Summit Wealth Group
Address: 5401, 205 Billings Farm Rd # 2A, White River Junction, VT 05001 Hours: Closed ⋅ Opens 9AM Wednesday9AM–5PMThursday9AM–5PMFriday9AM–1PMSaturdayClosedSundayClosedMonday9AM–5PMTuesday9AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (802) 295-5300Category: : : : Place name: Website: : : : Website: https://summitwg.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Summit Wealth Group LLC Posting publicly on the Web Write a review Reviews Be the first to review From Summit Wealth Group LLC "Summit Wealth Group Creates Peace of Mind by Improving Our Clients Financial Well-Being and Lives through Sustainable Accumulation and Distribution Strategies that Inspire Them to Live Their Best Possible Life."
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Summit Wealth Group Employees
Summit Wealth Group January 2008 - February 2009
Cardiovascular Associates, PA October 1998 - December 2007
Methodist Medical Center January 1992 - December 1997
Methodist Healthcare January 1991 - December 1991
Skills
Public Speaking, Strategic Planning, Healthcare, Customer Service, Microsoft Office, New Business Development, Investments, Nonprofits, Securities, Marketing, Small Business, Microsoft Excel, Social Networking, Coaching
Education
Mississippi College 1981 — 1983
Master of Business Administration (MBA)
Mississippi State University 1972 — 1976
Bachelor of Science (BS), Banking/Finance
Summit Wealth Group September 2013 - Present
Skills
Retirement Planning, Strategic Financial..., Long Term Care Insurance, Retirement, Executive Benefit..., Wealth Accumulation, Series 7, Fixed Annuities, Disability Insurance, Mutual Funds, Wealth Management, Investment Strategies, Asset Allocation, Estate Planning, Investment Planning
Education
University of Colorado at Boulder 1990 — 1994
BA
Northfield Mount Hermon 1987 — 1990
HS
Leonetti & Associates, LLC September 2014 - Present
Savant Capital Management May 2013 - April 2014
Summit Wealth Group June 2012 - August 2012
Best Buy July 2008 - November 2011
marcfirst October 2010 - October 2010
Regional Elite May 2010 - October 2010
Lindgren, Callihan, Van Osdol & Co., Ltd. May 2007 - August 2007
Menards April 2004 - May 2007
Skills
Strategic Financial..., Investments, Financial Advisory, PowerPoint, Financial Analysis, Microsoft Excel, Microsoft Office, Customer Service, Teamwork, Critical Thinking, Time Management, Microsoft Word, Public Speaking, Financial Planners, Management, Retirement Planning, Budgets, Money Guide Pro, Morningstar
Education
Texas Tech University 2011 — 2012
M.S., Personal Financial Planning
Illinois State University 2004 — 2009
B.S, Accounting and Finance
Partners In Housing May 2015 - Present
Diocese of Colorado Springs October 2012 - May 2015
Summit Wealth Group August 2011 - September 2012
Alida Connection November 2010 - April 2011
SmartTracks, Inc April 2010 - January 2011
Pass It On, Inc. January 2005 - December 2009
Waddell & Reed March 2001 - December 2004
Skills
Leadership, Event Planning, Marketing, Fundraising, Stewardship, Public Speaking, Annual Giving, Planned Giving, Training, Nonprofits, Strategic Planning, Marketing Communications, Customer Service, Public Relations, Social Networking, Strategic Financial..., Leadership Development, Event Management, Social Media Marketing, Volunteer Management, Community Outreach, Community Development, Newsletters, Social Media, Business Development, Strategic Communications, Financial Planning, Retirement Planning, Advertising, Organizational..., Non-profit..., Media Relations, Management Consulting, Program Development, Philanthropy, Small Business, Project Planning, Press Releases, Wealth Accumulation, Insurance, Time Management, Proposal Writing, Facebook, Budgets
Education
Leadership Pikes Peak 2008 — 2009
College for Financial Planning 2003 — 2004
Accredit Asset Management Specialist, California
University of Washington 1992 — 1996
Swan Wealth Management May 2010 - Present
High Plain Helping Hands Food Pantry March 2010 - Present
Summit Wealth Group January 2008 - May 2010
Financial Services January 2000 - May 2008
Skills
Estate Planning, Alternative Investments, Wealth Accumulation, Retirement Planning, Passive Investment, Fee Based, Charitable Giving, Portfolio Management, Financial Services, Mutual Funds, Investment Advisory, Fixed Annuities, Investments, Charities, Retirement, Series 7, Wealth Management, Strategic Financial..., Financial Advisory, Securities, Financial Planners, Asset Allocation, Small Business, Asset Management, Investment Strategies, Finance, 401k, FINRA, Wealth, Personal Finance, Long-term Care, Life Insurance, IRAs, Financial Risk, Disability Insurance, Investment Management, Wealth Management..., Insurance, Series 63, Uniform Combined State...
