Founded in 2009, Summit Retirement Solutions is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements. Jay is committed to helping clients work toward their retirement dreams by crafting customized, easy-to-understand financial strategies. Beginning as a Senior Regional Manager for a major corporation, Jay decided to follow his passion for helping others and opened Summit Retirement Solutions. As the leader of his firm, he works each day to ensure his clients receive the guidance, support, and resources they need to retire with confidence and joy. That includes protecting nest eggs with tax-efficient strategies. Jay has a Bachelor’s Degree in Business Management from the University of Connecticut. Jay enjoys being outdoors, skiing, hiking, golfing, and spending time with his wife and three kids
Learn More: https://summit-rs.com/
Mike Saunders, MBA
Recent episodes from Mike Saunders, MBA (see all)
- Interview with Bob Chitrathorn Co-Founder of Simplified Wealth Management- Building Your Perfect Financial House - October 10, 2024
- The Inspired Impact Podcast with Judy Carlson-Interview with Gina Schreck, Author, Speaker, and Owner of The Village Workspace - October 9, 2024
- Episode #71 – Financial Planning Month 2024 – The 15 Minute Financial Feast Podcast – With Mark Triplett & Troy Westendorf - October 8, 2024