Summit Wealth Advisors, LLC
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Summit Wealth Advisors, LLC Employees
Employee
Years
Job
Industry
Danika Hanson Danika Hanson's Summit Wealth Advisors, LLC Experience May 2014 - Present
Job Financial Assistant at Summit Wealth Advisors, LLC
Industry Health, Wellness and Fitness
Experience
Summit Wealth Advisors, LLC May 2014 - Present
Truman Medical Centers October 2011 - Present
Door to Door Organics July 2009 - December 2012
Boulder Veterinary Hospital January 2008 - June 2009
Skills
Event Planning, Time Management, Coaching, Customer Service, Teaching, Yoga, Public Speaking, Microsoft Excel
Education
Shepherd University 2001 — 2006
Bachelor of Arts (BA), Psychology, 3.1
Summit Wealth Advisors, LLC May 2014 - Present
Truman Medical Centers October 2011 - Present
Door to Door Organics July 2009 - December 2012
Boulder Veterinary Hospital January 2008 - June 2009
Skills
Event Planning, Time Management, Coaching, Customer Service, Teaching, Yoga, Public Speaking, Microsoft Excel
Education
Shepherd University 2001 — 2006
Bachelor of Arts (BA), Psychology, 3.1
George H. Hayes Jr. George H. Hayes Jr.'s Summit Wealth Advisors, LLC Experience October 2013 - December 2013
Job Sales Manager
Industry Retail
Experience
AT&T May 2014 - February 2015
Summit Wealth Advisors, LLC October 2013 - December 2013
Upromise August 2012 - April 2013
Great Nation Investment Bank July 2010 - August 2011
U.S. Trust January 2006 - March 2008
Morgan Stanley Wealth Management May 2003 - May 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Strategic Planning, Business Strategy, Marketing Strategy, Non-profit..., Financial Accounting, Finance, Strategic Financial...
Education
Avila University 2008 — 2010
Master of Business Administration (M.B.A.), Finance, 3.5
American University 2001 — 2005
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
AT&T May 2014 - February 2015
Summit Wealth Advisors, LLC October 2013 - December 2013
Upromise August 2012 - April 2013
Great Nation Investment Bank July 2010 - August 2011
U.S. Trust January 2006 - March 2008
Morgan Stanley Wealth Management May 2003 - May 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Strategic Planning, Business Strategy, Marketing Strategy, Non-profit..., Financial Accounting, Finance, Strategic Financial...
Education
Avila University 2008 — 2010
Master of Business Administration (M.B.A.), Finance, 3.5
American University 2001 — 2005
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
Patrick Cahill Patrick Cahill's Summit Wealth Advisors, LLC Experience June 2011 - August 2011
Job Registered Client Associate
Industry Financial Services
Experience
Stifel Nicolaus April 2014 - Present
NYLIFE Securities LLC January 2013 - January 2014
New York Life Insurance Company June 2012 - January 2014
Summit Wealth Advisors, LLC June 2011 - August 2011
Skills
Retirement Planning, Guaranteed Lifetime..., Insurance, Key Person Protection, College Savings Plans, IRAs, Permanent Life Insurance, Buy-sell Agreements, Wealth Accumulation, Estate Planning, 401k Rollovers, Key Person Insurance, Whole Life, 529 Plans, Long Term Care Insurance, Life & Health Insurance...
Education
Indiana University Bloomington 2008 — 2012
Bachelor of Science in Public Affairs, Public Financial Management
Stifel Nicolaus April 2014 - Present
NYLIFE Securities LLC January 2013 - January 2014
New York Life Insurance Company June 2012 - January 2014
Summit Wealth Advisors, LLC June 2011 - August 2011
Skills
Retirement Planning, Guaranteed Lifetime..., Insurance, Key Person Protection, College Savings Plans, IRAs, Permanent Life Insurance, Buy-sell Agreements, Wealth Accumulation, Estate Planning, 401k Rollovers, Key Person Insurance, Whole Life, 529 Plans, Long Term Care Insurance, Life & Health Insurance...
