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RJ Cunningham
Senior Partner Advisor
Utah (UT)
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Rich Cunningham
Senior Partner Advisor
Utah (UT)
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Amy Brown
Partner Advisor
Utah (UT)
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Bobby Brown
Partner Advisor
Utah (UT)
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Boyd Pederson
Partner Advisor
Colorado (CO)
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Greg Caldwell
Partner Advisor
Colorado (CO)
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Jess Wright
Partner Advisor
Arizona (AZ)
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Kristi Sorensen
Partner Advisor
Utah (UT)
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Layne Jensen
Partner Advisor
Arizona (AZ)
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Marlys Nash
Partner Advisor
Colorado (CO)
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Michael Bloomer
Partner Advisor
Arizona (AZ)
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Reed Meyer
Partner Advisor
Colorado (CO)
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Scott Knaubert
Partner Advisor
Colorado (CO)
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Sharalee Pederson
Partner Advisor
Colorado (CO)
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Terry Wengert
Partner Advisor
Arizona (AZ)
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Advisors

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Adam Clark
Senior Financial Advisor
Utah (UT)
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Agnes Medina
Senior Financial Advisor
Texas (TX)
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Andrew Child
Financial Advisor
Utah (UT)
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Andrew Gardanier
Financial Associate
California (CA)
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Bret Crowe
Financial Associate
Arizona (AZ)
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Brita Horn
Financial Associate
Colorado (CO)
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Chris Claridge
Financial Associate
Arizona (AZ)
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Chris Smith
Senior Financial Advisor
Utah (UT)
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Colton Tucker
Financial Associate
Utah (UT)
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Corlan Robinson
Financial Associate
Utah (UT)
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Craig Morrill
Financial Associate
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Dallas Davies
Financial Associate
Utah (UT)
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Danny Webb
Financial Advisor
Utah (UT)
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David Lawrence
Financial Associate
Colorado (CO)
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Dee Murray
Financial Associate
Utah (UT)
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Dennis Despres
Financial Associate
Colorado (CO)
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Eli Martin
Financial Associate
Utah (UT)
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George Kiebler
Financial Associate
Colorado (CO)
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Gretchen Ricker
Financial Advisor
California (CA)
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Heidi Clark
Senior Financial Advisor
Utah (UT)
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Izabela Betlinska
Financial Associate
Colorado (CO)
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Jacqueline Hayden
Financial Associate
Colorado (CO)
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Jeremy Evans
Financial Advisor
Utah (UT)
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Jeremy Lytle
Financial Advisor
Colorado (CO)
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Jeremy Nansen
Financial Advisor
San Diego (CA)
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Jim Staats
Financial Advisor
New York (NY)
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Jody Wilson
Senior Financial Advisor
Colorado (CO)
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Jordyn Nielsen
Senior Financial Advisor
Utah (UT)
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Josh Ekola
Senior Financial Advisor
Ohio (OH)
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Justin Wheeler
Senior Financial Advisor
Ohio (OH)
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Keith Crogan
Senior Financial Advisor
Maine (ME)
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Kerri Farren
Financial Associate
Colorado (CO)
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Lance Packer
Senior Financial Advisor
Arizona (AZ)
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Louis Stradling
Financial Advisor
Arizona (AZ)
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Paul Paxton
Junior Partner
Utah (UT)
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Rhett Wengert
Financial Associate
Arizona (AZ)
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Rick Brown
Financial Associate
Colorado (CO)
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Sam Hatch
Financial Associate
Georgia (GA)
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Sherman Jones
Senior Financial Advisor
California (CA)
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Sherryl Benning
Financial Associate
Utah (UT)
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Suzy Giorgio
Financial Associate
California (CA)
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Thiensa Nguyen
Senior Financial Advisor
Colorado (CO)
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Tom Jensen
Senior Financial Advisor
Arizona (AZ)
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Wesley McGehee
Financial Associate
Colorado (CO)
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Summit Global Investments (“Summit Global”) is an SEC-registered investment advisor. Registration does not imply a certain level of skill or training. Advisory services are only offered to clients or prospective clients where Summit Global and its representatives are properly licensed or exempt from licensure. The information provided on this site is for informational purposes only and should not be construed as investment advice or a recommendation to buy or sell any security. All investments involve risk, including possible loss of principal, and past performance is not indicative of future results.

Securities offered through Equity Services, Inc. (“ESI”), Member FINRA/SIPC. Advisory services offered through Summit Global Investments, an SEC-registered investment adviser. Summit Global Investments and ESI are independent entities.

Awards and recognitions mentioned on this site are based on independent evaluations using criteria such as investment performance, firm growth, adviser expertise, and breadth of services. The issuing organization, date, and period covered are shown with each award. No compensation was provided to receive any recognition, though SGI may pay licensing fees to reference them in marketing. Such accolades are not indicative of future performance or the quality of advisory services.

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Alternative investments, including private equity, private credit, hedge funds, and other private investment vehicles, involve significant risks and may not be suitable for all investors. Such investments may be speculative, illiquid, subject to limited regulatory oversight, and may involve higher fees than traditional investments. Interests in private offerings may only be available to qualified or accredited investors pursuant to applicable securities laws and exemptions. Nothing on this website constitutes an offer to sell or solicitation of an offer to buy any private security.

SGI does not provide legal or tax advice. Clients should consult their attorney, accountant, or tax professional regarding their specific legal, tax, or estate planning circumstances.

Additional information regarding SGI’s advisory services, fees, and conflicts of interest is available in our Form ADV Part 2A and Form CRS.

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