Welcome to Summit Place
Advisor Insights – About Liz Miller, CFP® & CFA
Meet Our Team – Chris Gula, CFA
Meet Our Team – Kate Feeney, CFP® & CFA
Secure 2.0 – Roth IRA & 529 Feature with Kate Feeney, CFPⓇ, CFA
Individual Bonds vs. Bond Funds with Chris Gula, CFA
Women’s Wealth Gap with Kate Feeney, CFP®, CFA
What are ETFs?
Should You Buy or Rent When You Become an Empty Nester?
Liz Miller on leadership, women in wealth management, and the future of financial planning
