Physicians:
a free, content-packed ebook will reveal 5 action steps you can take today that will help you;
Save Taxes
Build Wealth &
Protect Your Assets
Hint- You weren’t taught these action steps in Med School.
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money.
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Directors and Officers Liability Insurance
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
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Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
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Barbara Hawkesworth
Chief Legal Officer - Summit Financial
David Porro, CLU, ChFC®
Director of Insurance - Summit Financial
James Rabasca
Senior Tax Specialist - Summit Financial
Noreen Brown, MBA, CFA®
Co-Chief Investment Officer
Sarah Rich
Chief Administrative Officer - Summit Financial
Steve Pfundstein
Chief Technology Officer - Summit Financial
Steve Melnick
Associate Director of Investment Management - Summit Financial
Tara Pizzutillo
Director of Investment Operations - Summit Financial