Support

"Hey, my name is Jamie Cochran. I'm a Financial Advisor in Memphis, Tennessee. Even before I joined Summit Wealth Group, I felt a lot of support from David and the Summit Wealth Group team with my onboarding process, because it's a stressful situation when you're leaving another broker-dealer or another firm and going somewhere else. But they held my hand the whole way, and once I arrived, I got everybody's support, and I've learned so much, not just from David, but the entire summit team. We collaborate not just on ideas about investments or financial planning, but on business planning, on marketing, on how to navigate particular client situations and conversations. So nobody has ever made me feel like I wasn't part of the team. From the get-go, I was welcomed with open arms, and it's been a fantastic, fantastic leap for the Memphis office. It's been really exciting to see the growth that we've had."

-Jamie Cochran, CFP®