Team


Chad A. Warrick

Chief Investment Officer
Senior Wealth Advisor

Mitch Levin, MD, CWPP, CAPP

CEO and Managing Director

Jason Print, CFP®

Senior Wealth Advisor

Joseph M. "Jette" Browne, Emeritus

Senior Wealth Advisor

Brad Towle

Senior Wealth Advisor
Senior Executive, Summit Private Client Group

Andrew Dickens

Wealth Advisor and 401(K) Plan Specialist

Kristiana Daniels

Client Relationship Manager

Alyssa Ferraro

Client Service Specialist

Amanda Pate

Advisor Relationship Manager
HR Administrator

Nicole Sadez

Client Relationship Manager

Mischael Bross

Client Service Specialist

Teresa Turner

Accounting Clerk

Loredana Wollett

Client Relationship Manager