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Your Team

Theodore Spinardi, CFP®

Founding & Senior Managing Director

Luke Spinardi

Private Client Associate

Stephanie Lopez

Operations & Compliance Manager

Andrea Spinardi

Office Manager

Your Dedicated Tax Team

Scott Long

Tax Manager

Originally from Pittsburgh, Scott ventured to Tulsa and attended ORU, graduating in 1997 with an accounting degree. Afterwards, he worked both in private and public accounting until joining the DP Tax & Financial team in 2010 where he focuses on personal and business taxes. Scott is happily married with four children and takes pleasure in playing basketball, watching sports of all kinds, and actively participating at his church.

Originally from Pittsburgh, Scott ventured to Tulsa and attended ORU, graduating in 1997 with an accounting degree. Afterwards, he worked both in private and public accounting until joining the DP Tax & Financial team in 2010 where he focuses on personal and business taxes. Scott is happily married with four children and takes pleasure in playing basketball, watching sports of all kinds, and actively participating at his church.

Pete Schultz, CTS

Tax Manager

Born in Canada but a Virginia native, Pete moved to the Tulsa area in 2001 and joined the DP Tax & Financial team in 2007. Over the years, he has helped grow the business through developing the payroll and acquisition operations for the company, though he specializes in client tax strategy. Pete has eight children (mostly girls) and enjoys spending time with family, singing and playing the guitar, and actively participating at his church.

Born in Canada but a Virginia native, Pete moved to the Tulsa area in 2001 and joined the DP Tax & Financial team in 2007. Over the years, he has helped grow the business through developing the payroll and acquisition operations for the company, though he specializes in client tax strategy. Pete has eight children (mostly girls) and enjoys spending time with family, singing and playing the guitar, and actively participating at his church.

Apolo Castillo

Tax Preparer

Apolo moved to Tulsa in 2018 from Fort Smith, Arkansas and is currently part of the University of Tulsa’s MBA program. As part of the DP Tax & Financial team, he focuses mainly on client tax strategies but also assists with marketing and IT for the firm. Apolo enjoys producing digital media, hammocking among the trees, theatrical performances, and bike rides with friends and family.

Apolo moved to Tulsa in 2018 from Fort Smith, Arkansas and is currently part of the University of Tulsa’s MBA program. As part of the DP Tax & Financial team, he focuses mainly on client tax strategies but also assists with marketing and IT for the firm. Apolo enjoys producing digital media, hammocking among the trees, theatrical performances, and bike rides with friends and family.

Meet Ted

As the founder of Summit Wealth Group, Ted brings more than three decades of financial planning and portfolio management experience to his clients.

 

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 division 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 group of investment professionals in Northern California.

 

In 2010, Ted founded Summit Wealth Group and in 2013 Summit Wealth Group became a Registered Investment Advisor (RIA).

In 2021 Summit Wealth Group added additional locations in Tulsa Oklahoma and McKinney Texas.

 

Today, Summit Wealth Group has custodial relationships with Charles Schwab and LPL Financial while serving clients in 14 states with assets totaling over $110 million.

 

Summit Wealth Group 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 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 leadership teams throughout the country.

 

 

Ted and Andrea recently moved to Tulsa Oklahoma.

 

 

Ted and Andrea have two adult children, a daughter-in-love, and two grandsons.

Meet Luke

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 is currently pursuing 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.

Meet Stephanie

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.

Meet Andrea

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.

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