Summit Wealth Planning
Aaron Conrad
Wealth Management Advisor
Get to know my dedicated team
Aaron has built a team of expert professionals that are committed to providing the best client service experience. Summit Wealth Planning is detail-oriented and able to identify the complex aspects of personal and business analysis. Together, we create the solid financial framework to help clients achieve their goals.
Avery Greninger
Director of Operations
Avery is our Director of Operations, and has been with the Summit Wealth Planning team since January of 2022. She is from Kirbyville, Texas and graduated from McNeese State University in December of 2023 with a bachelor's in Business Administration.
Avery joined us because she believes our team "brings value to the lives of others through our knowledge, integrity, and diligence." When Avery is not working, she enjoys working out, taking trips to the beach and reading.
Abigail Daugherty
Client Coordinator
Meet Abby, our Client Coordinator , who joined Summit Wealth Planning in May of 2024. She is from Lake Charles, Louisiana and is currently pursuing a degree in Business Management at McNeese State University.
She joined our team to "further her knowledge in the financial industry and to enhance the efficiency of this team by helping clients as swiftly and efficiently as possible." In her free time, Abby enjoys combining her passion for a healthy lifestyle with her talent for creating wholesome meals and pastries.
Get to know my dedicated Network of Specialists
Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.
