Serving our clients' diverse financial needs including: Investment Advisory, Retirement Planning, Business Benefits & Strategies, and Insurance & Annuity Solutions. We know that money has no real value until it’s used to enrich lives — to create moments of joy, freedom, and fulfillment. That’s why we take the time to truly understand each client’s story, dreams, and values. Together, we design personalized financial plans that empower you to live your most beautiful life — with confidence, clarity, and purpose. We honor the years of dedication and sacrifice it takes to build wealth and success. Our mission is to help you protect what you’ve worked for, enjoy what you’ve earned, and create a legacy that lasts for generations. At Summit Ridge, we’re not just guiding finances — we’re helping build lives worth celebrating. I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions. Neither Summit Ridge Financial Group, LLC., nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Summit Ridge Financial Group LLC. is not owned or operated by New York Life Insurance Company or its affiliates.
300 Green ave. Gillette, WY
82716
(307)-686-2157
