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Chad Warrick is the Co-President & CEO of Summit Wealth Partners. Chad manages wealth advisors and a dedicated service team in the Orlando, Florida location.
Jason Print is the Co-President & CEO at Summit Wealth Partners and a CERTIFIED FINANCIAL PLANNER™ professional or CFP®. Jason manages a team in Naples Florida.
Brad Towle is a Senior Wealth Advisor and Senior Executive for Summit Wealth Partners Private Client Group in Naples, specializing in comprehensive planning and investment management.
William P. Kovacs, JD serves as General Counsel for Summit Wealth Partners, LLC. Bill specializes in investment law with extensive business experience.
Shari is a Senior Wealth Advisor in Grand Rapids, Michigan. Her focus areas include, financial education and planning for women and senior investors.
Senior Wealth Advisor
Director of Pension Services