Founded over 15 years ago, Financial Advisors, Christoper E. Wells, CFP®, AIF® and Josh Oller, CFP®, have an established reputation in the Madison / Jackson, MS area for providing customized, high-level, fee-based financial planning services to their clients. Located inside the BankFirst Madison branch off of Highland Colony Parkway, the Madison team works with clients all over the country in all areas of finance, including:
The Madison branch works with clients in all stages of life, and is committed to helping you navigate the path to a better, more secure future.
Chris Wells has been in the financial services industry for over 20 years, and holds the highly sought after CFP® designation. Chris prides himself on being able to relate to many different people and building a genuine connection with them through whatever transition, challenge, or opportunity they might be facing. Chris believes all of his client relationships should start with creating a written financial plan. This serves as a basis for providing more advanced and customized strategies for tax planning, investment allocation, and retirement income to reach each client's unique desired lifestyle, for both the present and in retirement.
Josh Oller joined Summit Wealth Group in July of 2019 working alongside Chris Wells as a financial advisor in Summit's Madison, MS branch office. Josh recently completed his financial planning curriculum through the College for Financial Planning and is currently a candidate for the CFP® certification. Josh spends time with Chris in an advisory role and is also part of Summit's financial planning department.
Chris, Vice-President of Summit Wealth Group (SWG), is a CERTIFIED FINANCIAL PLANNER™ practitioner. He is a Registered Representative and Investment Advisor Representative of Commonwealth Financial Network®
Josh Oller joined Summit Wealth Group in July of 2019 working alongside Chris Wells as a financial advisor in Summit's Madison, MS branch office.
Becky joined Summit Wealth Group's Madison, Mississippi, office as an administrative assistant in August 2007. She graduated from Millsaps College with a BA in English in 1992.
Team Support Administrative Assistant
Jodi joined Summit Wealth Group in 2019, as a Team Support Administrative Assistant. She brings over 20 years of experience in the financial planning industry. Jodi previously worked with Randy Morris at Executive Financial Planning as...
Office location: 1597 Highland Colony Parkway, Madison, MS 39110