At Summit Brigade LLC, we started with a simple belief: everyone deserves a clear path to financial peace of mind—no matter their background, income, or experience.

Our name says it all. “Summit” represents the goals we help our clients reach—the peak of their financial potential. “Brigade” is the team mentality we bring to every relationship: no one climbs alone. We’re here to guide, educate, and walk with you on the journey.

Where We Came From

Summit Brigade was born out of a passion for service. After seeing firsthand how many families were left in the dark about life insurance, budgeting, and planning for the future, we knew something had to change. We’re not just in this business to make sales—we’re here to make a difference. Our mission is to bridge the financial gap for working families and equip them with tools to thrive.

Our Process

We keep it simple and real:

1. We Listen – Your story matters. We want to hear where you're at and where you want to go.

2. We Educate – We break down your options in plain, everyday language. No confusing jargon.

3. We Guide – Together, we build a personalized game plan—at your pace and with your goals in mind.

4. We Empower – Whether you’re protecting your family with life insurance or starting your path toward financial independence, we help you take action with confidence.

What Inspires Us

We’re inspired by the single parent trying to secure a future for their kids. The recent grad ready to take control of their finances. The hard-working family tired of living paycheck to paycheck. Our clients are our inspiration—and we’re honored to serve them.

We’re not your average financial team. We’re relatable, we’re real, and we’ve got your back.

Let’s rise together.

— Summit Brigade Team