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


Our advisors

Stephen Duval

CFP®

Private Wealth Advisor

Chief Executive Officer of Summit House Wealth Partners
Learn more about Stephen Duval

Edward Boscher

CFP®, CIMA®

Financial Advisor

Managing Partner of Summit House Wealth Partners
Learn more about Edward Boscher

Justin Osowiecki

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Justin Osowiecki

Mike Otto

MBA, CFP®, APMA

Financial Advisor

Learn more about Mike Otto


Our team

Jim Lucey

Jim Lucey

Paraplanner

Qualifications

  • Master of Library and Information Science (MLIS), Series 7 Registration, Series 66

Roles & Responsibilities

  • Secure Web site concierge
  • Ameriprise Mobile app support
  • Process Money movement requests
  • Assists with transferring funds to your Ameriprise accounts
  • Appointment Prep & Follow Up
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Deb Whalen

Deb Whalen

Receptionist,

Administrative Assistant

Qualifications

  • 20+ years experience

Roles & Responsibilities

  • Scheduling
  • Client events
  • Form requests
  • Update client information
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Jennifer Gray Ferhadson

Jennifer Gray Ferhadson

Operations Director,

Chief Operating Officer of Summit House Wealth Partners
Matthew Mitchell

Matthew Mitchell

Paraplanner

Personal Intro

Workes in the Investment Industry since 2011BA in Business Studies, UMASS Amherst

Qualifications

  • Registered, Series 7, 66 and Insurance

Roles & Responsibilities

  • Appointment Prep & Follow Up
  • Place Trades
  • Process Money Movement
  • Help Clients with Technical Issues
  • Transfer Accounts to Ameriprise Financial
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Nicole Old

Nicole Old

Client Service Specialist

Beth Birkmire

Client Concierge