As the founder of Summit Wealth Group, Ted brings more than three decades of financial planning and portfolio management experience to his clients.
As a Certified Financial Planner Ted focuses on providing fee-only financial planning, retirement income analysis and portfolio management for individuals who are just getting started, preparing for retirement, or experiencing a sudden life event. As a fiduciary, Summit Wealth Group is dedicated to helping clients navigate the financial markets, bringing independent thought, guidance, and experience to each client situation.
Ted began his financial services career with Wells Fargo in 1989. By 1992 he had been promoted to Vice President and Regional Sales Manager.
In 1996, Ted transitioned to the role of Managing Director and was responsible for managing brokerage, investment management, private banking, trust, and insurance operations for a region of the Private Client Services Group.
In 2000, Ted returned to relationship management for the Private Bank. He served as a Senior Vice President and the senior partner of a team of investment professionals in Northern California.
In 2010, Ted founded Summit Wealth Group and in 2013 Summit Wealth Group became a Registered Investment Advisor. Summit Wealth Group is currently registered with the Securities and Exchange Commission as a national Registered Investment Advisor.
In 2021 Summit Wealth Group added a second location in Tulsa Oklahoma as well as client service locations in Texas, Arizona, and Florida.
Today, Summit Wealth Group has custodial relationships with Charles Schwab and LPL Financial while serving clients in 14 states with assets totaling over $115 million.
In 2022, Ted formed Integrated Tax Solutions to help current and future clients with tax planning and preparation as well as business formation.
Ted is actively involved in serving his community through various non-profit organizations. Ted is an ordained minister and has served for over 20 years as an Executive Pastor. Summit Consulting Group continues to consult church leadership teams throughout the country.
Ted and Andrea live in Tulsa Oklahoma and have two adult children, two daughters-in-love, and three grandsons.
After spending several years as a Legal Secretary in criminal law, Stephanie brought her administrative skills to the financial planning industry.
Summit Wealth Group welcomed Stephanie in 2020 where she manages office operations for all Summit Wealth locations. While primarily working out of the Fairfield location, Stephanie brings an excitement for building relationships with clients and creating seamless interactions.
Stephanie is a lifelong Solano County resident where she and her husband have raised 3 adult children and now enjoy being grandparents. When Stephanie isn’t in the office, you might find her serving at her local church, kayaking, volunteering for the Solano County Search and Rescue team, or enjoying a local coffee shop.
Luke Spinardi began his professional career in Information Technology. While spending time bringing clarity to others’ technical problems, Luke quickly discovered that he had a passion for helping people with their finances as well. Eagar to make his candid money-based conversations into a career, he joined Summit Wealth Group to bring researched backed advice to people of all ages.
A true student of the industry, Luke enjoys bringing simplicity to often complicated financial planning subjects. He is dedicated in helping clients save money, invest smarter, and reach the goals they value.
Luke is a proud graduate from Oral Roberts University with a degree in Computer Information Technology and a Business minor. He has obtained his CFP® Certification in order to help others make smarter decisions with their finances.
When not practicing financial planning, Luke can be found reading a fantasy novel, searching for the next best fried chicken sandwich, trying out new recipes with friends and family, or spending time with his wife, Rebeckah. Luke and Rebeckah live in Jenks with their two sons Andrew and Elijah and actively serve at the Battlecreek Church Jenks campus.
Solomon is joining Summit Wealth Group as a Client Services Associate. Solomon joins us from a Tulsa Credit Union where he worked as a Credit Union Advisor. Solomon is currently completing an MBA at Oral Roberts University. In his free time, Solomon enjoys spending time with his wife, trying new foods, and working out. Solomon is actively involved in serving at his local church.
Cole graduated from the University of Tulsa with a Bachelor’s degree in Marketing. During his years at TU, he was a three-year letter winner on the football team. After his football career, Cole was drafted by the Kansas City Royals and pitched in the organization for over four years. Following his athletic career, Cole achieved his Juris Doctorate from the University of Tulsa College of Law and began working for the Rogers County District Attorney’s Office. Taking his passion for sports and people, Cole is the owner and founder of Brave Performance Agency, which specializes in NIL contract agreements. As our newest Private Client Associate, Cole brings a wealth of knowledge and experience to the Summit team.
During his free-time, Cole enjoys serving the youth in his local church, date nights with his wife, Kasee, and playing sports with his two boys, Walker and Cooper.
Rico joins our California team as a part-time Private Client Associate while he continues to serve as Chief of Police for a local municipality. He holds a MPA from the University of San Francisco. His journey into financial planning began by facilitating Financial Peace University and now serves as a coordinator teaching FPU nationwide. He enjoys spending time with his wife, Deanna, and five children, living an active lifestyle, serving in ministries, playing sports, watching movies, and vacationing.
Kate graduated from Oral Roberts University with a degree in Global Ministry and the Marketplace and went directly into full-time Ministry at her local church following graduation.
With a passion for helping people win and stewarding an atmosphere of excellence, she is driven to elevate systems, procedures, and programs. As a lifelong Tulsa resident, Kate recently married her high school sweetheart in July of 2022. When Kate is not in the office, you will find her serving the local church, playing pickleball, enjoying coffee with friends, and cheering on her husband, Brody, at the golf course.
Andrea has been doing life with Ted since 1990 which includes raising two amazing sons together.
Since Summit’s opening in 2010, Andrea has worked as it’s office manager, although recently it is on more of a full time capacity, which means even more family time!
When Andrea is not working, she enjoys her two grandsons, bible study and trying out new air fryer recipes.
Kayleigh graduated from Oral Roberts University in 2022 with a Communication degree. She recently joined our team, bringing with her almost two years of experience in various service roles with a local credit union.
Beyond her professional endeavors, Kayleigh enjoys spending quality time with her family, pursuing her passion for art and baking, exploring, and shopping in Tulsa. She is actively involved in serving in her church alongside her husband, Joshua.
Tyler is currently studying Accounting at Oral Roberts University where he will receive his MBA, as well as his CPA license. Tyler wants to use his education and experience to help people make better-informed financial decisions.
In his personal life, Tyler enjoys running, serving in the youth department at his local church, spending time with friends at local coffee shops, and going to the driving range.
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