The Business Team

The Business Team

Many business owners are perplexed by the challenge of exiting their company. For most it represents the lion’s share of their wealth, but it is all liquid and the exit process can be intimidating. Summit has grown a team of specialists with deep experience working specifically with business owners on the exit challenge. Our team includes founders with decades of experience, a former CPA with 30+ years in the field, and several professionals with a plethora of alphabet soup designations after their resume. Our collective experience represents hundreds of business-owner stories and exit examples, and that experience has taught us that there is no shortcut for doing the work and modeling the scenarios for each individual client.

 

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Nathan Bennett

CFP®, CBEC®, ChFC®, CLU®
Partner, Financial Advisor

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Donald Ledoux

CFP®, CBEC®
Financial Advisor

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Jay Gilson

CBEC®
Financial Advisor, Senior Director

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Cody C. Smith

CFP®, CBEC®
Financial Advisor

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Aaron Peabody

CFP®, CBEC®
Financial Advisor

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John O’Dea

CLU®, CExP
Financial Advisor