In 2014, Brandon and his partners founded Summit Wealth Management. Before starting Summit, Brandon worked as a financial advisor for nineteen years at Smith Barney and Morgan Stanley, accumulating over 25 years of experience in the field.

Originally from Ohio, Brandon was a student-athlete at The University of Iowa, where he met his wife, Rhonda, a fellow alumnus and athlete. In 1997, Rhonda, who grew up in Salem, convinced Brandon to move out west.

The couple has made Salem their home, raising three children and actively participating in the community. They can often be found cheering on their kids at tennis matches and engaging with Salem Heights Church and various other local organizations. Brandon serves as a Board Member for the Salem Area Chamber of Commerce and is a Founding & Past Board Member of Children's Nursing Specialties. He is also a Past President of the Salem Sunrise Rotary.

As a Financial Advisor and founding member of Summit Wealth Management, Richard is committed to helping his clients meet their financial needs and helping them to achieve their investment goals. Navigating the financial markets has become increasingly challenging, but with over 35 years of experience in the financial services industry, Richard is well-equipped to assist you. He can help you develop effective strategies, diversify your holdings, and provide ideas designed to reduce risk and preserve your wealth.

Before entering the financial services industry, Richard earned a Bachelor of Science degree in Business Administration from the University of Oregon. After graduating, he spent four years working at U.S. National Bank and then took a position with Shearson Lehman Brothers, where he successfully completed an 18-month financial advisor training program.

Born and raised in Salem, Oregon, Richard is proud to be a third-generation Salemite. He has been happily married for 37 years and is the father of three beautiful daughters.

Richard looks forward to extending his services to you and your family. As his client, you can expect the best investment ideas, along with a commitment to honesty, integrity, and exceptional customer service.

Drew grew up in Denver, Colorado, and later attended the University of Denver, where he earned a Bachelor of Science in Finance. After graduating, he stayed in the Denver area and worked in a variety of roles within the financial services industry. Much of his work has been client‑facing, giving him the opportunity to support a wide range of investors and become familiar with multiple asset classes.

Most recently, he served as a licensed advisor at Fidelity Investments, focusing on retirement plans and 401(k)s. While working full-time, he returned to the University of Denver to complete his Master of Business Administration.

Outside of work, Drew spends as much time as he can in the mountains with his wife, Andrea, their dog, Frankie, and close friends. He enjoys skiing, fly fishing, and staying active through a variety of sports.