Summit Wealth Management

In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments,tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.



Advisors

Whitney W Grimm

Whitney W Grimm

CFP®, MBA, APMA®

Private Wealth Advisor

Chief Executive Officer of Summit Wealth Management
Visit Whitney W Grimm's website
David Billingslea

David Billingslea

CFP®, MS

Private Wealth Advisor

Chief Operating Officer of Summit Wealth Management
Visit David Billingslea's website
Nicholas Anderson

Nicholas Anderson

CFP®, CIMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Nicholas Anderson's website
Joel Schwartz

Joel Schwartz

Associate Financial Advisor

Visit Joel Schwartz's website

Team

Gardner Platt

Gardner Platt

Investment Manager,

Vice President

Qualifications

  • Gardner Platt, CFA®, CFP®, Investment Manager, Vice President, has been part of our team for 12 years and is a Chartered Financial Analyst, CFA® and CERTIFIED FINANCIAL PLANNER™.
  • Gardner has been in the financial services industry for 20 years. He formerly worked with an institutional investment manager and local hedge fund.
  • Gardner transitioned his career from solely investment research to comprehensive wealth management with Ameriprise over 15 years ago and is responsible for advice initiatives and portfolio guidance.
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Kimberly A. Cavaliere

Kimberly A. Cavaliere

Operations Director,

Paraplanner

Qualifications

  • Licenses: Series 7 & 66, Insurance-Accident & Health, Life, Variable Products.
  • 20 years high-level experience in the financial services industry as an accomplished Licensed Paraplanner/Registered Financial Associate. Kimberly began her financial career with Ameriprise Financial.
  • Notary registered with the State of Colorado.

Roles & Responsibilities

  • Kimberly effectively and efficiently delivers client service, transacting business and managing practice operations. She is very well qualified and has extensive knowledge of financial planning.
  • Kimberly is responsible for overseeing client service for the practice; working with you to provide exceptional service answering questions, addressing issues and helping to resolve your needs.
  • Kimberly manages operations, client appreciation, marketing, charity events, and ensures efficient practices and operations for our team.
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Timothy Sliva

Timothy Sliva

Client Service Manager

Qualifications

  • Tim has 4 years of progressive Credit Union experience including transactional financial services, new member business, and consumer and mortgage lending.
  • He has 8 years of customer service experience across multiple industries.
  • His knowledge includes IRA's, trusts, and the importance of financial security. He has a desire to help people and provide exceptional customer service.

Roles & Responsibilities

  • Tim is responsible for proactively and reactively working with clients, promptly resolving client needs and providing premium customer service with a precise attention to detail.
  • Tim assists with processing money movement and other financial transactions and works with our home office to ensure accurate account set up and resolve issues.
  • Tim will also engage in assisting in the management of financial planning data in our software and documents, helping to maintain client files and records in accordance with compliance policies.
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Nathan Tucker

Nathan Tucker

Client Service Manager

Qualifications

  • Nate has 6 years of experience in the financial services industry and 2 years of experience in the insurance industry. He also has 9 years of banking tenure.
  • He has worked in all capacities at a small bank. Nate also has several years of experience as a financial services representative as well as provided financial advocacy in the insurance industry.
  • He is passionate about providing high-level customer service and helping people meet their goals.

Roles & Responsibilities

  • Nate is responsible for proactively and reactively working with clients, promptly resolving client needs and providing premium customer service with a precise attention to detail.
  • Nate assists with processing money movement and other financial transactions and works with our home office to ensure accurate account set up and resolve issues.
  • Nate assists helping to maintain client files and records in accordance with compliance policies.
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Lavern Glosson

Lavern Glosson

Client Concierge

Qualifications

  • LaVern has a B.S. in Liberal Art (Excelsior College/Albany NY) – Majored in Supply Chain MGT and a M.S. Certification in Global Logistics and Transportation MGT (American Public Univ, WV).
  • She has extensive leadership, project, and operations management experience e.g. team building, administrative, IT, and customer engagement/support.

Roles & Responsibilities

  • LaVern is our Client Concierge and is responsible for assisting Client Service and working with clients, promptly resolving client needs with a precise attention to detail.
  • LaVern is also responsible for managing and maintaining scheduling for client and advisor meetings.
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