Receiving a higher education is an exciting time for individuals. You have the opportunity to pursue a passion and start on a path that hopefully will eventually lead to a fulfilling and successful career for you. There’s no denying the price tag for a college education is high and continues to grow. Which emphasizes the importance of creating a plan. Listen to ways you can start preparing for the soaring prices.
Hosts:
Gary W. James, CFP®, AIF®, CPA | Vice President
Gary James is a Financial Advisor for Summit Wealth Group. He manages Summit’s Meridian, MS office, serving clients all over the southeastern part of the United States. He also serves as Vice President at Summit.
Gary James' entire career has been devoted to financial planning and management. Upon graduating from Mississippi State University in 1983 with a Bachelor of Professional Accountancy degree, Gary began his professional career working for a CPA firm in Meridian, Mississippi. Based on this experience he later served as a bank auditor and then controller for a regional shopping mall real estate development firm.
During the 1990's Gary worked for James River, now Koch Industries, and Avery Dennison, both Fortune 500 companies. He served in various capacities performing cost analysis for capital projects, plant construction/expansion, and product costing. During this period of time, he also earned his M.B.A.
Gary began a successful career working with clients in the financial services industry from 2000 to the present day. He attained his CERTIFIED FINANCIAL PLANNER™ certification in 2006 to complement his skills. He is an Investment Advisor Representative of Commonwealth Financial Network. Gary also holds the Accredited Investment Fiduciary®, (AIF®), designation, which represents a thorough knowledge of and ability to apply fiduciary practices.
Stephanie Brinkman | Marketing Administrator
Stephanie Brinkman joined Summit Wealth Group as the Marketing Administrator in February of 2021. She has a Bachelor of Science in Marketing with a minor in Graphic Design from Southwest Minnesota State University in Marshall, MN.
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Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.
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