About Summit
Brokers & Investments.
Founded in 2010, we offer personalized financial solutions tailored to your unique needs. Our expert team combines industry experience with innovative strategies to help you achieve your financial goals. Committed to transparency and client-focused service, we build lasting relationships based on trust and results.
Empowering your financial future.
Our Story
Founded in 2010, our mission is to provide reliable and personalized financial services.
John R
CEO & Founder
Our Mission
To empower individuals and businesses to make informed financial decisions with confidence and clarity.
Our Team
Leadership Team
Our Values
Integrity, transparency, and client-first approach are at the core of our business.
Ariana R
COO
Our Team
John Ro
CEO & Founder
Lisa Anderson
Portfolio Manager
Robert Taylor
Financial Advisor
Emily Moore
Risk Officer
David Wilson
CRM Manager
Sarah Davis
Income Specialist
Michael Brown
Research Analyst
Emma Johnson
Investment Strategist