{"id":200,"date":"2021-11-12T10:29:27","date_gmt":"2021-11-12T15:29:27","guid":{"rendered":"https:\/\/advisor.rocquett.com\/three\/?page_id=200"},"modified":"2022-02-24T07:06:48","modified_gmt":"2022-02-24T12:06:48","slug":"who-we-are","status":"publish","type":"page","link":"https:\/\/advisor.rocquett.com\/three\/who-we-are\/","title":{"rendered":"Who We Are"},"content":{"rendered":"<? \/\/ Default for banner is 1x or 1920px wide unless a 3840px banner is uploaded. In that case over 1920 will load the 3840px banner. https:\/\/gist.github.com\/brianmaierjr\/defcc581e7e085bf79bdb82016024e35 ?>\n<style>\n\/* Large display or retina *\/\n@media screen and (min-width: 1921px) {.banner-section {background-image: url(https:\/\/advisor.rocquett.com\/three\/wp-content\/uploads\/2022\/02\/banner.jpg);}}\n\/* Full large display mainly non-retina *\/\n@media screen and (min-width: 1536px) and (max-width: 1920px) {.banner-section {background-image: url(https:\/\/advisor.rocquett.com\/three\/wp-content\/uploads\/2022\/02\/banner.jpg);}}\n\/* Full display mainly non-retina *\/\n@media screen and (min-width: 1024px) and (max-width: 1535px) {.banner-section {background-image: url(https:\/\/advisor.rocquett.com\/three\/wp-content\/uploads\/2022\/02\/banner-1024x336.jpg);}}\n\/* Tablet non-retina or mobile retina *\/\n@media screen and (min-width: 415px) and (max-width: 1023px) {.banner-section {background-image: url(https:\/\/advisor.rocquett.com\/three\/wp-content\/uploads\/2022\/02\/banner-640x210.jpg);}}\n\/* Mobile non-retina *\/\n@media screen and (min-width: 1px) and (max-width: 414px) {.banner-section {background-image: url(https:\/\/advisor.rocquett.com\/three\/wp-content\/uploads\/2022\/02\/banner-640x210.jpg);}}\n<\/style>\n\n<section class=\"flexible-section banner-section banner\" >\n\t<div class=\"section-content\">\n        <div class=\"span1-12 banner-column\">\n            <h1>Who We Are<\/h1>            <div class=\"subheading\">Our history and team.<\/div>                    <\/div>\n\t<\/div>\n<\/section>\n\n\n\n<section class=\"flexible-section photo-right-headline-left padding-top-large padding-bottom-large\">\n<div class=\"section-content\">\n                   \n                                                        <div class=\"span2-6\">\n                                                                <div class=\"flexible-content-1\"><p><strong>Summit Advisors was founded in 1982.<\/strong> 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.<\/p>\n<\/div>\n                                                                <\/div>\n                                                                            <div class=\"span7-11\">\n                                                                <div class=\"flexible-content-2\"><p><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/advisor.rocquett.com\/three\/wp-content\/uploads\/2022\/02\/photoRightHeadlineLeft.jpg\" alt=\"\" width=\"1600\" height=\"1068\" class=\"alignnone size-full wp-image-2140\" srcset=\"https:\/\/advisor.rocquett.com\/three\/wp-content\/uploads\/2022\/02\/photoRightHeadlineLeft.jpg 1600w, https:\/\/advisor.rocquett.com\/three\/wp-content\/uploads\/2022\/02\/photoRightHeadlineLeft-320x214.jpg 320w, https:\/\/advisor.rocquett.com\/three\/wp-content\/uploads\/2022\/02\/photoRightHeadlineLeft-640x427.jpg 640w, https:\/\/advisor.rocquett.com\/three\/wp-content\/uploads\/2022\/02\/photoRightHeadlineLeft-1024x684.jpg 1024w\" sizes=\"(max-width: 360px) 100vw, (max-width: 768px) 640px, (max-width: 1280px) 640px, (max-width: 1366px) 1024px, (max-width: 1536px) 1920px, (max-width: 1920px) 1920px, (max-width: 2559px) 1920px, (max-width: 2560px) 3840px\" \/> <\/p>\n<\/div>\n                                                                <\/div>\n                                                <\/div><!-- end .section-content -->\n<\/section>\n\n\n\n\n\n<section class=\"flexible-section bio-team border padding-top-large padding-bottom-large shadow\">\n\t<div class=\"section-content\">\n\t\t<div class=\"span1-12\">\n\t\t\t<!-- Note: Base style for bios is Vertical Card -->\n\t\t\t<div class=\"bio-wrapper\">\n            \n\t\t\t<!-- Horizontal Card and Vertical Card Layouts -->\n\t\t\t                       \n                                    <div class=\"single-team-member\">\n                        <div class=\"bio-content-wrapper\">\n                            <div class=\"bio-photo\"><img decoding=\"async\" src=\"https:\/\/advisor.rocquett.com\/three\/wp-content\/uploads\/2022\/02\/photoJohnSmith.jpg\" alt=\"\" \/><\/div>                            <div class=\"bio-card-text\">\n                                <div class=\"bio-name\">John C. Smith<\/div><div class=\"bio-credentials\">, CIMA\u00ae, MBA<\/div>                                <div class=\"bio-title\">Co-Founder<\/div>                            <\/div>\n                        <\/div>\n                                                    <a href=\"#modal-1\" class=\"bio-link\" data-modal-open>Bio<\/a>\n                            <div id=\"modal-1\" data-modal>\n                            <div class=\"bio-full-wrapper\">\n                                <!