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PROFESSIONAL MONEY MANAGEMENT & Financial Planning 

Built for Executives & Entrepreneurs 


Built For Executives and Entrepreneurs

As a successful executive or executive turned entrepreneur, your life is busy. Between travelling for work, the never-ending conference calls, and all-day meetings you barely have time with your family, let alone to research tax codes or review the changes to your company's benefits. Even if you did have the time, soon you will be busy again and financial planning is put on the back burner. At Summit Financial, LLC, I focus my team's service to provide unique solutions that answer executives' unique needs, and we focus your financial plan so it takes into consideration all of your company plans, stock plans, pensions and more.  

By working with us, you have access to your Personal Financial Website to aggregate your accounts in one easy to view and secure portal: 


I encourage you to review my Executive Strategy Brochure and sign up for our Executive Insights Newsletter to learn more. 

Executive Wealth Planning provides personal advice on the following: 

  • Concentrated Stock Strategies
  • Pre-IPO or Post-IPO Tax Planning
  • Stock option planning
  • Restricted Stock Unit (RSU) tax planning
  • Deferred Compensation advice
  • Group life insurance & group disability
  • 401(k) management and advice
  • Employee stock purchase plans

Learn more from my Executive Blog Posts

or read my articles on Kiplinger's Wealth Creation Page