Education
Indiana University Bloomington 2008 — 2012
Bachelor of Science in Public Affairs, Public Financial Management
Christine Carty, M.S., RP® Christine Carty, M.S., RP®'s Summit Wealth Advisors, LLC Experience March 2012 - Present
Job Director of First Impressions at Summit Wealth Advisors, LLC
Industry Financial Services
Experience
Summit Wealth Advisors, LLC March 2012 - Present
Bo Flores/P.U.R.E. Photography September 2011 - July 2012
Judy Williams Photography July 2011 - February 2012
1st Annual H.O.P.E. Benefit for the Intrepid Fallen Heroes Fund October 2011 - December 2011
Lee's Summit R-7 School District September 2010 - May 2011
Johnson County Community College June 2009 - May 2010
Counseling Laboratory for the Exploration of Optimal States May 2009 - May 2010
Counseling Laboratory for the Exploration of Optimal States January 2009 - May 2009
Skills
registered paraplanner, Staff Development, Time Management, Front Office, Administrative..., Office Management, Office Administration, Marketing, Customer Service, Data Entry, Typing, Leadership, Research, Psychology, Psychotherapy, Event Management, Event Planning, Mental Health Counseling, Photoshop, Teaching, Career Counseling, Community Outreach, Student Affairs, Framing, Mental Health, Tutoring, Academic Advising, Adult Education, Counseling Psychology, Psychological Assessment, Fundraising, Training, Classroom, Social Networking, Editing, CBT, PowerPoint, Photography, Student Development, Family Therapy, Conflict Resolution, Social Services, Leadership Development, Career Assessment, Crisis Intervention
Education
University of Kansas 2008 — 2010
MS, Counseling Psychology
Southwest Baptist University 2003 — 2007
BS, General Psychology
Summit Wealth Advisors, LLC March 2012 - Present
Bo Flores/P.U.R.E. Photography September 2011 - July 2012
Judy Williams Photography July 2011 - February 2012
1st Annual H.O.P.E. Benefit for the Intrepid Fallen Heroes Fund October 2011 - December 2011
Lee's Summit R-7 School District September 2010 - May 2011
Johnson County Community College June 2009 - May 2010
Counseling Laboratory for the Exploration of Optimal States May 2009 - May 2010
Counseling Laboratory for the Exploration of Optimal States January 2009 - May 2009
Skills
registered paraplanner, Staff Development, Time Management, Front Office, Administrative..., Office Management, Office Administration, Marketing, Customer Service, Data Entry, Typing, Leadership, Research, Psychology, Psychotherapy, Event Management, Event Planning, Mental Health Counseling, Photoshop, Teaching, Career Counseling, Community Outreach, Student Affairs, Framing, Mental Health, Tutoring, Academic Advising, Adult Education, Counseling Psychology, Psychological Assessment, Fundraising, Training, Classroom, Social Networking, Editing, CBT, PowerPoint, Photography, Student Development, Family Therapy, Conflict Resolution, Social Services, Leadership Development, Career Assessment, Crisis Intervention
Education
University of Kansas 2008 — 2010
MS, Counseling Psychology
Southwest Baptist University 2003 — 2007
BS, General Psychology
Damon Zahlmann Damon Zahlmann's Summit Wealth Advisors, LLC Experience October 2014 - Present
Job CoFounder, Summit Wealth Advisors, LLC
Industry Financial Services
Experience
Summit Wealth Advisors, LLC October 2014 - Present
Wealth Management, LLC August 2013 - October 2014
Zahlmann Financial April 2006 - August 2013
RG Capital 2006 - 2009
Lincoln Financial Group 2002 - 2006
Merrill Lynch 1998 - 2002
Skills
Series 7, FINRA, Retirement Planning, Retirement, Series 63, Wealth Management, Investment Advisory, Mutual Funds, Series 65, Uniform Combined State..., Fixed Annuities, Investments, Strategic Financial..., Separately Managed..., Asset Allocation, 401k, Alternative Investments, IRAs, Securities, Wealth Accumulation, Financial Services, Financial Planners, Portfolio Management, Insurance, Investment Management, Finance, Estate Planning, Financial Advisory, Variable Annuities, Personal Finance, Series 24, ETFs, Wealth Management..., Wealth, High Net Worth..., 401k Rollovers, Roth IRA, College Savings Plans, Investment Strategies, Retirement Plan..., Life Insurance, Long Term Care Insurance, Asset Management, Personal Financial..., Financial Planning
Education
American University 2007 — 2007
Criminal Justice
Arizona State University 1994 — 1998
BS, Political Science, Criminal Justice
Pearl River High School 1990 — 1994
Summit Wealth Advisors, LLC October 2014 - Present
