In 2014, Brandon and his partners founded Summit Wealth Management. Before starting Summit, Brandon worked as a financial advisor for nineteen years at Smith Barney and Morgan Stanley, accumulating over 25 years of experience in the field.

Originally from Ohio, Brandon was a student-athlete at The University of Iowa, where he met his wife, Rhonda, a fellow alumnus and athlete. In 1997, Rhonda, who grew up in Salem, convinced Brandon to move out west.

The couple has made Salem their home, raising three children and actively participating in the community. They can often be found cheering on their kids at tennis matches and engaging with Salem Heights Church and various other local organizations. Brandon serves as a Board Member for the Salem Area Chamber of Commerce and is a Founding & Past Board Member of Children's Nursing Specialties. He is also a Past President of the Salem Sunrise Rotary.

As a Financial Advisor and founding member of Summit Wealth Management, Richard is committed to helping his clients meet their financial needs and achieve their investment goals. Navigating the financial markets has become increasingly challenging, but with over 35 years of experience in the financial services industry, Richard is well-equipped to assist you. He can help you develop effective strategies, diversify your holdings, and provide ideas designed to reduce risk and preserve your wealth.

Before entering the financial services industry, Richard earned a Bachelor of Science degree in Business Administration from the University of Oregon. After graduating, he spent four years working at U.S. National Bank and then took a position with Shearson Lehman Brothers, where he successfully completed an 18-month financial advisor training program.

Born and raised in Salem, Oregon, Richard is proud to be a third-generation Salemite. He has been happily married for 37 years and is the father of three beautiful daughters.

Richard looks forward to extending his services to you and your family. As his client, you can expect the best investment ideas, along with a commitment to honesty, integrity, and exceptional customer service.

Krystan grew up in Salem and was active in sports at Sprague High School. She then attended the University of Oregon, where she earned her Bachelor of Science in Sociology.

After completing her degree, Krystan moved to Portland, where she held various leadership roles in the telecom, business management, and software industries, focusing on marketing, sales, customer experience, partnerships, and business development. During her time in the software industry, she worked at a data and artificial intelligence startup that rapidly grew and became a publicly traded company within a few years.

Outside of work, Krystan enjoys spending time outdoors with her friends and family. Her partner, Frank, and their dogs, Olly and Charlie keep her busy as they embark on new adventures together.

Before entering the financial services industry, Erika graduated from Willamette University in May of 2017 with a degree in Psychology, along with double minors in Spanish and Art History. Since graduating from college, she has held a variety of jobs, including serving as a Law Clerk at Willamette University College of Law and working as an Administrative Assistant at the Hallie Ford Museum of Art. For the past several years, Erika has been employed as a client services associate in the financial services sector, becoming a registered client services associate in Portland, OR with CGC Financial Services.

Erika grew up in Salem, OR with her parents and two younger twin sisters. In her free time, she enjoys reading, volunteering, being active outdoors, biking, studying film, and traveling.

Mary joined Summit Wealth Management in May of 2019. She has over 20 years of experience in client services. She received her bachelor’s degree in Business Administration from Western Oregon University. Mary grew up in Oregon and loves exploring the outdoors with her husband, Shawn, and their four children.

In her position as a Client Services Associate, Mary is one of the first voices that many people hear when they call Summit Wealth Management. Her responsibilities include account administration & updates. Her attention to detail makes her the perfect point person for our system administration and new client paperwork. Mary keeps our team organized and operating efficiently while also prioritizing client satisfaction.

Mary performs multiple tasks, including assisting clients with questions or needs, and account-related details while also ensuring all appropriate and required account documents are acquired and updated. Mary also assists with the transfer of funds and securities, along with issuing checks per client requests. If you need any help with your account opening or maintenance, Mary is more than happy to help you.

Kirsten has worked in customer service for over 20 years in various capacities. Including hotel services, sales & catering, swim instructor, lifeguard, at-home daycare, and in-home health care. On top of raising seven kids with her husband Bronson, she volunteers at her kids' schools, and for all the kids’ extra activities. She has been on Parent Club, Swim Team & Water Polo Parents Boards.
 
She was born and raised in Portland, OR, and moved to Salem with her husband and then only one child with one on the way, in 2002.  She misses Portland but calls Salem home now. Between watching her kids dance, play sports, and perform in music recitals, she enjoys traveling, camping, and visiting family.  She is excited to be working and helping to make every client know they are welcome and important.

Lela joined Summit Wealth Management in September of 2024. She received her high school diploma at South Salem High School in 2023 and is currently attending Central Oregon Community College working towards her business transfer degree. Lela grew up in Salem Oregon and lived in Bend Oregon for her first year of college. She switched to online courses this year to stay in Salem to pursue a career with Summit Wealth Management and to teach dance at Salem Aerial Dance Company. Lela’s passion is dance. She has been dancing since she was 4 years old and particularly loves ballet, modern, and aerial (circus arts). Along with dance, Lela also enjoys camping, crocheting, and spending time with her friends and family.

Lela has entered the role of Administrative Assistant at Summit. She is at the front desk in reception. Her job is to make the lives of the financial advisors and client associates a little easier and to make sure every client feels welcome and important.