Meet the professionals who can help you
Pursue Your Goals
We guide individuals and families toward their ideal retirements.
Meet the Team
Summit Wealth Designs is made up of passionate financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
Jamie helps clients uncover hidden opportunities to save money so they can pursue their long-term goals.
With over 20 years of experience in financial services, Jamie is a financial professional who can offer investment and insurance products and services. His focus is on long-range planning that includes retirement income planning, estate strategies, and capital creation through diversified investment and insurance products. He has a Bachelor of Science in finance from Indiana University of Pennsylvania.
Jamie is a proud father who recognizes the importance of work-life balance. As a result, he makes every attempt to help clients build realistic goals that will not detract from the reason they work so hard in the first place: to care for their family.
Talk with Jamie about the strategies that can help you realize your financial and retirement goals.
Ready To Take
The Next Step?
For more information about any of our products and services, schedule a meeting today or register to attend a seminar.