How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have sought to develop a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Ryan Taylor
Financial Advisor, LPL Financial and Founder of Summit Investment Planning
Ryan founded Summit Investment Planning to fulfill his passion for helping clients reach their personal saving and investing goals. With more than 15 years of experience working in the financial industry, Ryan has a full understanding...
Carrie Zaretski
Investment Officer
Carrie’s deep knowledge in retirement plans and planning come from more than 30 years of experience with employer-sponsored retirement plans. Throughout her career, she has worked with more than 9,000 plans, from...
Andrew J. Donnelly Jr.
Wealth Manager
Drew has worked in the financial services industry for more than 32 years. As a Wealth Manager, he is responsible for helping each of his clients prepare for a more secure financial future. This entails building relationships,...
Josiah Worley
Financial Advisor
Josiah Worley is a financial advisor and planner at Summit Investment Planning, where he assists clients in achieving their financial goals by assessing their needs and developing customized plans that encompass budgeting, saving,...