Reach Your Summit Podcast

At some point, everyone will face complicated money-related decisions. Each Tuesday, join us for a brand-new episode with personal finance topics aimed to provide you with the clarity you are looking for on your financial journey.

This podcast, hosted by Summit Wealth Group, is meant to provide practical advice to help the average person discover new financial strategies including ideas on how to better manage your budget, pay down debt, retirement planning ideas, wealth-building, and tax minimization strategies.

Join hosts Jamie Cochran, CFP®, Financial Advisor, Nicole Davis, Director of Financial Planning Services, and Stephanie Brinkman, Marketing Administrator as they bring a variety of perspectives to the discussion.

If you have feelings of confusion and uncertainty about your financial future, or simply want to learn more about personal finance, join us as we help you navigate the path to a better, more secure future.


Meet Your Hosts

Jamie Cochran, CFP® | Financial Advisor

Jamie Cochran, CFP® | Financial Advisor

Jamie Cochran, CFP® is a Financial Advisor out of Summit Wealth Group’s Memphis, TN office. Jamie brings the advisor’s perspective to the show, often using actual examples of stories he has been a part of with clients!

In case you didn't know... Outside of Summit, you can find Jamie spending time with his wife and daughter, gardening and cooking up Memphis-style BBQ. Ask him about his homemade pickles!

Nicole Davis | Director of Financial Planning

Nicole Davis | Director of Financial Planning

Nicole Davis is Summit Wealth Group's Director of Financial Planning. Since Nicole's focus is on planning, the perspective she brings is on how the topic relates to your long-term picture and the financial decision-making process. You will not find Nicole working out of one of Summit's branch office. Instead, she works remotely from her home in Virginia.

Something else you should know... Nicole is a bit of a thrill-seeker. She enjoys off-roading in her Jeep, white water rafting, hiking, and snowboarding. She also played Rugby in college!

Stephanie Brinkman | Marketing Administrator

Stephanie Brinkman | Marketing Administrator

Stephanie Brinkman is Summit Wealth Group's Marketing Administrator and brings a unique perspective to the discussion. As the only host without a formal education in finance, Stephanie helps keeps the conversation at a level where everyone can understand!

ALSO... Stephanie's first vehicle was a ’93 Jeep that was used for drivers ed. Ironically, it didn’t have any airbags. Her family nicknamed it the “tin can”.