Reach Your Summit Podcast

How Your Financial Advisor Can Provide Value During Open Enrollment

December 05, 2022 Summit Wealth Group
Reach Your Summit Podcast
How Your Financial Advisor Can Provide Value During Open Enrollment
Show Notes

Do you know how your Financial Advisor can provide more value to you during open enrollment? Listen now to find out how. 

Hosts: 
Jamie Cochran, CFP® | Financial Advisor 

Jamie joined Summit Wealth group recently after working as a financial advisor at a regional firm over the last decade. His career in the logistics field prior to joining the financial world opened up the opportunity for him to teach and train others. After graduate school, Jamie took this skill and applied it to guiding his clients through their own personal financial plans. Jamie and his team can clarify your options and help you make sound decisions, whether you’re retiring, running a business, or just getting started. Jamie also works with many medical professionals and regularly lectures at the Southern College of Optometry and the University of Tennessee Health Science Center.

  

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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