Christine Garcia is a CFP® professional with 11 years of industry experience, currently serving at Summit Wealth Group since 2026. Her prior experience includes roles at Financial Investment Team, Inc., Peak Brokerage Services, Bank of America, and Merrill. Summit Wealth Group provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans, using a variety of analytical investment approaches and customized target allocations.

Rachel Gustafson is a CFP® with 11 years of industry experience. She currently works at Summit Wealth Group and previously worked at Financial Investment Team, PEAK Brokerage Services, Bank of America, and Merrill. Summit Wealth Group provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm customizes target allocations based on each client’s financial profile and uses a range of analytical approaches, frequently implementing strategies through third-party money managers and sub-advised models.

Travis Wesley is a CFP® with 10 years of industry experience, currently serving as an advisor at Summit Wealth Group in Portland, OR. His prior experience includes roles at Ameriprise Financial Services, Fisher Investments, and the Financial Investment Team, where he was also involved in financial planning. Summit Wealth Group provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm customizes investment strategies based on each client’s financial profile and employs a variety of analytical approaches, often using third-party money managers and sub-advised models.