Broker Check

Team

 

Jerry is the founding principal of Summit Wealth Management Group. Since 1986, Jerry has applied his experience 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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Jaclyn’s goal is to partner with you and your family—seeking to optimize your financial life so you can enjoy what you love.

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Carla Mulford

LPL Registered Client Services Associate

805-384-1186

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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Miranda Gerda

LPL Registered Client Services Associate

805-384-1186

Miranda is the living definition of a people person.  She brings high morale and positive energy to all her social interactions and is a strong asset to the Summit team.

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