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Committed to YOUR future

Meet the Summit Wealth Management Team
The Summit Wealth Management Team is dedicated to serving you. Having helped hundreds of households organize and understand their finances, their commitment to excellence is evident in every conversation. With diverse backgrounds and areas of experience, you can rest assured that the Summit Wealth Management Team will work tirelessly to find solutions that fit your needs.
Jerry Zins Jerry Zins

Jerry J. Zins, Jr. CFP®

CFP®

Managing Director

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...
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Christina Zins Christina Zins

Christina Zins CFP®

CFP®

Wealth Advisor

Christina Zins is one of Summit Wealth’s trusted advisors. She brings years of industry knowledge and experience as the foundation of supporting others on their...
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Kimberly Collins

Administrative Associate

Kimberly’s approach with our clients is detailed and caring. Her people-oriented demeanor comes across in all her conversations!...
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Patti Konkol Image

Patti Konkol

Compliance Manager

Patti’s role at Summit Wealth Management Group is responsible for following and implementing FINRA and SEC rules and regulations with an emphasis on Compliance. Patti...
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Stephen Velzasquez Stephen Velasquez

Stephen Velasquez

Client Services Associate

Stephen is a Client Services Associate and another one of Summit Wealth’s trusted team members....
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Karen Jones CRPC®️

CRPC®️

Client Services Associate

Karen Jones joins Summit Wealth Management Group as a Client Services Associate with over seven years of experience in the Financial Services industry....
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Erica Oatman

Operations Associate

Erica Oatman is Summit Wealth’s Operations Associate, supporting the rhythm of our daily business activities. In this dynamic role, she exemplifies the client-first service that...
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Carla Mulford

Operations Manager

Joining our firm in 1997, Carla brought with her 23 years of experience in the retail banking industry....
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Summit Wealth In The Community

We believe in giving back to the community that has shaped us into the successful business that we are today. We proudly support our local peers and non-profits through fundraising, volunteering, participating in events, and more. Over the years, we have donated our time and abilities to better our community and the organizations that support it.
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Let's Talk!

As a prospective client, we invite you to schedule a complimentary discovery meeting in our offices to talk about your current situation and circumstances as well as your long-term objectives. Our initial meeting will focus on you, your family, and your aspirations. You’ll have an opportunity to interview us and find out why we may be a good fit for pursue your financial goals.
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