Broker Check

Team

 

Jerry is the founding principal of Summit Wealth Management Group. Since 1986, Jerry has applied his expertise in the development of effective wealth management and asset protection strategies across multiple economic and market cycles...

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Dustin joined Summit Wealth Management Group, Inc. 8 years ago to be part of an independent client-focused practice. As a partner in the firm, he is committed to helping clients pursue their financial goals through holistic planning...

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Nicholas has over a decade of experience helping clients to create comprehensive financial plans that focus on what’s uniquely important to each and every client. Prior to joining Summit Wealth Nicholas was a...

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Carla Mulford

LPL Registered Client Services Associate

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Joining our firm in 1997, Carla brought with her 23 years of experience in the retail banking industry. As an LPL Registered Client Services Associate, Carla’s focus is assisting Jerry Zins with client contact, document...

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Jaclyn Madrid Mercer

LPL Registered Client Services Associate

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Jaclyn is a Client Services Manager who works with the entire Summit Wealth team to provide our clientele with valuable customer service. Jaclyn believes that working with a firm that is centered on client...

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Lori Haugh

Operations & Compliance Manager

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Lori has joined Summit Wealth Management Group, Inc., as Operations & Compliance Manager.  Prior to joining SWMG, Lori spent over 10 years working at LPL Financial in the compliance department...

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Miranda Gerda

Administrative Associate

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Miranda originally arrived at Summit Wealth Management as a college intern. With an interest in our holistic approach to asset management and her strong skill set, Miranda has now become a permanent Summit Wealth Management...

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