With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Our advisors

Advisor photo for Tom Luxem

Tom Luxem

ChFC®, CRPC, APMA, MSFP, MPAS

Private Wealth Advisor

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

Matthew Greer

CRPC, APMA

Financial Advisor

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

David Olson

ChFC®, APMA

Private Wealth Advisor

Managing Partner of Summit Private Wealth Group
Learn more about David Olson
Advisor photo for Benjamin Auckenthaler

Benjamin Auckenthaler

CFP®, CSRIC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Benjamin Auckenthaler
Advisor photo for Kevin Bille

Kevin Bille

Financial Advisor

Learn more about Kevin Bille
Advisor photo for Eric Brenk

Eric Brenk

APMA

Financial Advisor

Learn more about Eric Brenk
Advisor photo for Jacob Damhof

Jacob Damhof

CFP®, CPA, APMA

Financial Advisor

Learn more about Jacob Damhof Visit Jacob Damhof's website
Advisor photo for Dean C Dawson

Dean C Dawson

CFP®

Private Wealth Advisor

Learn more about Dean C Dawson
Advisor photo for Paul Anthony Dougherty

Paul Anthony Dougherty

Financial Advisor

Learn more about Paul Anthony Dougherty
Advisor photo for Miriam Hobart

Miriam Hobart

CFP®, CDFA®, APMA

Financial Advisor

Learn more about Miriam Hobart
Advisor photo for Monica Luxem

Monica Luxem

APMA

Financial Advisor

Learn more about Monica Luxem Visit Monica Luxem's website
Advisor photo for Natalie Luxem

Natalie Luxem

APMA

Financial Advisor

Learn more about Natalie Luxem
Advisor photo for Brian Macdonald

Brian Macdonald

MBA, CFP®, ChFC®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Brian Macdonald
Advisor photo for David Muschenheim

David Muschenheim

CRPC, APMA

Financial Advisor

Learn more about David Muschenheim
Advisor photo for Samuel Reber

Samuel Reber

APMA

Financial Advisor

Learn more about Samuel Reber
Advisor photo for Daniel Ventura

Daniel Ventura

JD, APMA

Financial Advisor

Learn more about Daniel Ventura


Our team

Karla Bastida

Karla Bastida

Administrative Assistant

Michelle Bonin

Michelle Bonin

Paraplanner

John Casement

John Casement

Investment Manager

Katie Feist

Katie Feist

Client Service Specialist

Rebekah Hasenmueller

Rebekah Hasenmueller

Paraplanner

Rana Krawza

Rana Krawza

Office Manager,

Human Resource Manager of Summit Private Wealth Group
Corryn Lyons

Corryn Lyons

Client Service Specialist

Jami McFarland

Jami McFarland

Operations Director,

Client Relationship Manager
Rory Murnan

Rory Murnan

Client Service Specialist

Jackson Sandquist

Jackson Sandquist

Client Service Specialist

Branigan Secraw

Branigan Secraw

Client Service Specialist




Experience the power of alliance partnerships

We are always looking for new, innovative ways to help you reach your financial goals. That’s why we partner with local professionals that can elevate your overall financial planning experience. For more information on professional alliance partnerships, click the link(s) below or reach out directly to our practice. Together, we are ready to help you on your financial journey.