Chad A. Warrick
Chad Warrick is the Co-President & CEO of Summit Wealth Partners. […]
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Jason Print, CFP®
Jason Print is the Co-President & CEO at Summit Wealth Partners […]
William P. Kovacs, JD
William P. Kovacs, JD serves as General Counsel for Summit Wealth […]
Brad Towle
Brad Towle is a Senior Wealth Advisor and Senior Executive for […]
Shari Hooper, CSA®, BFA™
Shari is a Senior Wealth Advisor in Grand Rapids, Michigan. Her […]
Jeffrey Janson, CFP®, AIFA®
Senior Wealth Advisor
Andrew Dickens, AIF®, CExP™, CBVS™
Director of Pension Services
Chad Leatherwood, CFP®
Wealth Advisor
Andy Baker, CVA®, CFP®
Wealth Advisor
Kristiana Daniels, CFP®, EA, BFA™
Wealth Advisor
Amanda Pate, CFP®, ChFC®
Operations Manager
Alyssa Ferraro
Client Experience Manager
Ryan Gavin, CFA
Portfolio Manager
Chloe Fletcher
Client Service Specialist
Tracy Lane
Client Service Specialist
Wendy Duncan
Client Service Specialist
Marc Hernandez
Client Service Specialist
Delicia Lopez
Administrative Assistant
Cricket Stickney
Client Service Specialist
Jamie Print
Accounting Clerk