As a Certified Financial Planner (CFP), with over 37 years of wealth building and protecting experience, I am passionate about helping you achieve your financial goals and desires. I believe that in order to achieve Financial Independence one needs to be Dedicated to their goals, Focused on outcome and Open to help from others. As founder at Summit Point Wealth Management, I aspire to help others on their quest to Financial Independence by Protecting the Assets you currently have, Managing your pathway toward your desired outcome, and Growing your wealth so that you can enjoy your life.
My professional values can be summed up as follows pertaining to you and your wealth:
- Protect
- Manage
- Grow
You can reach me at www.summitpointwealthmgmt.com or (385) 336-0203. I would love to start a conversation with you about you!