Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. 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.
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.
Mike Davis, CFP®
Financial Consultant
Mike Davis, a seasoned Certified Financial Planner (CFP) Professional with over 20 years of experience, is dedicated to guiding you through the intricacies of finance. His background in accounting initially pointed towards a CPA career, but a shift during his time in the insurance industry steered him towards financial planning, aligning perfectly with his skills. Beyond his professional endeavors, Mike cherishes time with his 13-year-old son, sharing outdoor adventures in mountain biking, snow skiing, camping, and hiking. An embodiment of his adventurous spirit, he rode a mountain bike across Costa Rica, spanning the entire width of the country.
Brian Churchey
Financial Planning Associate
Brian Churchey is a retired Human Resources Executive who spent over 30 years with various Fortune 500 companies. During this time, Brian was responsible for planning and executing the organization’s people strategy, managing compliance and due diligence, advising on benefit and retirement programs, and conducting complex workplace investigations. After retiring from a successful HR career, Brian pursued his lifelong interest in finance and retirement planning which includes designing his own financial planning tools that helped facilitate his early retirement. Brian is married, has two college-age sons and his family spent ten years living and traveling throughout Europe. He loves spending time with family and friends, traveling, hiking, and has a passion for photography. Brian looks forward to supporting Summiteer clients throughout their financial and retirement planning process.
Bridgette Felty
Client Service Associate
Bridgette@summiteerfinancial.com
Bridgette Felty, our Client Service expert with an impressive 12 years in the industry. Working alongside Mike Davis for 8 of those years, providing unmatched financial support. Bridgette loves spending time with her husband and their 5-year-old daughter. Her zest for adventure shines through her love for global travel, embracing diverse landscapes and cultures, and fostering international connections as she is fluent in both French and Spanish. Her enjoyment of hot air ballooning adds a touch of excitement, mirroring her vibrant personality. With extensive industry experience and multilingual proficiency, Bridgette enhances our team, ensuring a seamless experience for our valued clients.
James Krueger
Financial Planning Associate
James Krueger, is a retired FBI Special Agent, spent 20+ years conducting and leading complex criminal and National Security investigations. After retiring from the FBI James became a registered representative and Financial Advisor with Edward Jones prior to joining Summiteer Financial. James is married with two children, a grandson and two granddaughters arriving in 2026. He loves spending time with family and friends, skiing, biking and reading. He looks forward to assisting Summiteer clients as they work toward their financial and retirement goals.