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 illiquid 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 on 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.
Nathan Bennett
CFP®, CBEC®, ChFC®, CLU®
Partner, Financial Advisor
Donald Ledoux
CFP®, CBEC®, CEPA®
Financial Advisor
Jay Gilson
CBEC®
Financial Advisor, Senior Director
Cody C. Smith
CFP®, CBEC®
Financial Advisor
Aaron Peabody
CFP®, CBEC®
Financial Advisor
John O’Dea
CLU®, CExP™, CPFA®, AIF®
Financial Advisor
Summit Financial Group, LLC All Rights Reserved
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