| Name | Title | Contact Details |
|---|---|---|
Ryan Gorman |
VP, Head of Total Rewards | Profile |
Beth Ludden |
SVP LTC Product Development | Profile |
Paul Loveland |
VP, Product Compliance | Profile |
Jack Angert |
AVP and Actuary - Universal Life Research and Development | Profile |
Jorge Caceres |
Vice President Inside Sales & Customer Support | Profile |
Since we first opened our doors serving the employees of SmithKline Corporation in 1977, now GlaxoSmithKline, we have been committed to exceeding our members` expectations and maintaining financial strength through the delivery of high quality banking products, information, and service.
President, Sales Lady Extraordinaire
At Summit our mission is to help our clients secure their future by achieving their financial goals. When you work with our team, you can expect them to take their time to listen to you, to assess your needs, to collaborate and respond with comprehensive financial planning and wealth management solutions designed to meet your objectives. However, sometimes providing a solution isn`t enough, because we understand that your circumstances will change. Therefore, we offer the ongoing support you`ll need to make sure your Financial Plan stays focused on your goals. For over three decades we`ve had the privilege of providing objective, comprehensive financial planning services to successful individuals, including senior Wall Street and corporate executives, professionals, athletes, retirees, business owners and their businesses, and non-profit organizations.
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