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Richard H

Series 66

Dublin, OH

Summit Financial, LLC

Richard Hammons II is a financial advisor at Summit Financial, LLC with seven years of industry experience. He holds a Series 66 credential and has previously worked at Heritage Wealth Partners, LLC and Private Client Services. Outside of advising, he is involved in insurance sales as a licensed agent, earning compensation through the sale of various insurance products. Summit Financial, LLC is an SEC-registered, multi-team advisory firm with approximately $26.35 billion in assets under management and 216 advisors. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to meet client needs.

Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Founder/Business Owner Executive
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Pei Chin A

CFP®, ChFC®, Series 66

Dublin, OH

Summit Financial, LLC

Pei Chin Andrew is a financial advisor at Summit Financial, LLC with 17 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Summit Financial in 2025, he worked at Private Client Services, Heritage Wealth Partners, and Morgan Stanley in various roles spanning over eight years. Andrew serves as the Investment Committee Chair for the North American Taiwanese Women's Association, overseeing the nonprofit’s brokerage account. Summit Financial, LLC is an SEC-registered multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory and portfolio management services with both discretionary and consultative approaches.

Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Founder/Business Owner Executive
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Andrew G

Series 63, Series 65

Dublin, OH

Summit Financial, LLC

Andrew Grant is a financial advisor at Summit Financial, LLC in Dublin, Ohio, holding Series 63 and Series 65 licenses with 15 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, WealthBridge Capital Management, and Morgan Stanley. Summit Financial, LLC is a multi-team SEC-registered advisory firm managing approximately $26.35 billion in assets and serving roughly 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Founder/Business Owner Executive
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Matthew K

Series 65, Series 63

Dublin, OH

Summit Financial, LLC

Matthew Keyes is a financial advisor at Summit Financial, LLC with 26 years of industry experience. He holds Series 65 and Series 63 credentials and has previously worked at Heritage Wealth Partners and LPL Financial. Outside of advising, he provides fixed life insurance services to clients through Heritage Wealth Partners. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory and portfolio management services, combining discretionary and consultative approaches to meet diverse client needs.

Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Founder/Business Owner Executive
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