Summit Wealth Management Group, Inc.

Neil Westerman is a financial advisor with Summit Wealth Management Group, Inc. in Camarillo, CA. He holds a Series 66 designation and has 17 years of industry experience. His prior work includes roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Lincoln Financial Advisors. Summit Wealth Management Group serves individual investors, trusts, estates, and business entities, with a significant high-net-worth client base. The firm provides discretionary asset management through LPL Financial’s Strategic Wealth Management platform, offering diversified portfolios and tiered financial planning packages.

Karen Jones is a financial advisor at Summit Wealth Management Group, Inc. with nine years of industry experience. She holds the Series 66 designation and has worked at firms including LPL Financial, Screaming Eagle Wealth Management, Commonwealth Financial Network, MML Investors Services, Massachusetts Mutual Greater Pacific, and MetLife Securities. Summit Wealth Management Group provides investment management and financial planning to individual investors, trusts, estates, and business entities, with a focus on high-net-worth clients. The firm offers discretionary asset management through LPL Financial’s Strategic Wealth Management platform, diversified portfolios, and tiered planning packages supported by a small advisory team.

Christina Zins is a CFP® with nine years of industry experience, currently serving as an advisor at Summit Wealth Management Group, Inc. in Camarillo, CA. She has worked with both Summit Wealth Management Group and LPL Financial since 2016. Summit Wealth Management Group provides investment management and financial planning services to individual investors, including a significant high-net-worth clientele, as well as trusts, estates, and business entities. The firm employs diversified allocations and in-house model portfolios, offering both wrap-fee and non-wrap accounts through LPL Financial’s platform.

Gerald Zins Jr. is a CFP® and ChFC® with 39 years of experience in the financial industry. He has worked at Summit Wealth Management Group, Inc. since 2014 and has been affiliated with LPL Financial since 2002. In addition to his advisory role, he serves as CFO of a family business and as a for-profit board member. Summit Wealth Management Group provides investment management and financial planning services to individual investors, trusts, estates, and business entities, with a focus on personalized portfolio supervision and diversified allocations. The firm manages approximately $226 million in assets and offers tiered planning packages alongside discretionary asset management through LPL Financial’s platform.