Wealth Management, LLC August 2013 - October 2014
Zahlmann Financial April 2006 - August 2013
RG Capital 2006 - 2009
Lincoln Financial Group 2002 - 2006
Merrill Lynch 1998 - 2002
Skills
Series 7, FINRA, Retirement Planning, Retirement, Series 63, Wealth Management, Investment Advisory, Mutual Funds, Series 65, Uniform Combined State..., Fixed Annuities, Investments, Strategic Financial..., Separately Managed..., Asset Allocation, 401k, Alternative Investments, IRAs, Securities, Wealth Accumulation, Financial Services, Financial Planners, Portfolio Management, Insurance, Investment Management, Finance, Estate Planning, Financial Advisory, Variable Annuities, Personal Finance, Series 24, ETFs, Wealth Management..., Wealth, High Net Worth..., 401k Rollovers, Roth IRA, College Savings Plans, Investment Strategies, Retirement Plan..., Life Insurance, Long Term Care Insurance, Asset Management, Personal Financial..., Financial Planning
Education
American University 2007 — 2007
Criminal Justice
Arizona State University 1994 — 1998
BS, Political Science, Criminal Justice
Pearl River High School 1990 — 1994
Jeffrey Tudas, CFP®'s Summit Wealth Advisors, LLC Experience August 2006 - Present
Job Owner at Summit Wealth Advisors, LLC
Industry Financial Services
Experience
Summit Wealth Advisors, LLC August 2006 - Present
Legacy Financial Group April 2002 - July 2006
Nalco June 1979 - June 2001
Skills
Series 7, Investments, Strategic Financial..., Securities, Financial Advisory, Financial Services, Wealth, Investment Management, Finance, Retirement Planning, Wealth Management, Financial Analysis, Financial Modeling, Mutual Funds, Equities, Asset Management, Private Equity, Financial Planning
Education
Purdue University 1975 — 1979
BS, Chemical Engineering
Summit Wealth Advisors, LLC August 2006 - Present
Legacy Financial Group April 2002 - July 2006
Nalco June 1979 - June 2001
Skills
Series 7, Investments, Strategic Financial..., Securities, Financial Advisory, Financial Services, Wealth, Investment Management, Finance, Retirement Planning, Wealth Management, Financial Analysis, Financial Modeling, Mutual Funds, Equities, Asset Management, Private Equity, Financial Planning
Education
Purdue University 1975 — 1979
BS, Chemical Engineering
Ryan Tudas's Summit Wealth Advisors, LLC Experience September 2009 - January 2012
Job United States Marine Corps
Industry Military
Experience
United States Marine Corps September 2013 - Present
Cerner Corporation February 2012 - August 2013
Summit Wealth Advisors, LLC September 2009 - January 2012
The Wagon Wheel August 2010 - December 2011
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, Data Analysis, Finance, Healthcare, Project Management, PowerPoint, Microsoft Word, Accounting, Financial Modeling, Customer Service, Strategic Planning, Leadership, Change Management, Military History, Military Operations
Education
University of Kansas 2009 — 2011
Business, Accounting
United States Marine Corps September 2013 - Present
Cerner Corporation February 2012 - August 2013
Summit Wealth Advisors, LLC September 2009 - January 2012
The Wagon Wheel August 2010 - December 2011
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, Data Analysis, Finance, Healthcare, Project Management, PowerPoint, Microsoft Word, Accounting, Financial Modeling, Customer Service, Strategic Planning, Leadership, Change Management, Military History, Military Operations
Education
University of Kansas 2009 — 2011
Business, Accounting
Elizabeth Uscinski's Summit Wealth Advisors, LLC Experience June 2012 - October 2012
Job Investment Administrator at MB Financial Bank
Industry Financial Services
Experience
MB Financial Bank May 2014 - Present
Edward Jones March 2013 - May 2014
Summit Wealth Advisors, LLC June 2012 - October 2012
MB Financial Bank, N.A. February 2005 - June 2012
Standard Parking May 2004 - February 2005
Chicagoland Management & Realty / Mission Hills Management Center August 2002 - May 2004
Skills
Customer Service, Cash Management, Financial Advisory, Risk Management, Banking, Financial Analysis, Coaching, Microsoft Excel, Outlook, PowerPoint, Microsoft Word, Finance, Estate Planning, Strategic Financial..., Insurance, Retirement Planning, Investments, Education Planning
Education
College for Financial Planning
Chartered Retirement Planning Counselor
Harper College
Paralegal Certificate, Paralegal Studies
University of Illinois at Urbana-Champaign - College of Business
Bachelor of Science, Finance
Kennedy H.S.
