Who We Work With

We assist families in the complicated areas of building, managing, and protecting assets with an emphasis on creating a plan for your financial realities.

Our services include:

Retirement Planning

  • Summit School District 403b plan, IRA’s, and other investments
  • Reviewing health care needs
  • Stock, Bond, and Mutual Fund Ac­counts

Financial Planning

  • Assisting in the development of personal and business financial goals
  • Investigating strategies to pursue financial goals

Estate Planning

  • Offering access to trust services*
  • Addressing estate taxes
  • Striving to protect and conserve your estate assets


  • Life Insurance to address possible financial risk experienced following the loss of a loved one
  • Disability Insurance to plan for periods of lost income
  • Long Term Care in the event of prolonged illness



* LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.