Chad Warrick

7 posts
Chad Warrick is Summit’s Co-President & CEO. His dedication and commitment to providing comprehensive financial advice has earned him the Five Star Wealth Manager Award for nearly five consecutive years. Whether he works with clients or other advisors on wealth management; or investment strategies; or retirement planning; or advanced planning concepts; Chad’s laser focus is on providing unbiased, evidence-based advice with transparent reporting and optimal disclosure. His fiduciary approach to always place clients in a better position has kept generations of families seeking his services.