our services - · pdf filecustomized for their specific objectives. scott holds the certified...
TRANSCRIPT
Holistic investment planning and wealth management
01
Our Services
Personalized investment portfolios02
Retirement income planning03
Retirement and benefit plan approaches for small businesses
04
Access to lending services through Wells Fargo affilates
05
Legacy strategies, and access to trust and estate planning services through Wells Fargo affiliates
06
Our mission is to help guide our clients through the roughest
waters and deepest oceans of their financial lives so that they land
securely on shore and, ultimately, reach their financial summit.
Bozeman Office1203 N Rouse Ave
Unit 3BBozeman, MT 59715
Annapolis Office147 Old Solomon’s Island Rd
Unit 306Annapolis, MD 21401
855.787.9632 • [email protected]
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Shore to Summet Wealth Management, LLC is a seperate entity from WFAFN.
Shore to Summit Wealth Management,
LLC is a team of advisors with capabilities in
a multitude of wealth management areas.
This team strives to know each client
thoroughly. Our objective is to provide
individualized, highly focused advice and
guidance combined with responsive, white-
glove client service.
Our wide-ranging client base consists of
corporate executives, business owners/
personal service corporations and other high-
net-worth individuals, couples and families.
Following his time as a U.S. Army ROTC Scholarship Student at
Salisbury University, Scott began his financial services career in 1994 and co-founded Shore to Summit Wealth Management, LLC in 2017. Utilizing years of industry experience, Scott helps clients craft wealth management plans customized for their specific objectives. Scott holds the CERTIFIED FINANCIAL PLANNERTM, Certified Investment Management Analyst, and Chartered Retirement Planning Counselor certifications.
Scott L. BrownCFP®, CIMA®, CRPC®
Managing Principal
Ben’s financial services career began in 1998 after attending St. Mary’s
College of Maryland. Since co-founding Shore to Summit Wealth Management, LLC, Ben strives to guide physicians, business owners, families and other clients through complex wealth management situations as they pursue their goals. Ben holds the CERTIFIED FINANCIAL PLANNERTM certification and the Chartered Retirement Planning CounselorSM (CRPC®) designation.
Benjamin D. SpikerCFP®, CRPC®
President
Kelly Brown, CRPC®
Senior Vice President
Kelly focuses on client relationships and communications while supporting the team with client event and marketing efforts.
Michael WinterAssociate Vice President
Michael helps clients to focus their priorities with a service-focused approach using financial strategies, and investment principles.
Lynn HudsonRegistered Client Relationship Mgr
Lynn’s focus is to provide superior client service and administrative support for clients of Shore to Summit Wealth Management, LLC.
Afton Johnson, CRPC®
Registered Client Relationship Mgr
Serving as a liaison between the team and clients, Afton also assists the team in client outreach and events.
Alyanna Tyler BlowClient Relationship Mgr
Alyanna brings a depth of industry experience to her team role and has a great enthusiasm for client service.
the shore to summit team