Our Team | Summit Wealth Planning - Experienced Financial Advisors

Meet the Team at Summit Wealth Planning

Experienced Guidance, Personal Relationships

At Summit Wealth Planning, we believe strong financial outcomes begin with strong relationships. Our team takes the time to understand your goals, family priorities, and long-term vision so we can build strategies that evolve as your life changes.

With experience across retirement income planning, investment management, tax-aware strategies, and legacy planning, we work collaboratively to provide comprehensive financial guidance tailored to each client’s situation.

Jeff Herbek, RICP®

Financial Advisor

(208) 810-4269

jeff@swealthplan.com

I have served as a Financial Advisor since 2007, committed to partnering with clients as they pursue their financial objectives and retirement aspirations. I hold a Bachelor of Science in Business Management from Boise State University...

Brian Crook

Wealth Manager

(208) 472-8850

brian@swealthplan.com

I bring over three decades of experience as a financial consultant, with a career that commenced at Piper Jaffray in 1993. Throughout my journey, I have navigated clients through the dynamic financial landscape, including a five-year...

Jason Haas

Operations Manager

(208) 810-4269

jason@swealthplan.com

I have been helping individuals in the financial industry since 1993. Prior to obtaining my bachelor’s degree from Northern Arizona University, I served in the United States Navy.I have served on several nonprofit boards and volunteer...

Ann Blackman

Administrative Assistant

(208) 810-4214

ann@swealthplan.com

I graduated from La Sierra University with a degree in Early Childhood Development Studies, which I put to good use as a teacher for 18 years. After several years of staying home to raise my children, I made the decision to return to...

Addison Herbek

Office Assistant

I am an office assistant who genuinely enjoys supporting others and creating a welcoming, organized environment. I have a natural talent for helping people feel taken care of, whether I’m assisting clients or keeping daily operations...

Why Clients Choose Summit Wealth Planning

✓ Guidance Through Every Stage
From building wealth to preparing for retirement and preserving legacy, our team helps clients navigate changing financial needs over time.

✓ Coordinated Financial Strategy
We integrate retirement income planning, investments, tax awareness, and risk management into one cohesive plan.

✓ Local Knowledge, Personal Service
We proudly serve clients throughout Boise, the Treasure Valley, and Eastern Oregon with personalized attention and responsive support.

Schedule a Complimentary Consultation