BRB Wealth

About Summit Investment Planning Our firm is affiliated with LPL Financial, the largest independent broker-dealer in the United States. That means we have access to the industry’s largest independent research teams and their full-suite of educational resources to help you make informed decisions for your future. As a trusted guide, our clients can be confident that we take pride in building relationships based on mutual trust. We take the time to listen and learn everything there is to know about a client’s financial life, as well as their wants, needs and priorities.

When it comes to planning for your financial future, I understand that each person’s needs are unique. That’s why when you contact me at my Richmond office, you’ll receive personalized service. As an Allstate Personal Financial Representative, my ongoing priority is to help you create a financial...