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Associates

Steve  M. Wilcox, CFP®, ChFC, CFS

Donald A. Ledoux, CFP®

Nathan T. Bennett, CFP®, ChFC, CLU, CFS

Vanessa L. Staley, CFP®

Cody C. Smith, CFP®

Nicole K. Lee

Teresa A. Hookey

Kimberlee Kelso McKinsey

Wanda Ladrillono

About Us

  • Our Firm
  • Our Planning Process
  • Our Associates
  • Wealth Management
  • Exit Planning for Business Owners
  • Legacy Planning
  • Our Community
  • Events Calendar
  • Account Links
  • Tell A Friend
Contact Us

2010 Crow Canyon Place Suite 120
San Ramon, CA 94583

Phone: 925.866.7800
Fax: 925.866.7803

info@summitadvisors.com
Map and Directions

2010 Crow Canyon Place, Suite 120, San Ramon, CA 94583 . (925) 866-7800 or (866) 945-2699. info@summitfingroup.com

Securities & Investment Advisory Services offered through Securian Financial Services, Inc., Member FINRA/SIPC. Summit Financial Group is independently owned & operated