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Shaping the Future, Together

At Summit Ridge, we believe lasting success comes from partnership and clarity. Our team works closely with clients to create thoughtful, personalized strategies that help protect what matters most while building a confident path forward. With a collaborative approach and a commitment to long-term relationships, we guide you through every stage of your financial journey.

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307-686-2157

Real world solutions to real world needs. In that respect, I consider my role to be more of a trusted professional: someone who will see you through life's most difficult moments and help you prepare for the opportunities ahead.

I prefer to take a measured, thoughtful approach—one that is grounded in reality and gives you the best chance of meeting your financial goals and objectives.

Step 1

Everyone is different, so it's important for me to learn as much about you as possible. What are your goals? Where would you like to be in 10 to 20 years? What financial resources do you already have in place? The more I get to know about you, the more insightful my recommendations and advice will be.

Step 2

Together we'll prioritize your goals and turn them into clear, measurable objectives. That way you can see how even the biggest challenges—like paying off your mortgage or retiring early—can be accomplished.

Step 3

Next, depending on our relationship,* I can identify and offer some insurance and financial products to help you meet your goals and needs. I can even consult with your tax and legal advisors to make sure our efforts fit in with your overall plans.

I'll provide ongoing service as your needs and situation change over time. I'll work with you over the years to help keep your program on track with your changing needs.

*As a financial advisor with Eagle Strategies LLC, I can offer fee-based investment advisory services, while as an agent with New York Life Insurance Company and registered representative with NYLIFE Securities LLC, I can offer commission-based product sales. Clients can choose to do business with me for the advisory services only, or to implement product sales, or for both.

Articles

Preparing for retirement over the decades

What does it really mean to be ready for retirement? Whether retirement is decades away, or just around the corner, here are some general guidelines for how you should be thinking about retirement over the decades.

What you need to know about retirement plans as a small business owner

When you started your small business, maybe you didn’t imagine how big your staff would grow. Establishing financial benefits like retirement plans is a crucial way to attract and retain good employees. Here’s everything you need to know to get started.

3 reasons the human element is still important for financial guidance

From budgeting to banking to investing, there’s an app for just about every part of your personal finances, but can an app really offer the same service as a real human? Here’s why you should consider managing your finances IRL.

More insights and resources