-- For ARIA compliance but hidden - dialogs need heading --><h1 class=\"at-only\">Bio Pop-up Dialog<\/h1>\n                                <div class=\"bio-name\">John C. Smith<\/div><div class=\"bio-credentials\">, CIMA\u00ae, MBA<\/div>                                <div class=\"bio-title\">Co-Founder<\/div>                                <div class=\"bio-full\"><p>As a co-founder of Summit Advisors, John has served families and businesses around Monterey for over 30 years.<\/p>\n<p>John\u2019s 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.<\/p>\n<p>\u201cI really enjoy working with families in our community,\u201d John says. \u201cSeeing the impact that wise financial planning makes in the lives of my clients is truly rewarding.\u201d<\/p>\n<p>John has been quoted by a variety of publications, such as <em>Finance Today<\/em>, <em>World News<\/em> and <em>The Financial Journal<\/em>. He has also been interviewed by <em>BNN<\/em> and <em>Channel 5<\/em> and wrote a regular column for <em>The Monterey Times<\/em>.<\/p>\n<p>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.<\/p>\n<p>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.<\/p>\n<h4>Education and Professional Certifications<\/h4>\n<ul>\n<li>Certified Financial Planner<sup>\u00ae<\/sup> (CFP<sup>\u00ae<\/sup>)<\/li>\n<li>Securities licenses \u2014 Series 6, 63 &amp; 65<\/li>\n<li>B.B.A. in Business Administration \u2014 University of Monterey<\/li>\n<\/ul>\n<h4>Areas of Practice<\/h4>\n<ul>\n<li>Investment Planning<\/li>\n<li>College Savings Planning<\/li>\n<li>Estate planning advice<\/li>\n<li>Retirement Planning<\/li>\n<\/ul>\n<h4>Professional and Civic Affiliations<\/h4>\n<ul>\n<li>National Association of Financial Advisors<\/li>\n<li>Board of Directors 2010 \u2013 2013, Cancer Research Foundation<\/li>\n<li>Board of Directors 2012 \u2013 present, Senior Accessibility Renovations<\/li>\n<\/ul>\n<\/div>\n                                <div class=\"bio-phone\">800-555-1212<\/div>                                <div class=\"bio-email\"><a href=\"mailto:john@summitadvisors.com\">john@summitadvisors.com<\/a><\/div>                                <div class=\"bio-linkedin\"><a href=\"http:\/\/linkedin.com\" target=\"_blank\">Connect on LinkedIn<\/a><\/div>                                <a name=\"close\" class=\"allteam\" aria-label=\"Close\" data-modal-close-btn>Back to all team members<\/a>\t\t\n                            <\/div>\n                            <\/div>\n                                            <\/div>\n                                    <div class=\"single-team-member\">\n                        <div class=\"bio-content-wrapper\">\n                            <div class=\"bio-photo\"><img decoding=\"async\" src=\"https:\/\/advisor.rocquett.com\/three\/wp-content\/uploads\/2022\/02\/photoCatherineBrown.jpg\" alt=\"\" \/><\/div>                            <div class=\"bio-card-text\">\n                                <div class=\"bio-name\">Catherine P. Brown<\/div><div class=\"bio-credentials\">, CFS\u00ae<\/div>                                <div class=\"bio-title\">Co-Founder<\/div>                            <\/div>\n                        <\/div>\n                                                    <a href=\"#modal-2\" class=\"bio-link\" data-modal-open>Bio<\/a>\n                            <div id=\"modal-2\" data-modal>\n                            <div class=\"bio-full-wrapper\">\n                                <!-- For ARIA compliance but hidden - dialogs need heading --><h1 class=\"at-only\">Bio Pop-up Dialog<\/h1>\n                                <div class=\"bio-name\">Catherine P. Brown<\/div><div class=\"bio-credentials\">, CFS\u00ae<\/div>                                <div class=\"bio-title\">Co-Founder<\/div>                                <div class=\"bio-full\"><p>Since 1985, Catherine has been serving families and businesses around Monterey as co-founder of Summit Advisors.<\/p>\n<p>\u201cMy focus has been helping people transition from their working years to their retirement years,\u201d says Catherine. \u201cBuilding a sound financial plan for the retirement years helps ease my clients financial fears.\u201d<\/p>\n<p>Catherine believes that a financial advisor should fulfill the role of teacher as well. \u201cI want all of my clients to understand every decision that\u2019s made or recommended,\u201d says Catherine.<\/p>\n<p>Catherine has written a weekly finance column for <em>The Monterey Times<\/em> since 2001. In addition, she\u2019s been quoted by a variety of publications, such as <em>Finance Today<\/em>, <em>World News<\/em> and <em>The Financial Journal<\/em>.<\/p>\n<p>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.<\/p>\n<p>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.