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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, our 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.
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Jerry J. Zins, Jr. 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 CFP®

CEO / 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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Karen Jones 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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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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Neil Westerman

Client Services Associate
Neil Westerman joins Summit Wealth Management Group as a Client Services Associate with over eighteen years of experience in the Financial Services industry....
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Becka Casse MBA

Operations Associate
Rebecca (Becka) Casse serves as an Operations Associate at Summit Wealth Management Group Inc., where she supports the team in delivering an exceptional client experience...
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A stylized circular logo featuring a geometric mountain design in green and beige tones.
A stylized circular logo featuring a geometric mountain design in green and beige tones.

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!

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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