Team

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...