Summit Wealth and Retirement Partners

Robert Cucchiaro is a CFP® certificant and Series 66 licensee with 23 years of experience in the financial industry. He is currently a financial advisor at Summit Wealth and Retirement Partners, where he has worked since 2012, and has prior experience with Lincoln Financial Advisors Corporation and Mutual Securities, Inc. In addition to his advisory role, he is involved in financial advisor coaching through Financial Advisor Field Guide and has a partial ownership in a tax services business. Summit Wealth and Retirement Partners is an SEC-registered advisory team of seven professionals managing approximately $978 million in client assets for individuals, business entities, and charitable organizations. The firm employs risk-based, diversified portfolios primarily using no-load mutual funds and ETFs, offers financial planning and pension consulting services, and is affiliated with a separate accounting practice providing tax and enrolled-agent services.

Harold Porter III is a financial advisor with Summit Wealth and Retirement Partners, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked with Summit Wealth since 2012 and previously spent seven years at Mutual Securities, Inc. Outside of his advisory role, he is a passive owner of a tax preparation and bookkeeping service. Summit Wealth and Retirement Partners is a team of seven professionals managing approximately $978 million in client assets. The firm serves individuals, business entities, and charitable organizations with investment management, financial planning, third-party adviser selection, and pension consulting, typically implementing risk-based, diversified portfolios using no-load mutual funds and ETFs.

Donald Mc Closkey is a CFP® professional with 22 years of experience in the financial industry. He has worked with Summit Wealth and Retirement Partners since 2018 and previously spent 14 years at Lincoln Financial Advisors. Mc Closkey also holds a role as Branch Principal at Mutual Securities, Inc., where he oversees compliance and supervises registered representatives. Summit Wealth and Retirement Partners serves individuals, high-net-worth households, business entities, and charitable organizations by providing investment management, financial planning, and pension consulting. The firm emphasizes diversified, risk-based portfolio allocations and long-term investing, offering both discretionary and non-discretionary services.

Jennifer Butler is a CFP® with 13 years of industry experience, currently serving at Summit Wealth and Retirement Partners since 2016. Her background includes a tenure at Mutual Securities, Inc. She is also a professional cellist who performs as a freelance musician. Summit Wealth and Retirement Partners is an SEC-registered advisory team of seven professionals managing approximately $978 million in client assets. The firm serves individuals, business entities, and charitable organizations with investment management, financial planning, third-party adviser selection, and pension consulting services, using risk-based, diversified portfolios and fundamental analysis.

Dustin Burkhart is a CFP® and holds a Series 65 license, with four years of industry experience. He is currently with Summit Wealth and Retirement Partners and has previously worked at Summit Tax Planning Inc., Whitaker-Myers Wealth Managers, Ltd., Wayne Savings Community Bank, and 21st Century Financial. In addition to his advisory role, he prepares tax returns as a contractor for Summit Tax Planning, Inc. Summit Wealth and Retirement Partners serves individuals, high-net-worth households, business entities, and charitable organizations, offering investment management, financial planning, and pension consulting. The firm uses diversified, risk-based allocations primarily through no-load mutual funds and ETFs, combining fundamental analysis with an emphasis on long-term investing.

Scott Terry is a CFP® with 36 years of industry experience, currently serving at Summit Wealth and Retirement Partners since 2019. He previously worked at Lincoln Financial Advisors Corporation for 30 years and Mutual Securities, Inc. for four years. Outside of financial advising, he operates a small farm supplying produce to local restaurants and has published a book as well as written for newspapers and online publications. Summit Wealth and Retirement Partners serves individuals, high-net-worth households, business entities, and charitable organizations with investment management, financial planning, and pension consulting. The firm’s approach combines fundamental analysis with risk-based asset allocation, focusing on long-term investing and ongoing account monitoring.

Nicholas Lemus is a CFP® and CFA® credentialed advisor at Summit Wealth and Retirement Partners with one year of industry experience. He has worked at Summit Wealth and Retirement Partners, Great Pacific Securities, and MUFG Union Bank. Prior to his financial industry career, he was employed at Chapman University. Summit Wealth and Retirement Partners is a team of seven professionals managing approximately $978 million in client assets for individuals, business entities, and charitable organizations. The firm offers discretionary and non-discretionary investment management, financial planning, and pension consulting, typically implementing risk-based, diversified portfolios using no-load mutual funds and ETFs alongside fundamental analysis.