Summit Brigade- Educate. Insure. Empower.
Our Services
We offer a complimentary Financial Needs Analysis to help you understand where you are financially and how to reach your goals. This personalized report covers key areas like income protection (life insurance), debt management, savings, and retirement planning. No cost, no pressure—just real education to help you make confident financial decisions.
Book an appointment
Welcome to Summit Brigade LLC!
We’re excited to welcome you to Summit Brigade LLC, where our mission is to empower families and individuals through financial education, life insurance solutions, and strategic planning for a secure future. We believe everyone deserves access to clear, honest financial guidance—and we’re here to help you every step of the way.
Scheduling Your Appointment
Booking your session is simple! Just select your preferred date and time through our online scheduler or by contacting us directly. After scheduling, you’ll receive a confirmation email with next steps and any necessary forms to complete before your appointment. Please try to arrive (or log in) a few minutes early to ensure we can start on time.
Before We Meet
To make the most of your session:
Have any relevant financial documents available (if applicable)
Come with any questions or concerns you'd like us to address
Be ready to discuss your goals so we can tailor the experience to you
We look forward to working with you and helping you build a brighter financial future!
— Summit Brigade Team
Who We Are — The Summit Brigade Story
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:
We Listen – Your story matters. We want to hear where you're at and where you want to go.
We Educate – We break down your options in plain, everyday language. No confusing jargon.
We Guide – Together, we build a personalized game plan—at your pace and with your goals in mind.
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
Contact Us
Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!