Summit Wealth Strategies
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A full-service independent firm, Summit Wealth Management offers personalized advice and portfolio management for families and businesses across the United States. Summit Wealth Management was founded on the belief that every client is unique, and financial plans should be tailored to each individual client.
Founder | Summit Wealth Strategies
I’m a proud retired Air Force veteran, having dedicated 14 years serving our country before being medically retired.
Since 2010, I’ve been fortunate to share my life with my amazing wife, Brandy. Together, we’re raising our energetic, curious, silly, fun-loving 8-year-old son, Greyson, who inspires and drives us every day.
Growing up amidst the charm and grit of New England instilled in me a deep sense of resilience, integrity, and a commitment to helping others, a foundation that continues to shape my journey.
My passion for helping people has always been a driving force in my life, and it naturally led me to the world of financial advising and wealth management. I understand first-hand the stress and uncertainty finances can bring, which is why I am devoted to empowering individuals and families to gain clarity and confidence in their financial futures.
Wealth Vision
The planning process we engage in is not a once in a lifetime event. It is evolutionary, taking into account ongoing changes in your life, your resources and the financial decisions you need to consider.
Our Capabilities
Outlook 2025: Pragmatic Optimism
Outlook 2025: Pragmatic Optimism By LPL Financial Research Looking back, 2024 clearly echoed many of the themes from 2023. By and large, the economy continued to defy expectations and surprised