Financial planning can be a very complex subject and even overwhelming at times. Listen to find out how implementing this 3-bucket approach can simplify things for you.
3-Bucket Approach Mural: Click Here
Dave Adams | Senior Wealth Advisor
Dave's main goal is to be a trusted behavioral investment counselor for his clients so that they will feel comfortable delegating the day-to-day management of their investable assets to him. He desires to help them embrace a goal-focused and plan-driven investment strategy exclusively designed for them. As an Investment Adviser Representative of Commonwealth Financial Network®, he wants to:
Dave and his wife were trained several years ago through Larry Burkett's Christian Financial Concepts (now Crown Financial Ministries) to be family budget and debt counselors. For many years, they did this as an avocation, never taking a dime for their services. Dave developed a heart for helping people get their "financial house" in order and decided to become a full-time investment advisor in 1994. He still has the same motivation today that drew him into financial consulting in the first place: "to help clients experience peace and purpose with their finances." He has expanded his planning process to include True Wealth planning. True Wealth planning builds upon the financial planning model, but it adds one additional critical step—helping you pair your assets with your life's purpose. This may sound like a high and mighty ideal, but this is the additional critical step that is so often missing in financial planning.
Stephanie Brinkman | Marketing Administrator
Stephanie Brinkman joined Summit Wealth Group as the Marketing Administrator in February of 2021. She has a Bachelor of Science in Marketing with a minor in Graphic Design from Southwest Minnesota State University in Marshall, MN.
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Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.