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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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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Christina Zins

LPL Registered Client Services Associate

805-384-1186 x1

Christina joins us after four years with the LPL Financial home office in San Diego, CA. While there, she provided operational and consultative support to financial advisors across the country. She is passionate about wealth management...

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