At Summit Financial Partners, we are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We strive to know and understand your financial situation and provide you with information, services, and products to help you reach your goals.
As a founding partner, and Ryan’s mom, Patricia plays an integral role in the success of Summit Financial Partners. As Ryan stated, “My mother is my rock. She has supported me my entire life, including 7th grade when I first got into stocks and bonds.” Patricia’s encouragement, support and unwavering positive energy contributes to the success of SFP each and every day.
Gerry is an accomplished attorney with more than 25 years of experience helping clients successfully prepare for and navigate through a range of legal needs. One of his primary focuses is working with families and their estate planning needs. His services in this area range from preparing wills and trusts to protecting and preserving assets acquired through a lifetime of hard work.
Artie has helped customers buy, sell and refinance their homes for over 25 years. He truly has been blessed to be able to help generations of families realize “The American Dream”. Artie thoroughly enjoys working with first time buyers and those who have not gone through the process for many years. Artie has helped many SFP clients save money on their existing mortgages with refinancing.
Walter handles the complete accounting function for Summit Financial Partners. He is here to answer any accounting questions for all SFP clients. Walter is a long standing member of our team who strives to build long term relationships with all SFP clients. Walter strives to help each SFP client reach their retirement planning goals.
As an experienced Manager, Maria runs the day to day office operations at Summit Financial Partners. Her experience as an EMT prepared her well for the sense of urgency she brings to her current position. Maria is a proud graduate of Fitchburg State University and she is dedicated to helping each and every Summit client receive the best possible service and care.