Education
Lubbock Christian University 1996 — 2000
Bachelor of Science in Financial Analysis, Finance
Derby High School 1992 — 1996
Summit Wealth Group December 2010 - August 2012
Sutton Platform Innovations January 2010 - November 2010
Sutton Platform Innovations, LLC January 2010 - November 2010
AXA Financial Advisors January 2009 - January 2010
AXA Financial Advisors June 2007 - December 2008
CCM Futures May 2004 - August 2004
Skills
Series 7, Series 66, Investments, Strategic Financial..., Asset Managment, Retirement Planning, Insurance, Asset Allocation, Financial Analysis, Financial Modeling, Financial Services, Estate Planning, Life Insurance, Fixed Annuities, Equities, Mutual Funds, Retirement, Wealth Management, Marketing, Securities, Portfolio Management, Finance, Financial Advisory, Small Business, Microsoft Excel, Long-term Care, Risk Management, Social Media, Disability Insurance, Social Media Marketing, Financial Planners, Strategic Planning, Marketing Strategy, PowerPoint, Management, Asset Management, Uniform Combined State..., Investment Strategies, Blogging, Series 63, 401k, CRM
Education
University of Colorado at Boulder - Leeds School of Business 2003 — 2007
Bachelor of Science, Bachelor of Science, Business Administration; Marketing
Summit High School
Rain Maker Irrigation, L.L.P. April 2013 - Present
Summit Wealth Group January 2013 - March 2013
PFG Advisors February 2012 - December 2012
Sugar Brown's Coffee September 2009 - January 2012
United Supermarkets April 2005 - December 2008
Skills
Microsoft Office, Great People Skills, E-money, Volunteer Participation, Morningstar, Time Management
Education
Texas Tech University 2006 — 2012
Bachelor of Science (BS), Personal Financial Planning
Texas Tech University 2006 — 2012
Bachelor's Degree, Personal Financial Planning
Summit Wealth Group October 2009 - Present
Southern Colorado FPA February 2005 - Present
Wayne Sprenger, CFP®, CLTC October 2001 - October 2009
Skills
Series 7, Investments, Securities, FINRA
Education
Emporia State University 1982 — 1984
BS, Business Administration
Dodge City Community College 1980 — 1982
AA, Accounting, Business, English
Summit Wealth Group July 2014 - Present
MHdesigns October 2012 - Present
JJGames.com November 2012 - July 2014
Starbucks June 2011 - February 2013
WorldVenture March 2009 - June 2011
WorldVenture May 2007 - June 2010
Eddie Bauer March 2006 - November 2007
Toys R Us October 2003 - February 2006
Skills
Newsletters, Leadership, Editing, Microsoft Office, Project Coordination, Illustrator, Photoshop, Customer Service, Public Speaking, Social Networking, Fundraising, Event Planning, Wedding Planning, Etiquette, Blogging, Raiser's Edge, Nonprofits, Wedding Coordinating, Theology, Management, Customer Satisfaction, Sales, Teaching, Social Media Marketing
Education
Penn Foster Career School 2012 — 2013
Certification, Wedding Coordination
Colorado Christian University 2004 — 2007
B.A., Global Studies
Summit Wealth Group 2011 - Present
Summit Accounting Solutions 1989 - Present
Kiwanis International 2006 - 2008
Skills
Business Consulting, Accounting, Dental Practice..., Strategic Financial..., Financial Planning, Retirement Planning, College Education..., Asset Management, Insurance, Insurance Planning, Estate Planning, Small Business, Tax, Tax Preparation, Customer Service, Financial Services, Strategic Planning, Investments, Investment Advisory, Retirement Savings, Wealth Management, Wealth Accumulation, Wealth Accumulation..., Wealth Preservation..., Securities, Finance, Financial Accounting
Education
College for Financial Planning 1993 — 1995
University of Denver 1986 — 1988
Executive MBA Program
University of Missouri-Columbia 1978 — 1982
Bachelor of Science in Economics
Summit Wealth Group January 2013 - Present
PFG Advisors May 2011 - December 2012
