Broker Check

Hello! Thanks for meeting!

It is always a pleasure to have a chance to reconnect. If you would, please answer the brief survey questions below. This will help make sure we've covered all our bases. Our team at Summit Wealth Group is deeply grateful for the trust and confidence you've placed with us. I look forward to speaking with you again soon!

-- R. Scott Marks, CFP®, CRPC® | Financial Advisor