With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Our advisors

Tom Luxem

ChFC®, CRPC, APMA, MSFP, MPAS

Private Wealth Advisor

Chief Executive Officer of Summit Private Wealth Group
Learn more about Tom Luxem

Matthew Greer

CRPC, APMA

Financial Advisor

Chief Financial Officer of Summit Private Wealth Group
Learn more about Matthew Greer

David Olson

ChFC®, APMA

Private Wealth Advisor

Managing Partner of Summit Private Wealth Group
Learn more about David Olson

Benjamin Auckenthaler

CFP®, CSRIC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Benjamin Auckenthaler

Kevin Bille

CRPC, ChFC®, APMA

Financial Advisor

Learn more about Kevin Bille

Eric Brenk

APMA

Financial Advisor

Learn more about Eric Brenk

Jacob Damhof

CFP®, CPA, APMA

Financial Advisor

Learn more about Jacob Damhof Visit Jacob Damhof's website

Dean C Dawson

CFP®

Private Wealth Advisor

Learn more about Dean C Dawson

Paul Anthony Dougherty

Financial Advisor

Learn more about Paul Anthony Dougherty

Miriam Hobart

CFP®, CDFA®, APMA

Financial Advisor

Learn more about Miriam Hobart

Monica Luxem

APMA

Financial Advisor

Learn more about Monica Luxem Visit Monica Luxem's website

Natalie Luxem

APMA

Financial Advisor

Learn more about Natalie Luxem

Brian Macdonald

MBA, CFP®, ChFC®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Brian Macdonald

David Muschenheim

CRPC, APMA

Financial Advisor

Learn more about David Muschenheim

Samuel Reber

APMA

Financial Advisor

Learn more about Samuel Reber

Daniel Ventura

JD, APMA

Financial Advisor

Learn more about Daniel Ventura

John D Casement

Financial Advisor

Investment Manager
Learn more about John D Casement


Our team

Karla Bastida

Karla Bastida

Client Service Coordinator

Michelle Bonin

Michelle Bonin

Paraplanner

Katie Feist

Katie Feist

Client Service Specialist

Lori Gregor

Lori Gregor

Client Concierge

Rebekah Hasenmueller

Rebekah Hasenmueller

Paraplanner

Rana Krawza

Rana Krawza

Office Manager,

Human Resource Manager of Summit Private Wealth Group
Corryn Lyons

Corryn Lyons

Client Service Specialist

Jami McFarland

Jami McFarland

Operations Director,

Client Relationship Manager
Rory Murnan

Rory Murnan

Client Service Specialist

Jackson Sandquist

Jackson Sandquist

Client Service Specialist

Branigan Secraw

Branigan Secraw

Client Service Specialist




Experience the power of a Strategic Alliance

To help our clients reach their long- and short-term financial goals, we have formed Strategic Alliances that can offer additional insights to your unique situations. If you’re looking for professionals to add to your network, visit our Strategic Alliance’s website or reach out directly to our practice to learn more.