Ridgeland, Mississippi Branch

Founded over 15 years ago, Financial Advisors, Christoper E. Wells, CFP®, AIF® and Josh Oller, CFP®, have an established reputation in the Ridgeland, Madison and Jackson, MS areas for providing customized, high-level, fee-based financial planning services to their clients. The Ridgeland team works with clients all over the country in all areas of finance, including:

  • Customized wealth-building strategies
  • Retirement income planning
  • Portfolio management
  • Estate planning
  • College, major expenses, and budgeting
  • Tax strategies
  • Inheritance or sudden windfall planning strategies

The Ridgeland branch works with clients in all stages of life, and is committed to helping you navigate the path to a better, more secure future. 

Advisor Spotlight

<b>Christopher E. Wells, CFP&#174;, AIF&#174; |&#160;</b>Vice President

Christopher E. Wells, CFP®, AIF® | Vice President

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.

<b>Josh Oller, CFP&#174; |&#160;</b>Financial Advisor

Josh Oller, CFP® | Financial Advisor

Josh Oller joined Summit Wealth Group in July of 2019 working alongside Chris Wells as a financial advisor in Summit's Ridgeland, 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. 

Madison Team

Christopher E. Wells, CFP®, AIF®

Vice President



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®

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Josh Oller, CFP®

Financial Advisor


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. 

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Becky Wells

Financial Assistant



Becky joined Summit Wealth Group's Ridgeland, Mississippi, office as an administrative assistant in August 2007. She graduated from Millsaps College with a BA in English in 1992.

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Jodi McNeese

Financial 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...

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Contact Us

Office location: 271 Trace Colony Park Drive, Suite B, Ridgeland, MS 39157

Phone: 601-856-7975

Fax: 601-605-8638

Hours: 8 AM - 5 PM Monday - Thursday, 8 AM - 3 PM Friday

Free Consultation

Thank you!