Learn about our Members
Welcome! All Summit Study Group members are chosen based on a high standard of criteria and are top professionals in their respective fields of expertise.
Daniel S. Ball, ChFC, CLTC
Ball Financial Services Company
3 Oak Street
Westborough, MA 01581
Phone: (508) 366-7901
https://www.ballfinancialservices.com
Richard L. Farrar, CFP®, ChFC, CLU, AEP
Totus Wealth Management
781 Chestnut Park Lane
Hoover, AL 35226
Phone: (205) 277-8937
Holly A. Magister, CPA
Enterprise Transitions, LP
3875 Old William Penn Highway Suite 3
Murrysville, PA 15668
Phone: (724) 733-2548
holly@enterprisetransitions.com
Kraig Mickelsen, CFP®
KRM Financial Services
555 South Randall Road Suite 222
St. Charles, IL 60174
Phone: (630) 377-8760
Fax: (630) 377-8769
kraig@krmfinancial.com
Stephen N. Frank AIF®
Investment Partners, LTD
5775 Perimeter Drive
Suite 110
Dublin, OH 43017
Phone: (614) 761-9087
Fax: (614) 761-9203
sfrank@invp.com
Scott W. Krizner ChFC
KB&P Financial Partners
49 E. College Ave., Suite 200
Springfield, OH 45504
Phone: (937) 390-8750
Fax: (937) 390-8755
https://www.yourfinancialteam.com
Andrew Dorr CFP®
Insight Wealth Group
6600 Westown
Parkway Suite 190
West Des Moines, IA 50266
Phone (515)273-1333
https://www.insightwealthgroup.com
Minoti H. Rajput, CFP®, RFG
Emeritus Member
Patrick Sgroi, President
Sgroi Financial
965 Union Road
West Seneca, NY 14224
Phone: (800) 989-6710
Fax: (716) 674-6822
PatS@sgroifinancial.com
Ashley Dorroh Galler, CFP®
Summit Group of Virginia
5029 Corporate Woods Drive
Suite 200
Virginia Beach VA 23462
Don Tharp, CFP®, MSFS, CAPTM
Emeritus Member
