Summit Wealth and Retirement Partners

Harold Porter is a financial advisor at Summit Wealth and Retirement Partners with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Mutual Securities, Inc., VSR Advisory Services, and Vsr Financial Services. Outside of his advisory role, he is a passive owner of Summit Tax Planning Inc., a firm providing tax preparation, bookkeeping, and payroll services. Summit Wealth and Retirement Partners serves individuals, high-net-worth households, business entities, and charitable organizations with investment management, financial planning, and pension consulting. The firm emphasizes diversified, risk-based portfolio allocations using no-load mutual funds and ETFs, with an investment approach combining fundamental analysis and long-term investing.

Donald Mc Closkey is a CFP® professional with 22 years of experience in the financial industry. He has worked with Summit Wealth and Retirement Partners since 2018 and previously spent 14 years at Lincoln Financial Advisors. Mc Closkey also holds a role as Branch Principal at Mutual Securities, Inc., where he oversees compliance and supervises registered representatives. Summit Wealth and Retirement Partners serves individuals, high-net-worth households, business entities, and charitable organizations by providing investment management, financial planning, and pension consulting. The firm emphasizes diversified, risk-based portfolio allocations and long-term investing, offering both discretionary and non-discretionary services.

Jennifer Butler is a CFP® with 13 years of industry experience, currently serving at Summit Wealth and Retirement Partners. She has worked at Summit Wealth and Retirement Partners since 2016 and held prior roles at Mutual Securities, Inc. and VSR Advisory Services, Inc. Outside of her advisory work, she is a freelance cellist performing at various functions. Summit Wealth and Retirement Partners serves individuals, high-net-worth households, business entities, and charitable organizations with investment management, financial planning, and pension consulting. The firm focuses on risk-based, long-term investing through diversified allocations to no-load mutual funds and ETFs and offers both discretionary and non-discretionary services.

Dustin Burkhart is a CFP® and holds a Series 65 license, with four years of industry experience. He is currently with Summit Wealth and Retirement Partners and has previously worked at Summit Tax Planning Inc., Whitaker-Myers Wealth Managers, Ltd., Wayne Savings Community Bank, and 21st Century Financial. In addition to his advisory role, he prepares tax returns as a contractor for Summit Tax Planning, Inc. Summit Wealth and Retirement Partners serves individuals, high-net-worth households, business entities, and charitable organizations, offering investment management, financial planning, and pension consulting. The firm uses diversified, risk-based allocations primarily through no-load mutual funds and ETFs, combining fundamental analysis with an emphasis on long-term investing.

Scott Terry is a CFP® with 36 years of industry experience, currently serving at Summit Wealth and Retirement Partners since 2019. He previously worked at Lincoln Financial Advisors Corporation for 30 years and Mutual Securities, Inc. for four years. Outside of financial advising, he operates a small farm supplying produce to local restaurants and has published a book as well as written for newspapers and online publications. Summit Wealth and Retirement Partners serves individuals, high-net-worth households, business entities, and charitable organizations with investment management, financial planning, and pension consulting. The firm’s approach combines fundamental analysis with risk-based asset allocation, focusing on long-term investing and ongoing account monitoring.

Nicholas Lemus is a CFP® and CFA® with experience at Summit Wealth and Retirement Partners, Great Pacific Securities, and MUFG Union Bank. He has been with Summit Wealth and Retirement Partners since 2023. Summit Wealth and Retirement Partners serves individuals, high-net-worth households, business entities, and charitable organizations by providing investment management, financial planning, and pension consulting. The firm emphasizes diversified, risk-based asset allocation, long-term investing, and offers discretionary and non-discretionary services with ongoing account monitoring.

Robert Cucchiaro is a CFP® with 23 years of experience in financial advising. He is currently with Summit Wealth and Retirement Partners, where he has worked since 2012, and has held roles at Mutual Securities, Inc. and GLG Consulting. In addition to his advisory work, Cucchiaro is involved in financial advisor coaching through his ownership of Financial Advisor Field Guide and its related book and coaching program. Summit Wealth and Retirement Partners serves individuals, high-net-worth households, business entities, and charitable organizations, providing investment management, financial planning, and pension consulting. The firm emphasizes risk-based asset allocation and long-term investing, and it operates in affiliation with an accounting practice to offer integrated tax and financial services.