Broker Check

Meet the Team

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

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

(512) 697-5001

Mike@Summiteerfinancial.com

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.

Bridgette Felty

Client Service Associate

512-697-5001

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.

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.