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Home » Bio

Bio

15 posts

Chad a Warrick Self Portrait

Co-President & CEO

Bio

Chad A. Warrick

by My Summit Wealth
Published December 17, 2019
Headshot of Jason Print, CFP, Co-President and CEO of Summit Wealth Partners, LLC

Co-President & CEO

Bio

Jason Print, CFP®

by My Summit Wealth
Published December 17, 2019
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

by My Summit Wealth
Published December 17, 2019
Picture of Summit's General Counsel William Kovacs

General Counsel

Bio

William P. Kovacs, JD

by My Summit Wealth
Published November 16, 2019

Senior Wealth Advisor

Bio

Shari Hooper, CSA®, BFA™

by My Summit Wealth
Published September 9, 2020
Jeff Janson, CFP, AIFA, is a Senior Wealth Advisor at Summit Wealth Partners

Senior Wealth Advisor

Bio

Jeffrey Janson, CFP®, AIFA®

by My Summit Wealth
Published December 17, 2019
Image of Andrew Dickens, the Director of Pension Services, Wealth Advisor, 401k plan specialist

Director of Pension Services

Bio

Andrew Dickens, AIF®, CExP™, CBVS™

by My Summit Wealth
Published December 17, 2019
Jack Malarik, Wealth Advisor

Wealth Advisor

Bio

Jack Malarik

by My Summit Wealth
Published September 9, 2020
Chad Leatherwood, CFP, a Wealth Advisor at Summit Wealth Partners

Wealth Advisor

Bio

Chad Leatherwood, CFP®

by My Summit Wealth
Published December 17, 2019
Andy Baker, CFP, CVA, a Wealth Advisor at Summit Wealth Partners

Wealth Advisor

Bio

Andy Baker, CVA®, CFP®

by My Summit Wealth
Published January 15, 2020

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Investment advisory services are offered through Summit Wealth Partners, LLC, an SEC Registered Investment Advisor. Insurance products are offered through Summit Asset Protection Group, LLC, an affiliate organization and a licensed insurance agency in the state of Florida. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

 

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