Summit Wealth Strategies

Meet the Retirement Specialists at Summit Wealth Strategies—your trusted partners in building the retirement you’ve worked so hard for. We help successful individuals navigate retirement planning, investment management, and long-term wealth strategies. Hi, I’m Andy. I’m a CERTIFIED FINANCIAL PLANNER™, which means I am a fiduciary as well. I have a degree in math and statistics, and I’ve been doing this for more than 25 years. My father was in the industry for 45 years, so it runs in the famil...