Ryan McCloskey, CFP®

Financial Planner & CCO

Throughout my experience in the financial services industry, I’ve witnessed the impact that planning, or perhaps more importantly, the lack thereof, can have on families. At certain times we all have choices to make as we prepare for and respond to life events. I’m proud to be part of an organization whose core mission is to partner with clients to make better financial decisions, so that they can feel more secure and confident about their futures.

I joined Summit in the spring of 2018 after 15 years with Lincoln Financial Advisors. My experience in leadership there taught me that the most important thing we do as Advisors is build trust by always putting our clients needs first. This “Serve First” philosophy has been ingrained in me as a fundamental key to our business. I’m passionate about finding new and better ways that we can serve our clients, using proven processes, systems, and technology to deliver service and support in a way that distinguishes us as a premier provider of highly customized advice.