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OUR TEAM

Chad a Warrick Self Portrait

Chad A. Warrick

Co-President & CEO

Jason Print, CFP®

Co-President & CEO

Picture of Summit's General Counsel William Kovacs

William P. Kovacs, JD

General Counsel

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

Brad Towle

Senior Wealth Advisor

Shari Hooper, CSA®, BFA™

Senior Wealth Advisor

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

Jeffrey Janson, CFP®, AIFA®

Senior Wealth Advisor

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

Andrew Dickens

Director of Pension Services

Jack Malarik, Wealth Advisor

Jack Malarik

Wealth Advisor

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

Chad Leatherwood, CFP®

Wealth Advisor

Andy Baker, CFP, CVA, a Wealth Advisor at Summit Wealth Partners

Andy Baker, CVA®, CFP®

Wealth Advisor

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

Kristiana Daniels, CFP®, EA

Associate Advisor

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

Amanda E. Pate, CFP®

Senior Relationship Manager

Alyssa Ferraro, Client Experience Manager at Summit Wealth Partners

Alyssa Ferraro

Client Experience Manager

Wendy Nieves, a Client Service Specialist at Summit Wealth Partners

Wendy Nieves

Client Service Specialist

Summit's accounting clerk Jamie Print

Jamie Print

Accounting Clerk

Who We Are