Team
W. David Routh, CFP®, MBA, ARM
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.
W. Nicholas Routh, CFP®
Financial Advisor
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...
Savvas "Akis" Yerocostas, RSA
Operations Manager
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...