Team

Chad A. Warrick

Co-President & CEO

Jason Print, CFP®

Co-President & CEO

Mitch Levin, MD, CWPP, CAPP

Former CEO
Senior Consultant

Joseph M. "Jette" Browne, Emeritus

Senior Wealth Advisor

Brad Towle

Senior Wealth Advisor
Senior Executive, Summit Private Client Group

Jeffrey Janson, CFP®, AIFA®

Senior Wealth Advisor


Andrew Dickens

Wealth Advisor
401(K) Plan Specialist

Loredana Wollett

Client Relationship Manager

Amanda E. Pate, CFP®

Client Relationship Manager

Kristiana Daniels

Client Relationship Manager

Nicole Sadez

Client Relationship Manager

Alyssa Ferraro

Client Service Specialist

Mischael Bross

Client Service Specialist

Teresa Turner

Accounting Clerk

Chad Leatherwood, CFP®

Wealth Advisor

2018 Internship Program

Chelsea McGee

Client Service Specialist