Summit Wealth Partners, LLC

Chad Warrick is a financial advisor with Summit Wealth Partners, LLC in Orlando, FL, holding Series 63 and Series 65 licenses and having 15 years of industry experience. He has been with Summit Wealth Partners since 2015. Summit Wealth Partners is an SEC-registered advisory firm serving individuals, including high-net-worth clients, and various legal entities with wealth management, investment advice, and pension consulting services. The firm manages approximately $629.7 million in assets and employs a diversified, asset-class oriented investment approach that incorporates academic models and uses pooled vehicles, third-party managers, and derivatives in portfolio construction.

Andrew Baker is a CFP® and holds a Series 66 license with 13 years of industry experience. He is currently with Summit Wealth Partners, LLC and has previously worked at Pelican Wealth Advisors LLC and Mass Mutual. Outside of his advisory role, he is a licensed real estate agent in Bonita Springs, FL. Summit Wealth Partners is an SEC-registered advisory firm serving individuals, including high-net-worth clients, and various legal entities with wealth management, investment advice, and pension consulting services. The firm manages approximately $629.7 million in assets and employs a diversified, asset-class oriented investment approach that incorporates academic models, third-party managers, and the use of pooled vehicles such as ETFs and mutual funds.

Scott Kremer is a financial advisor at Summit Wealth Partners, LLC with 24 years of industry experience. He holds Series 63 and Series 65 designations. His prior firms include Fifth Third Wealth Advisors LLC, U.S. Bank N.A., and Key Bank NA, among others. Summit Wealth Partners serves individuals, including high-net-worth clients, as well as institutional and tax-sheltered entities across over 20 states. The firm provides wealth management, investment advice, and pension consulting with an investment approach that emphasizes broad diversification, strategic asset allocation, and tax-efficient registered funds, supported by academic frameworks and technology integration.

Andrew Dickens is a financial advisor at Summit Wealth Partners, LLC in Orlando, FL, with 17 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Summit Wealth Partners since 2015. In addition to his advisory role, he is a managing shareholder of Legacy Business Design LLC, which specializes in closely held business merger and acquisition consulting, and a partner in Tax and Business Solutions LLC, providing tax, accounting, payroll, and business advisory services. Summit Wealth Partners serves individuals, including high-net-worth clients, and various institutional and tax-sheltered entities across more than 20 states. The firm offers wealth management, investment advice, and pension consulting with an investment approach focused on diversification, strategic asset allocation, and tax-efficient funds, incorporating technology and third-party managers when appropriate.

Ryan Gavin is a CFA® charterholder with seven years of industry experience. He has worked at Summit Wealth Partners, LLC since 2021 and previously with Naples Global Advisors LLC, Florida Gulf Coast University, and Lee Health. Summit Wealth Partners is an SEC-registered advisory firm serving individuals, including high-net-worth clients, and various legal entities with wealth management, investment advice, and pension consulting services. The firm manages approximately $629.7 million in assets and employs a diversified, asset-class oriented investment approach using pooled vehicles, strategic asset allocation, and periodic rebalancing based on academic models.

Amanda Pate is a Certified Financial Planner™ (CFP®) and Chartered Financial Consultant® (ChFC®) with nine years of industry experience. She has worked at Summit Wealth Partners, LLC since 2014. Summit Wealth Partners serves individuals, including high-net-worth clients, as well as institutional and tax-sheltered entities across more than 20 states. The firm offers comprehensive financial planning and portfolio management with an investment approach that emphasizes broad diversification, strategic asset allocation, and tax-efficient funds, supported by academic frameworks and technological tools.

Shari De Ron is a financial advisor at Summit Wealth Partners, LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at Signature Financial Strategies, Trustco Bank, and Verizon Wireless. Outside of her advisory role, she operates as a freelance mobile notary and provides photo digitizing services. Summit Wealth Partners is an SEC-registered advisory firm serving individuals, including high-net-worth clients, and various legal entities with wealth management, investment advice, and pension consulting. The firm manages approximately $629.7 million in assets and employs a diversified, asset-class oriented investment approach utilizing ETFs, mutual funds, third-party managers, and model portfolios.

Jason Print is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Summit Wealth Partners, LLC since 2015. He holds Series 63 and Series 65 licenses and is based in Naples, Florida. Summit Wealth Partners is an SEC-registered advisory firm serving individuals, including high-net-worth clients, and various legal entities with wealth management, investment advice, and pension consulting. The firm manages approximately $629.7 million in assets and emphasizes diversified, asset-class oriented portfolios using pooled vehicles, strategic asset allocation, and academic models such as Modern Portfolio Theory and Fama–French research.

Bradley Towle is a financial advisor at Summit Wealth Partners, LLC in Orlando, FL, holding Series 65 and Series 66 credentials with 18 years of industry experience. His career includes previous roles at Genesis Wealth Advisors, Genesis Capital Advisors, and J.P. Morgan Securities. He has been with Summit Wealth Partners since 2016. Summit Wealth Partners serves individuals, including high-net-worth clients, as well as institutional and tax-sheltered entities across more than 20 states. The firm provides wealth management, investment advice, and pension consulting with an investment approach focused on diversification, strategic asset allocation, tax-efficient funds, and incorporates technology such as AI and machine learning in its services.

Chad Leatherwood is a CFP® and holds a Series 66 license with 26 years of industry experience. He has been with Summit Wealth Partners, LLC since 2015 and also serves as managing member of Signature Financial Strategies, LLC, where he is involved in sales of fixed insurance and annuity products as well as business seminars, consulting, and coaching. Summit Wealth Partners serves individuals, including high-net-worth clients, and a variety of institutional and tax-sheltered entities across more than 20 states. The firm provides wealth management, investment advice, and pension consulting with an investment approach that emphasizes diversification, strategic asset allocation, and tax efficiency through the use of registered funds and third-party managers when appropriate.

Omar Bhangia is a financial advisor at Summit Wealth Partners, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Fifth Third Wealth Advisors LLC, US Bank Wealth Management, and PNC. Summit Wealth Partners serves individuals, including high-net-worth clients, as well as institutional and tax-sheltered entities across more than 20 states. The firm offers wealth management, investment advice, and pension consulting with a focus on broad diversification, strategic asset allocation, and tax-efficient investment strategies.

Sharon Hooper is a financial advisor at Summit Wealth Partners, LLC with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Summit Wealth Partners since 2020, following six years at ARGI Investment Services. She is also involved with Summit Asset Protection Group, an affiliated firm that provides insurance products. Summit Wealth Partners is an SEC-registered advisory firm serving individuals, including high-net-worth clients, and various legal entities with wealth management, investment advice, and pension consulting services. The firm manages approximately $629.7 million in assets and employs a diversified, asset-class oriented investment approach using pooled vehicles, strategic asset allocation, and periodic rebalancing based on academic models.