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Monthly Archives: December 2019

23 posts

Chad a Warrick Self Portrait

Co-President & CEO

Bio

Chad A. Warrick

Co-President & CEO

Bio

Jason Print, CFP®

Brad Towle is a Senior Wealth Advisor and Senior Executive of the Private Client Group at Summit Wealth Partners

Senior Wealth Advisor

Bio

Brad Towle

Jeff Janson, CFP, AIFA, is a Senior Wealth Advisor at Summit Wealth Partners

Senior Wealth Advisor

Bio

Jeffrey Janson, CFP®, AIFA®

Image of Andrew Dickens, the Director of Pension Services, Wealth Advisor, 401k plan specialist

Director of Pension Services

Bio

Andrew Dickens, AIF®, CExP™, CBVS™

Chad Leatherwood, CFP, a Wealth Advisor at Summit Wealth Partners

Wealth Advisor

Bio

Chad Leatherwood, CFP®

Kristiana Daniels, CFP, is an Associate Advisor at Summit Wealth Partners

Associate Advisor

Bio

Kristiana Daniels, CFP®, EA, BFA™

Amanda Pate, CFP is a Senior Relationship Manager at Summit Wealth Partners

Senior Relationship Manager

Bio

Amanda E. Pate, CFP®

Alyssa Ferraro, Client Experience Manager at Summit Wealth Partners

Client Experience Manager

Bio

Alyssa Ferraro

Summit's accounting clerk Jamie Print

Accounting Clerk

Bio

Jamie Print