CarlCarl Dick

carlton@swsllc.com – 636-590-7168

Principal

Carl Dick  joined the team in 2008 working to develop, polish and implement financial plans and investment strategies for the firm.  He graduated from the University of Iowa with a Bachelor of Business Administration degree in Finance. He is matriculating toward his Certified Financial Planner CFP® designation.

Carl is a proud native of St. Louis, MO and currently resides in the Central West End.  He stays active playing volleyball, hiking, and kayaking the Meramec River. Carl continues his passionate work with HawkTrade, a University of Iowa organization he founded which stresses the importance of personal finance to students. He also serves on the Board of “The Young Friends of St. Luke’s Hospital” organization.

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OUR LOCATIONS

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info@swsllc.com

Chesterfield, Missouri
16020 Swingley Ridge Rd.
Suite 110
Chesterfield, MO 63017
636.532.0088
(F) 636.532.4425

Jefferson City, Missouri
2411 Hyde Park
Jefferson City, MO 65109
573.636.0914
(F) 573.636.0910

Springfield, Missouri
2833B E. Battlefield Road
Suite 112
Springfield, MO 65804
417.881.3919
(F) 417.881.5051

© Summit Wealth Strategies 2016                   Disclosures Page

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