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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.

A business meeting

Empowering your financial future.

Our Story

Founded in 2010, our mission is to provide reliable and personalized financial services.

Portrait of Senior Woman

John R

CEO & Founder

Our Mission

To empower individuals and businesses to make informed financial decisions with confidence and clarity.

Smiling Man

Our Team

Leadership Team

Our Values

Integrity, transparency, and client-first approach are at the core of our business.

Young Businesswoman

Ariana R

COO

Our Team

Business Meeting at Small Table
Portrait of Senior Woman

John Ro

CEO & Founder

Portrait of Senior Woman

Lisa Anderson

Portfolio Manager

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Robert Taylor

Financial Advisor

Portrait of Senior Woman

Emily Moore

Risk Officer

Portrait of Senior Woman

David Wilson

CRM Manager

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Sarah Davis

Income Specialist

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Michael Brown

Research Analyst

Portrait of Senior Woman

Emma Johnson

Investment Strategist

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