Summit Wealth Management Employee Directory

Summit Wealth Management corporate office is located in 105 E Oak St Ste 1A, Bozeman, Montana, 59715, United States and has 1-10 employees.

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Employees by Department

Departments

Number of employees

Finance

C-Suite

Operations

Marketing

Key Employees of Summit Wealth Management

BS
Benjamin Spike...
Chief Operating Officer & Founding Partner
PhoneEmail
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Summit Wealth Management Global Presence

Location	People at location
North America	11-50

Index of contact profiles from Summit Wealth Management

Hundreds of professionals searching for Summit Wealth Management have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

DP
Daniel Parnes
Email Direct
Financial Advisor
United States , Montana , Bozeman

MB
Moshe Burstin
Email Direct
Managing Director, Investments
United States , Montana , Bozeman

CH
Christopher Hutchinson
Email Direct
Partner and Senior Private Wealth Financial Advisor
United States , Montana , Bozeman

FL
Felicia Laux
Email Direct
Client Relationship Manager
United States , Montana , Bozeman

JL
Jon Lindenberg
Email Direct
Managing Partner
United States , Montana , Bozeman

JA
Joseph Aley
Email Direct
Partner
United States , Montana , Bozeman

KJ
Kenneth Jubert
Email Direct
Managing Partner
United States , Montana , Bozeman

TD
Taffy Davies
Email Direct
Managing Director, Marketing
United States , Montana , Bozeman

SD
Scott Dohm
Email Direct
Investment Planning Specialist
United States , Montana , Bozeman

JM
Jaclyn Moos
Email Direct
Client Relationship Manager
United States , Montana , Bozeman

DD
Douglas Davis
Email Direct
Managing Director and Financial Advisor
United States , Montana , Bozeman

JG
John Gideon
Email Direct
Managing Director
United States , Montana , Bozeman

NN
Nicole Nihan
Email Direct
Executive Assistant To the Chief Executive Officer
United States , Montana , Bozeman

AH
Angela Hetlage
Email Direct
Senior Registered Client Relationship Manager
United States , Montana , Bozeman

SB
Skylar Bingaman
Email Direct
Transition Specialist & Client Relationship Manager
United States , Montana , Bozeman

BS
Benjamin Spiker
Email Direct
Chief Operating Officer & Founding Partner
United States , Montana , Bozeman

CF
Chris Fiacco
Email Direct
Managing Partner
United States , Montana , Bozeman

HG
Heather Goodin
Email Direct
Registered Relationship Manager
United States , Montana , Bozeman

KA
Kim Arthur
Email Direct
Manager, Operations
United States , Montana , Bozeman

DH
Daniel Hitchcock
Email Direct
Managing Principal
United States , Montana , Bozeman

Former Employees at Summit Wealth Management

Explore people who held key positions, contributed to Summit Wealth Management's success, and advanced their careers.

Bryan Facciani

Treasury Analyst at Allegis Group

Worked as Intern

at Summit Wealth Management (2018-2018)

Direct

Leisa Merrell

Manager, Infrastructur... at IDI Composites Interna...

Worked as Client Relationship Manager

at Summit Wealth Management (2018-2020)

Direct

Casey Mai

Enterprise Account Man... at Wisetail

Worked as Relationship Manager

at Summit Wealth Management (2020-2022)

Direct

Mask Content

Financial Associate & ... at Brooklyn FI

Worked as Client Associate

at Summit Wealth Management (2018-2019)

Direct

Mask Content

Senior Investment Anal... at Montana Board of Inves...

Worked as Client Associate Intern

at Summit Wealth Management (2020-2020)

Direct

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Frequently Asked Questions Regarding Summit Wealth Management Employees

How many employees does Summit Wealth Management have?

Summit Wealth Management has 1-10 employees

Who are Summit Wealth Management key employees?

Some of Summit Wealth Management key employees are Benjamin Spiker

Where is Summit Wealth Management located?

Summit Wealth Management’s headquarters are located at 105 E Oak St Ste 1A, Bozeman, Montana, 59715, United States

How do I contact Summit Wealth Management?

Summit Wealth Management Contact Info: Phone number: (406) 219-2900 Website: www.shoretosummitwm.com

What does Summit Wealth Management do?

Shore to Summit Wealth Management specializes in wealth management services, focusing on investment planning, personalized portfolio management, and retirement income strategies. They cater to a diverse clientele, including small businesses and high-net-worth individuals, ensuring a proactive approach to managing the complexities of wealth. The fir... Read More

Is Summit Wealth Management a public company?

Summit Wealth Management is private company therefore does not currently have an official ticker symbol

See more information about Summit Wealth Management Employees