Our team values are important to us at Summit House Wealth Partners. Through collaboration, focusing on helping others and taking ownership, we build strong connections with our teammates and clients as we strive for excellence.
Collaboration - Working together, listening actively and being flexible
Excellence - Pursuit of the highest level of optimal performance
Helping Others - Placing importance on serving others with quality and value
Taking Ownership - Owning success and failures, taking things to completion
Relationships - Strong connection with clients, team members and the community
Master of Library and Information Science (MLIS), Series 7 Registration, Series 66
Workes in the Investment Industry since 2011BA in Business Studies, UMASS Amherst
Registered, Series 7, 66 and Insurance
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