Our team values are important to us at Summit House Wealth Partners. Through collaboration, focusing on helping others and taking ownership, we build strong connections with our teammates and clients as we strive for excellence.
Meaningful Relationships: Strong connection with clients, team members and the community; focusing on collaborating and serving others with quality and value.
Flexibility: The ability to adapt to different environments, situation or change.
Excellence: Pursuit of the highest level of optimal performance.
Taking Ownership: Owning success and failures, taking things to completion.
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Master of Library and Information Science (MLIS), Series 7 Registration, Series 66
Workes in the Investment Industry since 2011BA in Business Studies, UMASS Amherst
Registered, Series 7, 66 and Insurance
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