Team

The partner you trust to navigate the complexities of wealth management.

Summit Wealth Group specializes in helping you navigate through complex situations as you plan for retirement and prepare your legacy. For two decades, we have represented the unique needs of individual investors and families who benefit from our dedication to the client experience. 


 
As the founder of Summit Wealth Management, Ted brings more than two decades of financial and investment management experience to clients seeking custom portfolio management solutions and independent advice that places their needs first.

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Rafael Portillo

Vice President & Branch Operations Manager

(707) 439-3483

Rafael joined Summit Wealth Management in 2015 after 14 years with Wells Fargo Bank. He began his career in the Online Banking Group where he worked with Small Business Online customers and managed a bill payment research team. In...

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Elizabeth Peterson

Administrative Assistant

(707) 439-3483

Elizabeth brings more than 12 years experience to her role of administrative assistant and receptionist. She is the first person our clients see when they visit our office and the voice on the other end of the phone when they call.

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Andrea Spinardi

Administrative Assistant

(707) 439-3483

Andrea began her career in the financial services industry with River City Bank in 1990. In her various roles at the bank she participated in all areas of retail banking.

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