<\/p>\n<h4>Education and Professional Certifications<\/h4>\n<ul>\n<li>Certified Financial Planner<sup>\u00ae<\/sup> (CFP<sup>\u00ae<\/sup>)<\/li>\n<li>B.B.A. in Finance \u2014 University of Monterey<\/li>\n<\/ul>\n<h4>Areas of Practice<\/h4>\n<ul>\n<li>Retirement Planning<\/li>\n<li>IRA Rollover Strategies<\/li>\n<li>Estate planning advice<\/li>\n<\/ul>\n<h4>Professional and Civic Affiliations<\/h4>\n<ul>\n<li>National Association of Financial Advisors<\/li>\n<li>Board of Directors 2006 \u2013 present, Cancer Support Center of Monterey<\/li>\n<\/ul>\n<\/div>\n                                <div class=\"bio-phone\">800-555-1212<\/div>                                <div class=\"bio-email\"><a href=\"mailto:catherine@summitadvisors.com\">catherine@summitadvisors.com<\/a><\/div>                                <div class=\"bio-linkedin\"><a href=\"http:\/\/linkedin.com\" target=\"_blank\">Connect on LinkedIn<\/a><\/div>                                <a name=\"close\" class=\"allteam\" aria-label=\"Close\" data-modal-close-btn>Back to all team members<\/a>\t\t\n                            <\/div>\n                            <\/div>\n                                            <\/div>\n                                    <div class=\"single-team-member\">\n                        <div class=\"bio-content-wrapper\">\n                            <div class=\"bio-photo\"><img decoding=\"async\" src=\"https:\/\/advisor.rocquett.com\/three\/wp-content\/uploads\/2021\/12\/photoMiriamArcher.jpg\" alt=\"\" \/><\/div>                            <div class=\"bio-card-text\">\n                                <div class=\"bio-name\">Miriam Archer<\/div>                                <div class=\"bio-title\">Financial Advisor<\/div>                            <\/div>\n                        <\/div>\n                                                    <a href=\"#modal-3\" class=\"bio-link\" data-modal-open>Bio<\/a>\n                            <div id=\"modal-3\" data-modal>\n                            <div class=\"bio-full-wrapper\">\n                                <!-- For ARIA compliance but hidden - dialogs need heading --><h1 class=\"at-only\">Bio Pop-up Dialog<\/h1>\n                                <div class=\"bio-name\">Miriam Archer<\/div>                                <div class=\"bio-title\">Financial Advisor<\/div>                                <div class=\"bio-full\"><p>This is an example of a short job description bio using fake latin filler text. Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.<\/p>\n<\/div>\n                                <div class=\"bio-phone\">800-555-1212<\/div>                                <div class=\"bio-email\"><a href=\"mailto:miriam@summitadvisors.com\">miriam@summitadvisors.com<\/a><\/div>                                                                <a name=\"close\" class=\"allteam\" aria-label=\"Close\" data-modal-close-btn>Back to all team members<\/a>\t\t\n                            <\/div>\n                            <\/div>\n                                            <\/div>\n                                    <div class=\"single-team-member\">\n                        <div class=\"bio-content-wrapper\">\n                            <div class=\"bio-photo\"><img decoding=\"async\" src=\"https:\/\/advisor.rocquett.com\/three\/wp-content\/uploads\/2021\/12\/photoLeiaYuan.jpg\" alt=\"\" \/><\/div>                            <div class=\"bio-card-text\">\n                                <div class=\"bio-name\">Claudia K. Wilson<\/div>                                <div class=\"bio-title\">Financial Advisor<\/div>                            <\/div>\n                        <\/div>\n                                                    <a href=\"#modal-4\" class=\"bio-link\" data-modal-open>Bio<\/a>\n                            <div id=\"modal-4\" data-modal>\n                            <div class=\"bio-full-wrapper\">\n                                <!-- For ARIA compliance but hidden - dialogs need heading --><h1 class=\"at-only\">Bio Pop-up Dialog<\/h1>\n                                <div class=\"bio-name\">Claudia K. Wilson<\/div>                                <div class=\"bio-title\">Financial Advisor<\/div>                                <div class=\"bio-full\"><p>This is an example of a short job description bio using fake latin filler text. Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.<\/p>\n<\/div>\n                                <div class=\"bio-phone\">800-555-1212<\/div>                                <div class=\"bio-email\"><a href=\"mailto:claudia@summitadvisors.com\">claudia@summitadvisors.com<\/a><\/div>                                                                <a name=\"close\" class=\"allteam\" aria-label=\"Close\" data-modal-close-btn>Back to all team members<\/a>\t\t\n                            <\/div>\n                            <\/div>\n                                            <\/div>\n                                \t\t\t\t\t\t\n\t\t\t<!-- Full Layout -->\n\t\t\t\t\t\t\n\t\t\t<\/div>\n\t\t<\/div>\n    <\/div><!-- end .section-content -->\n<\/section>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":[],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v21.8.1 - 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