SouthWEST Financial Group, a general agency of Massachusetts Mutual Life Insurance Company September 2009 - May 2011
City Bank August 2008 - September 2009
Skills
Customer Service, Retirement Planning, Wealth Management, Financial Accounting, Investments, Strategic Financial..., Estate Planning
Education
Texas Tech University 2010 — 2011
M.S., Personal Financial Planning
Texas Tech University - Rawls College of Business 2006 — 2009
B.B.A., International Business
Summit Wealth Group March 2011 - Present
T. Rowe Price Investment Services 2010 - 2011
T. Rowe Price November 2005 - March 2010
Skills
Series 7, Series 63, Mutual Funds, Investments, 401k, Retirement Planning, Investment Strategies, Asset Allocation, Alternative Investments, Retirement, Wealth Management, Investment Management, Accredited Investment..., Strategic Financial...
Education
College for Financial Planning 2014 — 2016
Certified Fianncial Planner - Certification Professional Education Program, Financial Planning and Services
University of Colorado at Boulder 2000 — 2005
Bachelor of Arts (B.A.), Economics
Manitou Springs High School 1998 — 2000
High School
Coronado High School 1996 — 1998
Waddell & Reed June 2015 - Present
Summit Wealth Group February 2013 - May 2015
Edward Jones January 2012 - January 2013
Skills
529 Plans, Uniform Combined State..., Saving for Education, Retirement Savings, Investments, IRAs, College Savings Plans, Separately Managed..., SEP IRA, Asset Allocation, Wealth, Wealth Accumulation, Roth IRA, Nonprofits, Risk Management, Financial Services, 401k Rollovers, Series 7, Investment Advisory, Mutual Funds, PowerPoint, Retirement, Wealth Management, Retirement Planning, Financial Analysis, Investment Strategies, Strategic Financial..., Financial Advisory, Fixed Annuities, Securities, 401k, Portfolio Management, Bonds, Asset Management, Equities, ETFs, Fixed Income, Life Insurance, Variable Annuities, Long-term Care, Series 65, Investment Management, Wealth Management..., Series 63, Pensions, Alternative Investments, Data Analysis, Financial Planners, FINRA, Finance
Education
University of Oklahoma
Bachelor's degree, English Language and Literature/Letters
Northern Arizona University
Master's degree, English Language and Literature/Letters
Summit Wealth Group September 2002 - Present
Lake Forest Ranch March 2011 - Present
EFP, Inc. September 1985 - September 2002
Skills
Investments, Strategic Financial..., Insurance, Financial Services, Strategic Planning, Accounting, Wealth Accumulation, Personal Tax Planning, Retirement Planning, Wealth Management, Securities, Finance, Personal Financial..., Certified Financial..., CFP, Holistic Financial..., Tax, Tax Preparation, Personal Finance, College Education..., Customer Service, Asset Management, CFP®, Management, Mutual Funds, Investment Advisory, Portfolio Management
Education
University of Colorado at Boulder 1978 — 1982
Bachelor of Science, Business Management
Summit Wealth Group January 2014 - Present
Independent Insurance August 2010 - January 2014
Liberty Tax Service January 2013 - April 2013
Hungerford Financial May 2012 - September 2012
InCharge Education Foundation June 2009 - July 2010
Skills
Life Insurance, Strategic Financial..., Insurance, Sales, Health Insurance, Customer Service, Marketing, Finance, Personal Finance, Personal Budgeting, Tax Returns, Budgets, Retirement Planning, Medicare, Tax Preparation, Baseball, Microsoft Office, Banking, Student Financial Aid, Client Counseling, Photography, Videography, Portrait Photography, Event Photography, Basketball, Football, Office Administration, Research
Education
Davenport University 2012 — 2014
Master of Business Administration (MBA), Finance
Davenport University 2007 — 2012
Bachelor of Business Administration (BBA), Finance
Summit Wealth Group August 2014 - Present
Summit Accounting Solutions August 2012 - August 2014
