Team Bio
Welcome to Summit Investment Advisors, a team of financial professionals with experience and knowledge working with financial planning, investment management, tax and estate planning all under one roof. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and wishes.
Our firm strives for long lasting relationships and our firm will be there through thick and thin because retirement planning is an ongoing process. We don’t set it and forget it. The market moves, tax laws change, and having a planner that is proactively keeping you informed will provide the consistency needed for a successful retirement journey, allowing you to focus on what is most important to you.
Summit's motto is "Invest in Learning, Invest in Life.” To invest with purpose successfully, one requires knowledge and collaboration with professionals. Summit hosts many different workshops and webinars to help you along the way with your planning needs. Having an experienced planner on call that can relieve decision making stress and give guidance on your investments, tax planning, and estate planning goals. Please sit down with one of our planners for a discussion to ensure you are on the right path.
