Benefits of Joining Summit Wealth Group: Financial Operations

CFO, Controller, and Bookkeeper

At Summit Wealth Group, we believe elite advisors deserve more than just back-office support; they deserve a financial operations team that thinks like a business partner. That’s why we a dedicated CFO, Controller, and Bookkeeper who work in sync to help you run a more profitable, scalable, and future-ready practice.

Meet the Financial Operations Team

Larry Conmy

Director of Finance

Alisa Cordova

Corporate Bookkeeper

About Larry

Larry joined Summit Wealth Group in July 2023 and serves as the company's Director of Finance. He graduated from Florida Atlantic University in May 2014 with a Bachelor of Science degree in Business Economics. After starting in an entry-level accounting position with his previous company, Larry followed the advice his boss gave him and decided to pursue a CPA license. After four years of taking courses and studying for the CPA exams, Larry obtained his license in 2018.

Larry previously served five years in the United States Marine Corps and completed two deployments to Iraq. He has been happily married to his wife, Judith, for seven years, and they have two sons. After living in South Florida for most of their lives, they moved to Colorado in September 2021. Larry is a die-hard fan of the New York Yankees and loves going to games whenever possible. As a family, they enjoy being outdoors and exploring all the activities that Colorado has to offer, including museums, parks, playgrounds, and zoos.

If you are an elite solo advisor or ensemble looking to scale, thrive, and secure your legacy, getting started is easy:

  • Click "Join Summit" to schedule a meeting.

  • We will connect with you to discuss the opportunity to join Summit or sell your book.