect your assets for you and your family. While I am knowledgeable and always happy to answer questions for my clients, I do not offer financial education as a service.