Summit Investment Advisors

At Summit Investment Advisors, we are a team of experienced financial professionals dedicated to providing personalized service and expert guidance to help you achieve your financial goals. With over 30 years of combined experience in the financial industry, our team of Certified Financial Planners (CFPs) and registered representatives have the knowledge and expertise to help you navigate the complexities of financial planning, investment management, tax and estate planning.

Our Philosophy

At Summit, our philosophy is centered around the idea that investing should be a collaborative process that is tailored to each client's unique financial situation and goals. We believe that investing is not just about making a quick profit, but rather about providing for your long-term financial well-being. Our team of experts works closely with each client to understand their financial objectives, risk tolerance, and time horizon, and then develops a customized investment strategy designed to help them achieve their goals.

Our Services

At Summit Investment Advisors, we offer a wide range of financial services designed to help you achieve your financial goals. Our comprehensive services include:

Financial Planning: We believe that planning is key to achieving your financial goals. Our team of CFPs works closely with each client to develop a personalized financial plan designed to help them achieve their financial objectives.

Retirement Income Planning: We understand that retirement planning is a complex process that requires careful planning and expertise. Our team of experts will work with you to develop a customized retirement income plan designed to help you live comfortably in retirement.

Estate Planning: Our team of experts will work with you to develop a comprehensive estate plan designed to ensure your assets are distributed according to your wishes.

Tax Planning: We believe that tax planning is an essential part of the financial planning process. Our team of experts will work with you to develop a customized tax plan designed to minimize your tax liability.

Investment Management: Our team of experts will work closely with you to develop a customized investment strategy designed to help you achieve your financial goals.

Meet Our Team

Our team of experts is dedicated to providing exceptional service and expertise to help you achieve your financial goals. Meet our team of experienced financial professionals:

Sean McDermott: CFP, Founder and President

Russell Rogers: CFP, Partner

Scott Caskey: CFP, Partner

Brian Carlson: CFP, Director of Client Services

Joel Budd: Wealth Advisor

Chris Schurmann: Senior Client Services Associate

Jack Schwartz: Client Services Associate

Samantha Beavens: Director of Client Services

Kristi Rogstad: Director of First Impressions

Karina Liuzzi: Administrative Associate

At Summit Investment Advisors, we are committed to providing exceptional service and expertise to help you achieve your financial goals. We invite you to schedule a meeting with one of our experienced financial professionals to discuss your financial objectives and develop a customized plan designed to help you achieve your goals.