Broker Check

Mission Statement

At Summit Brokerage Services, Inc., we have the client—and only the client—in mind.

Our mission is to get to know you and understand your individual needs, wants, goals, and objectives. To do this we use a process called Envision.

It’s as true for financial and investment matters as it is for life in general: planning for the future helps you focus on where you’re headed and feel confident in where you stand in relation to your goals and intentions.

Our commitment to helping you plan effectively, invest wisely, and map a realistic financial course to your future years is at the heart of the Envision planning process.

By blending the human dimension of personal goal setting with innovative technology, the planning process goes way beyond simply aiming for a dollar amount or trying to match a performance benchmark.

The Envision process offers my clients and me the tools and technology we need to discuss life expectations, decide on an appropriate investment strategy, track progress and re-sync – or rethink – the approach whenever necessary.

My happiest and most successful clients have told me they enjoy the confidence and peace of mind the Envision Plan helps them to achieve regarding their financial plan.

We look forward to helping you live the life you Envision.