Intermountain Marketing, Inc. December 2010 - July 2012
AfterOurs Urgent Care June 2010 - December 2010
Skills
Customer Service, Advertising, Microsoft Office, CCTV, Security, Marketing, Access Control, Security Management, Website Development, Website Management, Office Administration, Client Services, Project Management, Event Planning
Education
Central Washington University 2005 — 2010
Bachelor of Science (BS), Information Technology & Administrative Management
StorysellerU October 2014 - Present
Creative Trust November 2006 - October 2014
Huntley Thatcher Ellsworth 2003 - 2006
Summit Wealth Group 2000 - 2003
T. Rowe Price 1998 - 2000
Skills
Marketing Strategy, Digital Marketing, Social Media Marketing, Brand Development, Creative Development, Online Marketing, Brand Management
Education
Oral Roberts University 1993 — 1997
BS, International Business
College for Financial Planning 2001 — 2002
CFP, Financial Planning
Summit Wealth Group November 2006 - Present
Skills
Financial Analysis, Investments, Corporate Finance
Education
University of Colorado at Colorado Springs 2004 — 2006
Bachelor of Science, Finance
Pikes Peak Community College 2003 — 2004
Associate of Arts (AA), Business
Echero March 2011 - Present
Automated Marketing Group June 2014 - April 2015
Summit Wealth Group October 2012 - April 2014
Canty’s Financial Strategies January 2010 - October 2012
Carnation Restaurant January 2009 - January 2010
Pump It Up, Centennial & Wheat Ridge, CO January 2006 - January 2009
Skills
Social Networking, SEO, Facebook, Marketing Strategy, Marketing, Social Media, Management, Email Marketing, Strategic Communications, Social Media Marketing, Online Advertising, Online Marketing, SEM, Marketing Communications, Newsletters, Blogging
Education
Colorado State University
Master's degree, Marketing, Sophomore
TIAA-CREF January 2014 - Present
Summit Wealth Group May 2013 - October 2013
First National Bank of Colorado September 2010 - November 2011
Skills
Series 6, Series 63, Life & Health Insurance..., Money Guide Pro, Siebel, Retirement Planning, Mutual Funds, Portfolio Management, Series 7, Financial Services, Financial Planning, Asset Allocation, Wealth Management, Investment Advisory, Investment Strategies
Education
Colorado State University-Global Campus 2015 — 2017
Master’s Degree, Finance and Financial Management Services
Colorado State University 2010 — 2013
BSBA, Finance and Financial Planning
Summit Wealth Group June 2014 - Present
Wylie Inn and Conference Center September 2013 - December 2013
Dartmouth College Child Care Center April 2007 - August 2013
Keller Williams Realty, Beverly MA January 2012 - January 2012
Enfield Shaker Museum January 2011 - January 2011
Skills
Social Media, Facebook, Time Management, Event Management, Client Relations Skills, Microsoft Office, PowerPoint, Online Research, Public Relations, Nonprofits, Microsoft Excel, Visual One, Instagram, Social Networking, Customer Service, Microsoft Word, Sales, English, Junxure, Outlook
Education
Endicott College 2010 — 2014
Bachelor's Degree, Business, Hospitality, Psychology
Bond University 2012 — 2012
Bachelor of Science, Business
Hanover High School 2006 — 2010
Income Research + Management December 2013 - Present
Income Research + Management December 2012 - December 2013
Income Research + Management October 2010 - December 2012
Summit Wealth Group May 2007 - August 2009
Skills
Bloomberg, Fixed Income, Investments, Asset Management, Portfolio Management, Investment Management, Financial Analysis, Capital Markets, Asset Allocation, Wealth Management, Microsoft Excel, Investment Strategies
Education
University of Vermont 2008 — 2010
BS, Business Administration
WU (Vienna University of Economics and Business) 2009 — 2009
Finance/Economics
University of New Hampshire 2005 — 2007
Associates, Business Administration