Who We Are

At Summit Wealth Strategies we value integrity and professional excellence above all. Our capabilities, experience and fierce collaborative approach, allow us to provide you a full range of financial products and services. Our primary goal is to make you feel safe and confident. We focus on building authentic partnerships, with one simple mission – to help provide advanced and profitable financial strategies to you, our valued client.

We are in constant pursuit of open communication to give us an in-depth understanding of each of your unique financial needs. Our associates’ credentials, experience and principled approach allow us to deliver on our promise of personalized service and adding superior level of comfort and confidence for you.

We look forward to helping you take control of your financial future.

Michael Ott

Michael Ott

Managing Partner/Senior Financial Consultant

636-590-7165

636-532-4425

Brent  Spicuzza

Brent Spicuzza

Managing Partner/Senior Financial Consultant

636-590-7192

Pete  Donovan

Pete Donovan

Managing Partner/Senior Financial Consultant

636-590-7166

Kayla Nieman

Kayla Nieman

Partner/Financial Consultant

636-590-7169

Carl Dick

Carl Dick

Partner/Financial Consultant

636-590-7168

Joseph Curtis

Joseph Curtis

Relationship Wealth Advisor

Sarah Warren

Sarah Warren

Director of Client Service & Success

636-590-7185

Alicia  Hicks

Alicia Hicks

Director of Finance & Human Resources

636-590-7188

Erica Garzia

Erica Garzia

Director of Compliance & Operations

636-590-7173

Alice Lasater

Alice Lasater

Client Relationship & New Accounts Manager

636-590-7160

Janell Lopez

Janell Lopez

Executive Assistant

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

Contact Us