The Team
Summit Bay Private Wealth Advisors

Our Advisors

Daniel Graham

Daniel Graham

Private Wealth Advisor

More about me...

Contact

daniel.s.graham@ampf.com

269.979.3521

Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Charitable Giving

Education

Albion College, B.A. Chemistry, 1986

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Robert Cumberland

Robert Cumberland

Financial Advisor

More about me...

Contact

robert.g.cumberland@ampf.com

248.827.1230

Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies

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Pamela Wesley

Pamela Wesley

Financial Advisor

More about me...

Contact

pamela.wesley@ampf.com

269.979.3521

Top Areas of Focus

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Family Finances

Education

St. Norbert College, DePere, Wisconsin, Roosevelt University, Chicago Illinois

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Our Staff

Barbara Wiley

Client Service Manager

Deborah Himes

Paraplanner

Kristas Fritsche

Administrative Assistant