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.
close
View Larger
Since 2024, Beth has been dedicated to making your experience with our practice thoughtful, seamless and personal. Her role is centered on connection-ensuring that every client feels supported, informed, and valued throughout the year.
BA from Central Michigan University
As the welcoming voice of our practice, Deb plays a key role in scheduling and keeping our days running smoothly. With over 25 years as part of our team, she brings deep knowledge, warmth, and continuity to every interaction, helping ensure each client feels supported from the moment they reach out. Beyond the workplace, Deb enjoys spending time with her family.
Jennifer helps ensure that every aspect of your experience with Summit House Wealth Partners is seamless, efficient, and well‑coordinated. Working largely behind the scenes, she oversees the firm’s operations, systems, technology, and service standards so that everything runs smoothly and consistently.
Since 2018, Jim has worked in coordination with our advisors, preparing and executing trades, processing money movement requests and coordinating asset transfers. He participates in meeting follow-up, conducts investment and planning research, and helps maintain accurate, up‑to‑date account and planning information. In his free time, Jim enjoys playing the guitar.
Master of Library and Information Science (MLIS), Series 7 Registration, Series 66
For over three years, Matt has been working in coordination with our advisors. Matt prepares and executes trades, processes money movement requests and coordinates asset transfers. He participates in meeting follow-up, conducts investment and planning research and helps maintain accurate, up‑to‑date account and planning information. Outside of the office, Matt enjoys snowboarding and gardening.
Registered, Series 7, 66 and Insurance
Moriah serves as the strategic force that keeps us operating with clarity, consistency, and intention. She works behind the scenes to streamline workflows, strengthen processes, and ensure every interaction reflects the firm’s commitment to exceptional client care. Her leadership style reflects her background in psychology, bringing thoughtful communication, empathy, and a people‑first approach to her work every day.
BS from the University of Southern Maine
Nicole partners closely with advisors to support account coordination, money movement, meeting follow‑ups, and ongoing client needs. Outside of the office, Nicole channels her creativity through photography and singing, and she’s currently bringing a personal passion project to life: launching a podcast she created with her husband.
Financial Paraplanner Qualified Professional (FPQP®)
Life and Health Insurance License
Ryan partners closely with advisors to support account coordination, money movement, meeting follow‑ups, and ongoing client needs, while also assisting clients with the secure site to ensure a smooth and efficient experience. Outside of the office, Ryan enjoys all things motorsports!
BA from University of Colorado Boulder.
Tiffany is in her second year at Mount Holyoke College studying Economics. Tiffany supports the team by assisting with scheduling, meeting preparation, and special projects that help keep your experience organized and efficient.
Let's meet to discuss what's most important to you.
Please do not submit account or other confidential information via this form.
At Ameriprise Financial, we’re committed to protecting your privacy and online security. To learn more, view our Privacy Notices on the Ameriprise.com Privacy, Security & Fraud Center. We will only use the information you are providing to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts.
Your request has been successfully submitted.
We will contact you to set up a complimentary initial meeting. During the initial conversation, we’ll discuss your financial goals, needs and the personalized advice I provide if you decide to work with us.
Your message was not sent.
The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
Ameriprise Financial cannot guarantee future financial results.
This offer is only valid in the United States.
corporate entities and important disclosures | terms of use | privacy and security center | about email fraud
Users of this site agree to be bound by the terms of the Ameriprise Financial Website Rules and Regulations.
Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2026 Ameriprise Financial, Inc. All rights reserved.
All fields are required.
When you refer us, the person you refer will receive an email with a link to our website. From there, they can learn more about what it’s like to work with us and reach out for a complimentary initial consultation, if they choose. We will receive your contact’s information and may reach out to them directly.
Your referral will hear from us soon. Feel free to let them know in advance that we will be reaching out.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. Privacy and Security Center, Online Security Guarantee and About Email Fraud.
© 2005 - 2026 Ameriprise Financial, Inc.