Summit Advisors was founded in 1982. Our core values of integrity, teamwork, and leadership serve as the foundation of everything we do. These values have helped us attract like-minded clients and employees for more than three decades.
As a co-founder of Summit Advisors, John has served families and businesses around Monterey for over 30 years.
John’s clients represent a diverse group of successful families, individuals and businesses, and he specializes in helping physicians who are approaching retirement or are in their retirement years.
“I really enjoy working with families in our community,” John says. “Seeing the impact that wise financial planning makes in the lives of my clients is truly rewarding.”
John has been quoted by a variety of publications, such as Finance Today, World News and The Financial Journal. He has also been interviewed by BNN and Channel 5 and wrote a regular column for The Monterey Times.
John has been a resident of Monterey for 25 years and is very committed to helping the community he loves. John volunteers with Senior Accessibility Renovations, a non-profit organization that makes accessibility improvements to homes for senior citizens.
John is married to Sarah and has three children, George, Harrison and Amy. They are active members in the Episcopal Church of Monterey. In his free time John enjoys sailing, tennis and spending time with his family and grandchildren.
Education and Professional Certifications
- Certified Financial Manager® (CFP®)
- Securities licenses — Series 6, 63 & 65
- B.B.A. in Business Administration — University of Monterey
Areas of Practice
- Investment Planning
- College Savings Planning
- Estate planning advice
- Retirement Planning
Professional and Civic Affiliations
- National Association of Financial Advisors
- Board of Directors 2010 – 2013, Cancer Research Foundation
- Board of Directors 2012 – present, Senior Accessibility Renovations
Since 1985, Catherine has been serving families and businesses around Monterey as co-founder of Summit Advisors.
“My focus has been helping people transition from their working years to their retirement years,” says Catherine. “Building a sound financial plan for the retirement years helps ease my clients financial fears.”
Catherine believes that a financial advisor should fulfill the role of teacher as well. “I want all of my clients to understand every decision that’s made or recommended,” says Catherine.
Catherine has written a weekly finance column for The Monterey Times since 2001. In addition, she’s been quoted by a variety of publications, such as Finance Today, World News and The Financial Journal.
A resident of Monterey for 25 years, Catherine has watched the community evolve and improve over the years. She volunteers with the Cancer Support Center of Monterey, a non-profit organization that helps families with basic needs during cancer treatment.
Catherine is married to Robert and has two children, Michael and Rachel. They are active members in the Episcopal Church of Monterey. In her free time Catherine enjoys golf, running, and traveling with her family.
Education and Professional Certifications
- Certified Financial manager® (CFM®)
- B.B.A. in Finance — University of Monterey
Areas of Practice
- Retirement Planning
- IRA Rollover Strategies
- Estate planning advice
Professional and Civic Affiliations
- National Association of Financial Advisors
- Board of Directors 2006 – present, Cancer Support Center of Monterey
It’s our goal to provide the insight and clarity to help you gain financial peace of mind.
We’ll work to understand your financial priorities and long-term goals, so that we can guide you towards the future you desire. It will be our goal to build a long-term relationship with you based on mutual honesty, respect, and trust.
You’ll gain a trusted advisor to discuss issues you’re facing now, and a partner to consult as your priorities change in the future. We’ll bring financial knowledge to our discussions that might open new doors of opportunity for you.