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About Us

Finding Your Fit

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

Client Centered

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to check out all the material on our website. If you have any questions, please send us an email or call the office. We look forward to speaking with you.

Backed by Kestra Financial and Fidelity Institutional.

Summiteer Financial is a firm supported by the resources, stability, and expertise of two renowned financial institutions: Kestra Financial and Fidelity Institutional. This allows us to provide you with the personalized, one-on-one support you deserve, while tapping into the experience, solidity, and resources that these firms offer. Kestra Financial and Kestra Private Wealth Services provide us with the flexibility and resources to deliver premier service solutions to all of our clients, while Fidelity Institutional offers a safe, technologically robust platform to maintain our clients' assets. We're proud to provide our clients with world-class service with the support of these firms.