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About Summit Wealth Planning

Hear From Our Founder

Behind every financial plan is a person who believes deeply in the work. In this short video, Jeff shares the experiences that shaped Summit Wealth Planning and why helping families build long-term clarity and confidence matters to him.

If his story resonates with you, we would welcome the opportunity to learn yours.

Guidance Built on Experience and Trust

At Summit Wealth Planning, we help individuals and families navigate complex financial decisions with clarity and confidence. Our role is to simplify the moving parts of your financial life so you can focus on what matters most: your family, your business, and your future.

Choosing a financial advisor is personal. It is not a decision to take lightly. We believe trust begins with understanding who you are working with and what shaped their perspective.

Our Story

Summit Wealth Planning was founded with a vision to provide comprehensive retirement income planning rooted in experience, objectivity, and long-term relationships.

Jeff’s background on a fifth-generation family farm shaped his belief that the good years require preparation for the uncertain ones. Today, that philosophy guides how we serve individuals and families throughout Eagle and the greater Boise area.

Our Approach

Financial planning is more than managing investments. It is about clarity, coordination, and long-term alignment so you can move forward with confidence.

Guidance

We simplify financial complexity so you can focus on what matters most.

Education

We help you understand your options so decisions feel informed, not overwhelming.

Independent Advice

As independent advisors, our strategies are built around your goals, not proprietary products.

Coordination

We collaborate with your tax and legal professionals to keep your financial plan aligned.

Meet the Team Behind the Guidance

Financial planning is personal. Our team is committed to building lasting relationships and providing guidance that evolves as your life changes.

Meet Our Team