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.

Chesterfield, MO

Michael Ott, AIF

Managing Partner/Senior Financial Consultant

636-590-7165

636-532-4425

mott@swsllc.com

Brent Spicuzza

Managing Partner/Senior Financial Consultant

636-590-7192

brent@swsllc.com

Pete Donovan, CFP®, ChFC

Managing Partner/Senior Financial Consultant

636-590-7166

donovan@swsllc.com

Kayla Nieman, RICP

Partner/Financial Consultant

636-590-7169

kayla@swsllc.com

Carl Dick

Partner/Financial Consultant

636-590-7168

carlton@swsllc.com

Deborah Edwards, CFP®, RICP

Financial Consultant

636-590-7174

deborah@swsllc.com

Joseph Curtis

Relationship Wealth Advisor

jcurtis@swsllc.com

Sarah Warren

Director of Client Service & Success

636-590-7185

swarren@swsllc.com

Alicia Hicks

Director of Finance & Human Resources

636-590-7188

ahicks@swsllc.com

Alice Lasater

Client Relationship & New Accounts Manager

636-590-7160

alasater@swsllc.com

Adam Bippen

Financial Consultant

636-590-7172

abippen@swsllc.com

Joyce Debenport

Administrative Assistant

(636) 590-7164

joyce@swsllc.com

Trish Koontz

Chief Compliance Officer

636-532-7173

636-532-4425

TKoontz@swsllc.com

Springfield, MO

Allison Fuehne, CFP®

Financial Consultant

417-881-3919

afuehne@swsllc.com

Janell Darter

Executive Assistant

William Woody CFP®

Financial Consultant

417-881-3919

wwoody@swsllc.com

Jefferson City, MO

Kurt Propst

Financial Consultant

573-636-0914

kpropst@swsllc.com

Dallas, TX

Linda Young

Financial Consultant - Young Wealth Management

214-649-4756

888-694-4932

linda.young@swsllc.com

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.