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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 expertise, 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®

CFP®

Senior 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®

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

Client Services 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

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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Carla Mulford

Client Services Manager

Joining our firm in 1997, Carla brought with her 23 years of experience in the retail banking industry....
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Erica Oatman

Administrative Assistant

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