Summit Pointe Advisors 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

 

Daniel McKeever, RICP

Danny 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. Having graduated from Milton Hershey School, he finds a strong sense of purpose in helping others find comfort and strength in their financial security as a core foundation of financial planning.  His goal is to develop life-long relationships with clients and be a continual resource for them at each step.
 

•   Lives in Mechanicsburg, PA
•   8+ Years’ Experience
•   Hobbies: Running, Biking, International Travel (13 countries and                     counting), and spending time with my Family

 

Qualifications

•   RICP®, Retirement Income Certified Professional
•   FINRA Series 6 Registration
•   FINRA Series 63 Registration
•   FINRA Series 65 Registration
•   Investment Advisor Representative —MML Investors Services, LLC
•   Registered Representative—MML Investors Services, LLC
•   BS in Finance – Millersville University

 

 

Jenna Catania

Jenna is the Administrative Assistant with Summit Pointe Advisors. She has a background in banking and business accounting processes and has been with the team since December of 2021.


•   Lives in Mechanicsburg, PA
•   Hobbies: Cooking, crochet, painting
•   Supported Charities: Humane Society of Harrisburg Area, Vickie’s Angels
•   5+ years clerical experience
•   Currently pursuing an AS in Business Administration at Harrisburg Area
    Community College