SPA Team

 

Many people go through their lives making financial planning decisions that are relatively uncoordinated. This results in frustration and inability to visualize their overall financial plan. We work with, for and on the behalf of our clients in collaboration with other financial professionals like attorneys and CPAs. Our clients are best served by an efficient team of professionals working together.


Brent R. George, CFP®, ChFC®, AWMA® , AIF®

Brent draws upon 20 years of financial planning experience, plus, his prior medical, military and aviation experiences to help you simplify your processes and truly see your finances from an altitude of 30,000 feet. Then, he helps you make the changes to get on course for the goals that YOU want to accomplish.

Personal

  • Lives in Mechanicsburg, PA
  • Former Air Force ANG Pilot and Officer
  • 20+ Years Experience: Financial Planner
  • Married (Kelly)
  • 2 Children (Hannah, Caroline)
  • Hobbies: Golf, cooking, wine tasting
  • Supported Charities: Purple Feet, Hospice of Central PA

Qualifications

  • AWMA®, Accredited Wealth Management Advisor
  • CFP®, Certified Financial Planner®
  • ChFC®, American College
  • FINRA Series 7 Registration
  • FINRA Series 65 Registration
  • Investment Advisor Rep.—MML Investors Services, LLC
  • Registered Representative—MML Investors Services, LLC,
  • BS in Biology—Elizabethtown College,
  • MDRT, Court of the Table
  • Member: Financial Planning Association
  • Member: Harrisburg Estate Planning Council
  • Member: National Assoc. of Insurance & Financial Advisors

Bryce R. Schafer, AIF®

Bryce is a financial planner with Summit Pointe Advisors that partners with individuals, families and business owners to recommend and implement strategies that create, accumulate, protect and transfer wealth. Being born and raised in Central Pennsylvania has taught him the importance of family and the value of community. His goal is to develop life-long relationships with clients and be a continual resource for them at each step. 

Personal

  • Lives in Mechanicsburg, PA
  • 5+ Years Experience
  • Hobbies: Golfing, Fishing, Skiing, Reading
  • Supported Charities: Purple Feet, American Red Cross, Wounded Warrior Project
  • Member: West Shore Young Professionals

Qualifications

  • AIF®, Accredited Investment Fiduciary
  • FINRA Series 7 Registration
  • FINRA Series 66 Registration
  • PA Resident Insurance Producer License
  • BS in Biology – Millersville University

Cody M. Morris, PE

Cody is a financial planner with Summit Pointe Advisors that works with individuals, families and businesses to help them understand their financial circumstances and how to reach their short-term and long-term financial objectives. As a former civil engineer, he takes an analytical approach to complex financial problems and provides simple solutions engineered specifically for each of his clients to put them on a roadway to success.

Personal

  • Lives in Carlisle, PA 
  • Married (Naomi)
  • Dogs (Rearden & Dagny)
  • Former highway engineer and project manager
  • Hobbies: Hiking, snowboarding, golf, Olympic weightlifting
  • Supported Charities: Four Diamonds, Pancreatic Cancer Action Network

Qualifications

  • FINRA Series 7 Registration
  • FINRA Series 66 Registration
  • PA Resident Insurance Producer License
  • Professional Engineer (PE) Registration
  • BS in Civil Engineering – Lehigh University
  • MS in Civil Engineering – The Pennsylvania State University 

Renee A. Youells

Renee is the Client Services Coordinator and Executive Assistant to Brent. With her life experiences and commitment to excellence, Renee is able to break down difficult to understand concepts into layman's terms to help clients better understand their goals and needs. Additionally, she assists clients with preparing for appointments, making account changes and updating their accounts. 

Personal

  • Lives in Millersburg, PA
  • Married 32 Yrs. (Dennis L. Youells)
  • Children (Olivia married to Matthew, Morgan married to Ryan & Daniel)
  • Grandchildren (Aleah, Aubre & Landon)
  • Hobbies: Crocheting & reading
  • I enjoy spending time with family and friends around a camp fire or at the dinner table.
  • Supported charities: Compassion International, American Cancer Society & Bread of Life Food Ministry

Qualifications

  • Financial experience with large companies & Banking experience
  • BA in Business Administration with a focus on Management styles