Plan with Experienced Financial Professionals
Take advantage of one-on-one financial planning with an experienced financial professional who can work with you to:
- Analyze and organize your retirement income sources
- Develop a plan for working toward your income needs
- Design a personal investment portfolio specifically for you
- Provide a system of monitoring and adjusting your plan during your retirement
Schedule a Consultation Today
Here to Assist You
Benefit from the insights of a dedicated career professional, carefully selected and trained to serve Summit members, who will work with you to help you achieve your personal financial goals.
Manager, Retirement & Investment Services
CRPC®, Vice President, Wealth Management
CRPC conferred by College for Financial Planning
More About Our Team
View the backgrounds of our investment professionals on FINRA’S BrokerCheck.
Contact The Summit Retirement & Investment Services
We’re here to help – please fill out the form with the best way to reach you; or if you prefer, contact us by phone at (800) 836-7328 extension 7230.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. The Summit Federal Credit Union and The Summit Retirement and Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using The Summit Retirement and Investment Services, and may also be employees of The Summit Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, The Summit Federal Credit Union or The Summit Retirement and Investment Services. Securities and insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value
Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.