Granite Bay Office
We realize in addition to our financial management experience, independent advice and investment resources, the foundation to building client trust is achieved in personalized service and responsiveness.
President and CEO
David is a CERTIFIED FINANCIAL PLANNER™ professional specializing in providing customized and comprehensive financial planning and portfolio management services to successful individuals and business owners throughout the nation.
Nick is a CERTIFIED FINANCIAL PLANNER™ professional whose primary responsibilities involve assisting Dave with all aspects of his personal wealth management business. This includes helping to create and implement comprehensive...
Akis is a REGISTERED SALES ASSISTANT professional specializing in providing support and excellent customer service to clients. He also helps manage day-to-day operations of D R Summit and provides supervision support for sales...
Scott is a professional whose primary responsibilities involve understanding the unique needs and challenges of families who are planning for their financial future. He uses customized and detailed financial planning and portfolio...
Please see Todd’s bio and further information at http://buildgreatwealth.com/Check the background of this investment professional on FINRA’s BrokerCheck.