Kirkwood, MO Office

Sarah Hehmeyer is a financial advisor at Summit Financial, LLC with eight years of industry experience. She holds the Series 66 designation and previously worked at Edward Jones and Tap Consulting, LLC dba Genex Consulting. Summit Financial, LLC is an SEC-registered multi-team advisory firm managing approximately $26.35 billion in assets for roughly 17,800 clients. The firm offers a range of investment advisory, portfolio management, and retirement plan advisory services, operating both discretionary and consultative platforms.

Michael Sluhan is a CFP® professional with 27 years of industry experience. He is currently with Summit Financial, LLC and has previously worked at Private Client Services and LPL Financial. He is also involved in a real estate holding company, BCM Holdings LLC. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets and serving around 17,800 clients. The firm offers a range of investment advisory, portfolio management, and financial planning services through a mix of discretionary and consultative approaches.

Nicholas Werkmeister is a CFP® professional at Summit Financial, LLC with five years of industry experience. He has held roles at firms including Wells Fargo Clearing Services and Codilis, Moody & Circelli P.C. He is also involved with Tap Consulting LLC, operating as Genex Consulting. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients, offering a range of investment advisory, portfolio management, and retirement plan services through both discretionary and consultative platforms.

Andrew Ishmael is a CFP® professional with 19 years of industry experience, currently serving at Summit Financial, LLC since 2024. His prior roles include a decade at Edward Jones and recent positions at Private Client Services and Tap Consulting LLC. Outside of his advisory work, he leads men's leadership development training through F3. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

Jacob Hemphill is a financial advisor with Summit Financial, LLC, holding a Series 66 designation and eight years of industry experience. He has worked at Summit Financial since 2024 and previously with Private Client Services and Tap Consulting LLC. Outside of advising, Mr. Hemphill is involved in fixed insurance sales through various carriers. Summit Financial, LLC is an SEC-registered multi-team advisory firm with over $26 billion in assets under management and 216 advisors serving approximately 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, financial planning, retirement plan advisory, and access to alternative investments, operating both discretionary and consultative services tailored to client preferences.

Quintin Hogrefe is a financial advisor with Summit Financial, LLC and holds Series 63 and Series 65 licenses. He has 24 years of industry experience, including prior roles at Private Client Services and LPL Financial. Outside of his advisory work, he serves as a volunteer board member for the Gateway Huskers University of Nebraska alumni group and is Vice President of the Heron Bay Condo Owners Association board. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets and serving 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.

Ethan Silverman is a financial advisor at Summit Financial, LLC with 12 years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley and Private Client Services. In addition to his advisory role, he offers insurance products through multiple companies, including an affiliated firm of Summit. 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 provides investment advisory and portfolio management programs, financial planning, retirement plan advisory services, and access to alternative investments, operating a combination of discretionary and consultative investment approaches.

Chad Hemphill is a financial advisor at Summit Financial, LLC with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked with firms including LPL Financial and Panoptic Wealth Advocates. Outside of advising, he is involved in a tax consulting business and a real estate development company. Summit Financial, LLC is an SEC-registered multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs alongside financial planning and retirement plan advisory services, combining discretionary and consultative approaches.

Curtis Shillingsford is a financial advisor at Summit Financial, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Private Client Services, Tap Consulting LLC, Severin Investments, and Wells Fargo. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets and serving around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs alongside financial planning and retirement plan advisory services, operating both discretionary and consultative platforms.

Benjamin Klutenkamper is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Summit Financial, LLC. He has prior experience at Private Client Services, TAP Consulting, LLC, and LPL Financial. Outside of his advisory role, he provides tutoring for licensing and CFP exams through Varsity Tutors. Summit Financial, LLC is an SEC-registered multi-team advisory firm overseeing approximately $26.35 billion in assets with 216 advisors serving about 17,800 clients. The firm offers a combination of discretionary and consultative investment management, financial planning, retirement plan advisory, and access to alternative investments.

Robert Drury II is a financial advisor with Summit Financial, LLC and holds a Series 66 designation. He has six years of industry experience, including prior roles at Private Client Services and Investment Planners, Inc. Outside of advisory work, he is involved in insurance brokerage through multiple companies, earning compensation on sales of insurance products. Summit Financial, LLC is a multi-team SEC-registered advisory firm managing approximately $26.35 billion in assets with 216 advisors serving around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

Brian Redders is a financial advisor at Summit Financial, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial and Private Client Services. Redders is a principal of an independent registered investment advisor, Tap Consulting LLC dba Genex Consulting, which he has been involved with since 2008. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets and serving around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative approaches tailored to client needs.

Todd Birkenholz is a financial advisor at Summit Financial, LLC with 11 years of industry experience and holds a Series 66 designation. Prior to joining Summit Financial in 2024, he worked at Private Client Services, LLC and Tap Consulting, LLC, among other firms. He also serves as a board member of the St. Louis Pros Baseball Club, a nonprofit youth baseball organization. Summit Financial, LLC is a multi-team SEC-registered advisory firm overseeing approximately $26.35 billion in assets with 216 advisors serving around 17,800 clients. The firm offers a range of investment advisory, portfolio management, and retirement plan services, combining discretionary and consultative approaches to investment management.