Broker Check

Madison, Mississippi Branch

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:

  • 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 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. 

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 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.

Madison Team

Christopher E. Wells, CFP®, AIF®

Vice-President

601-856-7975

cwells@summitwealthgroup.com

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

joller@summitwealthgroup.com

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

601-856-7975

bwells@summitwealthgroup.com

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.

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Jodi McNeese

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...

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Contact Us

Office location: 1597 Highland Colony Parkway, Madison, MS 39110

Phone: 601-856-7975

Fax: 601-605-8638

Free Consultation

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