Meet the Team

Team Members

Lindsey M. M. Sherer, CFP

Founder, CEO

CA Insurance Lic #: 0F78303
Domicile in CA

Abby N. Delmas, FPQP

Paraplanner


Strategic Alliance

Andrew Vincent Marin, *JD

Advanced Markets Consultant

CA Insurance Lic #: 0I26458
Domicile in CA

*Licensed, not practicing on behalf of Massachusetts Mutual Life Insurance Company or MML Investors Services, LLC. 

W. Kent Althouse

Investment Consultant

CA Insurance Lic #: 0E61482
Domicile in CA

Our relationship with Sagient Insurance and Financial Services, Inc. gives us access to these specialists and resources. The individuals mentioned above are not employees of Summit Capital.

Reach out to us today to begin your journey toward a customized solution tailored to your unique needs and goals. Whether you're seeking guidance in specific areas or you're looking for comprehensive support across multiple aspects of your financial life, our team is here to help. Let us work together to improve your overall financial health and set you on the path to success. Schedule your complimentary consultation to get started.

Ready to take the next step towards enhancing your financial well-being?