MB Financial Bank May 2014 - Present
Edward Jones March 2013 - May 2014
Summit Wealth Advisors, LLC June 2012 - October 2012
MB Financial Bank, N.A. February 2005 - June 2012
Standard Parking May 2004 - February 2005
Chicagoland Management & Realty / Mission Hills Management Center August 2002 - May 2004
Skills
Customer Service, Cash Management, Financial Advisory, Risk Management, Banking, Financial Analysis, Coaching, Microsoft Excel, Outlook, PowerPoint, Microsoft Word, Finance, Estate Planning, Strategic Financial..., Insurance, Retirement Planning, Investments, Education Planning
Education
College for Financial Planning
Chartered Retirement Planning Counselor
Harper College
Paralegal Certificate, Paralegal Studies
University of Illinois at Urbana-Champaign - College of Business
Bachelor of Science, Finance
Kennedy H.S.
K. Wade Carpenter, CFP®, ChFC, CLU, AIF's Summit Wealth Advisors, LLC Experience August 2006 - Present
Job Partner at Summit Wealth Advisors, LLC
Industry Financial Services
Experience
Summit Wealth Advisors, LLC August 2006 - Present
UCM Foundation Board 2012 - 2013
UCM Foundation 2011 - 2013
Legacy Financial Group October 1992 - August 2006
Skills
Strategic Financial..., Retirement Planning, Financial Advisory, Disability Insurance, Investments, Wealth Management, Estate Planning, Financial Services, Securities, Financial Planners, Wealth, Finance
Education
University of Central Missouri 1984 — 1989
BSBA, Business Administration/Marketing
Summit Wealth Advisors, LLC August 2006 - Present
UCM Foundation Board 2012 - 2013
UCM Foundation 2011 - 2013
Legacy Financial Group October 1992 - August 2006
Skills
Strategic Financial..., Retirement Planning, Financial Advisory, Disability Insurance, Investments, Wealth Management, Estate Planning, Financial Services, Securities, Financial Planners, Wealth, Finance
Education
University of Central Missouri 1984 — 1989
BSBA, Business Administration/Marketing
Karen Carelli's Summit Wealth Advisors, LLC Experience October 2014 - Present
Job Director of Operations at Summit Wealth Advisors, LLC
Industry Financial Services
Experience
Summit Wealth Advisors, LLC October 2014 - Present
Skills
Coaching, Management, Customer Service, Event Planning, Fitness, Sales, Personal Training, Event Management, Analysis, Social Media, Strategic Planning, Social Media Marketing, Project Planning, Project Management, Staff Development, Finance, PowerPoint, Microsoft Office, Microsoft Excel, Salesforce.com, Microsoft Exchange
Education
Regis University 1989 — 1993
Bachelor of Science and Bachelor of Arts, Mathematics, Business Administration
Arvada High School
Summit Wealth Advisors, LLC October 2014 - Present
Skills
Coaching, Management, Customer Service, Event Planning, Fitness, Sales, Personal Training, Event Management, Analysis, Social Media, Strategic Planning, Social Media Marketing, Project Planning, Project Management, Staff Development, Finance, PowerPoint, Microsoft Office, Microsoft Excel, Salesforce.com, Microsoft Exchange
Education
Regis University 1989 — 1993
Bachelor of Science and Bachelor of Arts, Mathematics, Business Administration
Arvada High School
Blair Tudas's Summit Wealth Advisors, LLC Experience February 2009 - February 2010
Job Facilities Manager at USC Marshall School of Business
Industry Facilities Services
Experience
USC Marshall School of Business January 2014 - Present
Equinox February 2010 - December 2013
Summit Wealth Advisors, LLC February 2009 - February 2010
Skills
Customer Service, Marketing Strategy, Strategic Planning, Negotiation, New Business Development, Process Improvement, Sales, Marketing, Project Management, Account Management, Sales Management, Business Development, Event Planning, PowerPoint, Management, Budgets, Microsoft Office, Leadership, Social Media
Education
University of Southern California - Marshall School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
University of Kansas 2005 — 2009
BS, Finance, General
USC Marshall School of Business January 2014 - Present
Equinox February 2010 - December 2013
Summit Wealth Advisors, LLC February 2009 - February 2010
Skills
Customer Service, Marketing Strategy, Strategic Planning, Negotiation, New Business Development, Process Improvement, Sales, Marketing, Project Management, Account Management, Sales Management, Business Development, Event Planning, PowerPoint, Management, Budgets, Microsoft Office, Leadership, Social Media
Education
University of Southern California - Marshall School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
University of Kansas 2005 — 2009
BS, Finance, General