We are fortunate to have staff members who have given, and continue to give, unusually long service to our firm and to our clients – some more than 20 years. Our staff members are highly knowledgeable in financial services, holding a variety of licenses and regularly attending continuing education courses to ensure quality, committed service.

Each of our clients has a dedicated support person in addition to the team approach of the whole staff and financial advisors at the firm serving client needs. We have created a “dual advisor” approach to ensure there is always an advisor available who is familiar with your situation. We reach out proactively in order to monitor your situation and progress – and to make sure you are on track toward achieving your goals.

We have a focus at our firm on caring, comprehensive, competent and conscientious service for our clients. Each and every one of us at Summit Wealth Advisors lives by these principles. Our work with clients and their money is not simply a "job" for any of us. Find out more about our 4Cs philosophy.

Raymond James maintains a focus and commitment on the individual and small business clients we serve. Through our relationship, we have access to the full resources of a large multinational financial services firm. Consistent with Summit Wealth Advisors, Raymond James supports an environment of independence and objectivity.