Team profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and we can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

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Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Family Finances
  • Charitable Giving
  • Employee Stock Options
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Insurance
  • Intergenerational Planning
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Saving for Education
  • Social Security Retirement Benefits
  • Tax Planning Strategies
  • Wealth Preservation Strategies

Awards & recognition

  • Summit Private Wealth Group, Forbes Best-in-State Wealth Management Teams, 2025-2026

Community participation

Summit volunteer day at Feed My Starving Children on January 25, 2025.
Summit volunteer day at Feed My Starving Children on January 25, 2025.

Summit volunteer dayat Feed My Starving Children on January 25, 2025

Our photos

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