The Team

Summit Bay Private Wealth Advisors
Do you ever wonder how you will generate income in retirement? Our practice is dedicated to helping clients formulate a strategy for retirement income that considers all their assets, savings, investments, Social Security and other potential income sources to help them be well prepared. Using our exclusive Confident Retirement® approach, our goal is to help clients build and protect their income during their working years and develop a distribution plan for retirement. Together we build confidence — for today and for tomorrow — so they can live the retirement they’ve earned and deserve.

Our Advisors

Daniel Graham

Daniel Graham

Private Wealth Advisor

More about me...

Contact

daniel.s.graham@ampf.com

269.979.3521

Designations

CFP®, ChFC®, RICP®

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

Financial Planning Analyst

Deborah Himes

Paraplanner

Kristas Fritsche

Administrative Assistant