Manifesto

Most therapists see a therapist.

The Seattle Seahawks have almost as many coaches as players.

And even the most seasoned climber doesn’t summit Everest without a Sherpa.

You know why?

Because having a guide helps.

If you don’t know the way, a guide is indispensable.

But even if you’re an expert or well on your way, a guide can offer assurance, show you a few shortcuts and make sure you don’t stray off course.

We are guides.

And we help people navigate something far more compelling than a trail or path or investment opportunities and the market.

We don’t start a relationship by offering hot stock tips and patent-pending investment strategies.

We sit down and get to know our clients.

Where are they in their lives?

What makes them happy and fulfilled?

What do they want from their future?

Once we know where they are and where they want to go, we can set out on a journey to get there together.

And hey, if we decide we want to change where we’re going or take a different route, that’s okay too.

We’re expert guides, so we can help even the most sophisticated investor, but we pride ourselves on making the complicated easy to understand for everyone.

So we don’t put our arms around a client’s portfolio and drag it over to our side of the table and tell them we’ll take it from here.

We work with our clients to make sure they understand and are invested in the decisions we make.

We don’t sell our clients products; we help them make choices.

About the kind of life they want to live.

About when and how they want to retire.

And what kind of legacy they want to leave behind for their families, their communities, and the world.

We are Summit.

And we know it’s a bit cheesy, but darn it, we believe this to be true.

We guide our clients towards their dreams.

 

We are an award-winning, client-driven wealth management firm with clients spanning the globe. We’re a small team, but we’re partnered with the Commonwealth Financial Network, which means we offer the best of both worlds. We don’t have a lot of internal hierarchy, so we’re focused on our clients and their business, instead of our own. And yet we have the resources, expertise and comprehensive range of services of a much larger company.

We pride ourselves on being professional and are very, very good at what we do. We also love what we do, and we aren’t afraid to show it. We’re headquartered in Gig Harbor because it’s an incredible place to live, and we love being an active and engaged part of our community.

Let’s meet the team.

Ed Grogan, CFP®, CLU®, ChFC®, AIF®
President

Ed is originally from Whitefish, Montana, and moved to the Northwest to attend Pacific Lutheran University, where he graduated magna cum laude. Each summer he worked as a whitewater guide where he learned what it meant to be a partner on someone else’s journey.  He entered the world of finance soon after and gained experience and confidence to start his own firm in 2001.

The vision for Summit was to create an independent wealth management firm focused on the client. Not just their finances, but the whole person, their dreams, their fears, their emotional well-being and happiness. It’s worked. Ed has been named a 5-star wealth manager for every year since 2012, Summit has clients throughout the world, and, perhaps most tellingly, has a 92% retention rate.

Ed lives in Gig Harbor with his wife, Anna-sara, and their six amazing children. Part of the legacy he wants to leave is a lasting impact on his community, so he’s deeply committed to volunteering, and serves on multiple charitable boards. He’s currently chair of the board of regents for Pacific Lutheran University and has served for the past 14 years on local boards and organizations including Point Defiance Zoo Society, where he served as board president, and the Greater Tacoma Community Foundation, where he also served as chairman of the board.

Molly Hill
Vice President of Operations

Molly was born and raised in Columbus, Montana, and also came to the Northwest to attend Pacific Lutheran University. She started at Summit as an intern while she was still in school but earned her place in the firm with her integrity, dedication, and passion, and lucky for us, she hasn’t left since.

As vice president, she’s in charge of the management of personnel, office operations, and, most importantly, client service, for which she received Commonwealth Financial Network’s national award of Staff Person of the Year. She holds her FINRA Series 6, 7, and 63.

Molly lives in Port Orchard with her husband, Dustin, and their adorable children Pepper and Dexter.

Hannah Elkins
Executive Assistant

Hannah was born and raised in Gig Harbor, Washington, and then attended Western Washington University. She interned at a CPA firm in Bellingham and at Amazon as a customer experience intern, and brings her skills in accounting, client services, and customer relationship management training with her to Summit.

As our client concierge, Hannah is probably the first person you’ll meet here at Summit, and she’ll help make sure your journey with us starts on the right foot. She holds her FINRA Series 7 and 63.

She lives in Tacoma with her cat, Merlot, and is obsessed, as in OBSESSED, with Beyoncé.

Anna-sara Home, MA
Operational Support

Anna-sara was born and raised in Gig Harbor, Washington, and received her graduate degree in education, which enabled her to teach preschool all the way up to fifth grade. Recently, she left the education field and joined us here at Summit Wealth Management.

As our operational support person, she runs our bookkeeping operations and ensures our clients and staff are well cared for. From helping to create a fun but professional environment to planning our annual client appreciation event, Anna-sara’s influence can be felt throughout the organization.

Anna-sara lives in Gig Harbor with her husband, Ed, the President of Summit Wealth Management, and their six children. Together with Ed she is committed to having a positive impact on their community.

Stephen Aita
General Counsel

Steve was born in Boston, Massachusetts, and raised in Tacoma, Washington, making him a Red Sox and Seahawks fan. He is a cum laude graduate of Rocky Mountain College, and received his law degree from the Willamette University College of Law. He was first licensed to practice law in 1996 and started out as an Associate Attorney at a Seattle firm, founded his own firm with a few partners, and most recently has practiced in Seattle and Gig Harbor as a solo practitioner.

Steve served as general counsel for nearly 100 businesses and nonprofits of all sizes, assisting with business formation, governance, contract and lease negotiation and review, employment issues, real estate and commercial transaction, as well as any and all related litigation, which is what he’ll be doing for Summit Financial Group now that he’s joined us as our General Counsel.

Steve is a member of numerous associations, foundations, and councils, and commits a substantial amount of his time volunteering for pro bono legal services organizations and serving on charitable boards. He has worked with the State Bar Association’s Lawyer-to-Lawyer program, the Washington Lawyers for the Arts, and Lawyers Helping Hungry Children. He is a pro bono attorney for the King County Bar Association’s Volunteer Attorneys for People with HIV/AIDS program, Washington Attorneys Assisting Community Organizations, the Pierce County AIDS Foundation, and Chair of Board at Judson Park.

Commonwealth Financial Network

Summit Wealth Management is a significant cog in the billion dollar boutique that is Commonwealth Financial Network.

Commonwealth is the largest privately held broker/dealer in the country, with offices in Waltham, Massachusetts and in San Diego, California. We partner with them because of their independence, which means there is no pressure to promote a particular product or strategy as there are no shareholders to please, so we are free to act solely in the best interests of our clients.

We are required to work with a broker/dealer to buy and sell products on behalf of our investors, but we rely on Commonwealth for a lot more. They have an incredible team of investment research specialists who we regularly confer with about trades and the market, and a team of advanced planning specialists who help us with strategies to help plan for our client’s future.

CFN Research Team

Our partnership with Commonwealth Financial Network®, a leading independent broker/dealer, provides us access to a team of investment research specialists who assist us in our efforts to provide you with the best possible service. Each of the professionals on this team brings a breadth of experience in the industry and within his or her own specialization.

Learn more about the Commonwealth research team here.

CFN Planning Team

Our partnership with Commonwealth Financial Network®, a leading independent broker/dealer, gives us access to a team of advanced planning specialists who can help us provide you the best possible service.

Learn more about the Commonwealth planning team team here.

Not Convinced?

Read our Manifesto, it’s a real tear jerker.

Manifesto