Committed to YOUR future
Meet the Summit Wealth Management TeamThe 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 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...
Learn More
Christina Zins 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...
Learn More
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...
Learn More
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....
Learn More
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...
Learn More
Carla Mulford
Operations Manager
Joining our firm in 1997, Carla brought with her 23 years of experience in the retail banking industry....
Learn More
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.
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.