Our advisors

Tom Luxem

Tom Luxem

ChFC®, CRPC®, APMA®, MSFP, MPASSM

Private Wealth Advisor

Chief Executive Officer of Summit Private Wealth Group
Learn more about Tom Luxem
Matthew Greer

Matthew Greer

CRPC®, APMA®

Financial Advisor

Chief Financial Officer of Summit Private Wealth Group
Learn more about Matthew Greer
David Olson

David Olson

ChFC®, APMA®

Private Wealth Advisor

Managing Partner
Learn more about David Olson
David Muschenheim

David Muschenheim

CRPC®, APMA®

Financial Advisor

Learn more about David Muschenheim
Daniel Ventura

Daniel Ventura

JD, APMA®

Financial Advisor

Learn more about Daniel Ventura
Benjamin Auckenthaler

Benjamin Auckenthaler

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Benjamin Auckenthaler
Brian Macdonald

Brian Macdonald

CFP®, MBA, ChFC®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Brian Macdonald
Dean C Dawson

Dean C Dawson

CFP®

Private Wealth Advisor

Learn more about Dean C Dawson
Kevin Bille

Kevin Bille

Financial Advisor

Learn more about Kevin Bille
Miriam Hobart

Miriam Hobart

CFP®, CDFA®, CLTC®, APMA®

Financial Advisor

Learn more about Miriam Hobart

Our team

Michelle Bonin

Michelle Bonin

Paraplanner

Eric Brenk

Eric Brenk

Client Relationship Manager

John Casement

John Casement

Investment Manager

Jacob Damhof, CPA

Jacob Damhof, CPA

Financial Planning Analyst

Joyce Flanders

Joyce Flanders

Paraplanner

Rana Krawza

Rana Krawza

Operations Specialist,

Human Resource Manager
Monica Luxem

Monica Luxem

Client Relationship Manager

Natalie Luxem

Natalie Luxem

Client Relationship Manager

Jami McFarland

Jami McFarland

Operations Specialist

Marcee Payne

Marcee Payne

Receptionist

Nikolaus Schroeder

Nikolaus Schroeder

Client Relationship Manager

Lois Walton

Lois Walton

Operations Specialist