About Summit Concepts

What is now Summit Concepts Wealth Management began in the year 2000 when I first started out in the financial services industry. I and a business partner dabbled with a few different broker dealers, including Lincoln Financial before finding LPL Financial. During this process the need to brand a financial planning practice became necessary. Because of the time spent in the outdoors, hunting in high elevations, I came to respect the views and perspective these places offered. This was the inspiration that set the name Summit Concepts Wealth Management and the motto "A Higher Perspective on Wealth Management". Through the years our financial planning abilities have evolved to create in depth individual plans to address our clients needs and set them on the path to a successful retirement. As my business grew and with that a need for a new advisor, we now have the abilities to work with a larger clientele, both older and younger, as well as the abilities to work with all types of investments industry wide. 

Our Primary Purpose

With just over 20 years of experience I and my new Associate, Parker Spencer,  have been working together to stay educated in the ever changing financial landscape. We have spent time developing skills through years of experience to confidently address our client’s needs. We hope to continue working with our current valued clients, their children, and many new clients. We strive to build quality financial plans by encompassing adequate insurances to cover the unknowns while investing in our clients future.

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