Our Advisors

Meet the experienced professionals who guide your financial journey.

Catherine Sterling

Catherine founded Summit Wealth Advisors with the vision of providing institutional-quality financial advice to individuals and families. She speciali

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Retirement Planning & Income Strategy

Richard Hayes

Richard leads our retirement planning practice. He helps clients approaching retirement create detailed income plans, optimize Social Security benefit

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Estate Planning & Tax Strategy

Anika Patel

Anika specializes in estate planning and tax optimization for families with complex financial situations. She works closely with attorneys and CPAs to

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