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...

Read more

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...

Read more

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...

Read more

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...

Read more

Jaclyn’s goal is to partner with you and your family—seeking to optimize your financial life so you can enjoy what you love.

Read more

Lori joined Summit Wealth Management Group, Inc. to assist with the compliance needs of the firm.  Prior to joining SWMG, Lori spent over 10 years working at LPL Financial in the compliance department...

Read more

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.

Read more

Dana Ramirez

Administrative Associate

805-384-1186

As our newest team member at Summit Wealth Management Group, Dana provides business and administrative support and ensures every person who walks through our door feels welcome. 

Read more