Meet our team of experts who will help you with your financial planning needs.
President, Summit Financial Partners, Inc.
- B.A in Psychology, University of Richmond, 1986
- Chartered Financial Analyst (CFA), 1999
- Masters of Business Administration, University of Richmond, 2000
- Certified Financial Planner (CFP®), 2000
- NAPFA Registered Financial Advisor, 2005
Jennifer began her career in the financial services industry 30 years ago as a fixed-income trader in a regional brokerage firm. This background paved the way for her to join a commercial bank where she managed personal trust accounts, institutional portfolios, and a municipal bond mutual fund.In 1999, Jennifer transitioned from her career in banking to financial planning and investment advisory services when she founded Summit Financial Partners in Richmond, Virginia. She has offered fee-only advice to individuals and corporations from the beginning.
Jennifer’s straightforward financial planning and investment philosophy emphasizes highly diversified portfolios, being faithful to regular savings contributions, and to developing a strategy that clients can maintain on a long term basis.
After living in many parts of the country, Jennifer settled in Richmond over 35 years ago. After almost 26 years of marriage, her husband lost his battle with Leukemia. Jennifer has a 13-year-old daughter and one “All American” breed dog.
Jennifer is passionate about her clients and her relationships with them on a human level. You can often hear Jennifer commenting that her clients are never far from her thoughts. Jennifer is an active member of her church and enjoys spending time with her family in the mountains of Virginia.
She is also the author of Inheriting Chaos with Compassion. Inspired by Jennifer’s personal experience and informed by her three decades in the financial services industry, Inheriting Chaos with Compassion will get you through the tangled financial legacy your loved one left behind.
Certified Financial Planner™
Mike Sigmon is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with over 8 years of industry experience. He brings a wealth of knowledge to Summit Financial Partners and is passionate about providing exceptional, holistic financial planning services to our clients.Mike completed his undergraduate studies at Liberty University School of Business in Lynchburg, VA with a specialty in Finance.
Before joining Summit, Mike served in several different roles and capacities at PIEtech®, Inc., the creators of the industry leading financial planning software. At PIEtech, he was responsible for assisting financial advisors incorporate financial planning into their practice, coaching hundreds of financial advisors on the financial planning process. His guidance allowed advisors to help their clients with things like retirement solutions, investment assets, meeting future goals, Social Security, and health care expenses. Throughout his career, he has spoken at numerous financial conferences across the country and has maintained long-term partnerships with national enterprises.
Mike grew up in an Air Force family as the oldest of 6 kids. He currently resides in New Kent, VA with his wife and four young daughters. Along with spending time with family, Mike enjoys long distance running and being outdoors. He is an active member of his church, serving in many capacities.