Sean McDermott CFP®
Financial Planner and Partner
Sean McDermott, CFP, is the co-owner, founder, and president Summit Investment Advisors. Sean's career in financial services spans more than 30 years. As a Certified Financial Planner, he finds no greater satisfaction in helping clients live the lives they've imagined.
Sean graduated from St. John's University with a BS in Business Administration and a minor in Accounting. Thereafter he earned his Certified Financial Planner degree from the College for Financial Planning. He holds a series 7 and 63 and is a registered series 24 and 51 principal supervisor to LPL Financial. In addition, Sean is a licensed health/variable annuity insurance agent.
Sean and his wife, Gina, met in college and married shortly after graduation. They have three children, Logan, Landon, and Lexa. When not helping his clients achieve their financial goals, Sean enjoys golfing and biking and walks over 1,000 miles yearly with his wife, Gina!
Russell Rogers CFP®
Russell Rogers, CFP® and partner at Summit Investment Advisors, works every day to help clients make sound decisions through careful and thoughtful planning and analysis. Russell is the kind of person that pays close attention to detail and it is very evident that he enjoys what he does. He cares deeply about doing things the right way and has committed to always act in the best interest of clients.
Russell began his career in 2007 following the footsteps of his father, a retired Financial Advisor. Russell served in the MN Army National Guard concurrently with his career as a financial planner and achieved the rank of Captain. As a Human Resources Officer, Russell made a positive impact on his unit and the Soldiers he served with.
Russell lives in Arden Hills with his wife Jena and his children Calvin and Lucia. In his spare time he enjoys fishing, camping, playing the drums and guitar.
Scott Caskey CFP®
Scott Caskey, CFP® is a Wealth Advisor and Partner at Summit Investment Advisors.
Since 2011 Scott has assisted clients by providing the value of partnership and helping them make fully informed decisions to pursue a stress-free retirement He provides the information and experience to let you know if you are on the right path.
Before becoming a partner at Summit Investment Advisors, Scott graduated from Eli Broad Summit College of Business at Michigan State University with a finance degree and worked his way up at Summit in Client Services. Scott uses this experience frequently to give a clear understanding of how everything works from an operational viewpoint. Often giving more detail than needed to answer your questions.
Scott enjoys spending time with his wife Emma and son. He enjoys traveling and playing disk golf whenever he can.
Brian Carlson CFP®
Brian Carlson, CFP® is a Certified Financial Planner™, Partner and Director of Client Service for Summit Investment Advisors. He holds his Series 7 and 63 license through LPL Financial.
Working alongside clients since 2000, Brian has consistently sought to deliver high quality advice, service, and attention to detail. He enjoys helping people navigate the complex facets of retirement planning, so they can retire with the confidence they deserve.
Brian is a graduate of the University of Minnesota – Carlson School of Management. As a Certified Financial Planner, Brian brings both the experience and knowledge necessary to provide you with comprehensive, ongoing advice. He strives to make intricate strategies easily understandable and relatable to you.
Joel Budd
Joel Budd has been a Wealth Advisor with Summit Investment Advisors since 2002. He believes his 30 years in the financial industry, including bank management, provide the ideal foundation to assist his clients in achieving their financial goals, with the focus on thriving in retirement.
Joel offers comprehensive wealth management services including financial, education, retirement, investment, and estate planning. He is a graduate of St John’s University with a degree in International Business.
Joel has two children, Alexandra and Michael. In their spare time he and his wife Katie enjoy golfing, fishing, playing hockey and spending time with friends and family.
Matt Pasche
Matt got his start by working as a Paralegal for one of the largest estate planning law firms in the Midwest. He has assisted hundreds of families with their plans, and his passion is teaching and training others ways to avoid costly mistakes.
Matt is licensed in Health and Life insurance. He is a graduate of Metropolitan State University with a Bachelor of Science in English and Business degree. He is a former NCAA All American in Track and Field.
Born and raised in the Twin Cities, he has two children Jack and Madeline. In his free time he enjoys spending time with family, traveling and exploring the great outdoors with his two dogs.
Samantha Beavens
Samantha joined the Summit Investment Advisors Team in 2020. She currently holds her Series 6, Series 7, and Series 63 licenses with LPL Financial as well as her Health and Life Insurance license.
As a part of the Client Services Team, Samantha helps to ensure clients receive prompt and efficient service no matter what their needs may be.
Samantha graduated from St. Cloud State University with a bachelor’s degree in Finance in 2016. She lives with her husband Mike and their dog Hank in Columbia Heights.
Chris Schurmann CFP®
Chris Schurmann, CFP® has been with Summit since January of 2022, and during his time at the firm he obtained his Series 7 and Series 66 licenses held through LPL Financial, and went on to pass the CFP® Exam in July of 2024. Chris serves as Summit’s Chief Compliance Officer as well as a Senior Associate on our Service Team. Chris enjoys building meaningful relationships with clients and helping them bring long-term goals into focus by simplifying complex plans into an understandable and actionable format. Chris brings a wealth of practical knowledge to our clients and has a hand in all areas of the firm.
Chris graduated from the University of Mississippi in 2018 with a Bachelor of Applied Science in Legal Studies. His educational background allows him to think abstractly about the effects of many different aspects of financial planning that might otherwise go unaddressed. Financial plans often become complex, and providing a “Big Picture” lens and ensuring our clients can be confident that they are in good hands is where Chris excels most.
Chris and his wife Sarah met at the University of Mississippi, and now they live in Eagan along with their son Kenji and their two Great Danes, Merle and Lottie. When Chris has time, he enjoys learning new things, teaching difficult concepts, and engaging in meaningful conversations.
Jack Schwartz
Jack graduated from St. John’s University in 2021 where he received a degree in accounting with a concentration in finance. He currently holds Series 6, 7, and 63 licenses through LPL Financial. In his free time, he enjoys golfing and playing chess.
Emmy Grovender
Emmy graduated from Minnesota State University of Moorhead in 2023 with a degree in accounting and finance. She is currently working towards obtaining the SIE and Series 7 licensures.
She lives with her husband Austin in Forest Lake. She enjoys traveling and is working her way to visiting all the 50 States.
Garrett Scott
Garrett graduated from Florida Atlantic University in 2024 with a degree in finance. He lives in Boynton Beach, Florida. In his free time, Garrett enjoys spearfishing and horseback riding.
Kristi Rogstad
As our Director of First Impressions, Kristi will greet you with a smile and cheery hello the next time you stop by. Kristi helps keep operations running smoothly at the office, and also assists with scheduling and client communications at the front desk.
