Our team of top financial experts will help you with your planning needs.
Jennifer Luzzatto, CFA, CFP®
President, Summit Financial Partners, Inc.
Education:
• 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
Experience: Jennifer began her career in the financial services industry more than 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 founded Summit Financial Partners, a fee-only financial planning and investment advisory firm located in Richmond, Virginia, her home for over 35 years.
Along the way, Jennifer earned two of the industry’s highly regarded designations: CERTIFIED FINANCIAL PLANNER™ (CFP®) and CERTIFIED FINANCIAL ANALYST™ (CFA®)
CFP professionals have met extensive training and experience requirements and take a personalized approach to bringing all of the pieces of a client’s financial life together.
The CFA designation is regarded by most to be the key certification for investment professionals which measures the competence of financial analysts.
By earning both of these industry designations, Jennifer is in a position to thoroughly help clients through all aspects of financial planning, including coordinating investments to be in alignment with financial goals.
After almost 26 years of marriage, her husband lost his battle with Leukemia. Experiencing this loss has given Jennifer a unique insight into helping clients deal with loss; whether the loss of a spouse or child, loss of a marriage through divorce, or loss of a job, whether chosen by retirement or not by choice.
Inspired by Jennifer’s personal experience and informed by her three decades in the financial services industry, Jennifer wrote Inheriting Chaos with Compassion to help readers get through the tangled financial legacy a loved one may have left behind. Inheriting Chaos with Compassion
Jennifer has many important things in her life to keep her busy outside of work: her daughter, her family, friends, her dog, and her involvement in her church. As often as possible, she finds pleasure and solace in the mountains of Virginia or in other beautiful locations around the country.
Mike Sigmon is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with a decade 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.
Having a long-time interest in finances, Mike completed his undergraduate studies at Liberty University School of Business in Lynchburg, Virginia, with a specialty in Finance.
Before joining Summit, Mike served in several different roles at PIEtech®, Inc., the creators of an 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 portfolios, meeting future goals, such as college savings plans, Social Security selection options, and managing ever-increasing health care expenses.
Throughout his career, Mike has spoken at numerous financial conferences across the country and has maintained long-term partnerships with national enterprises, resources he can tap into if needed in support of clients.
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. Mike enjoys long-distance running. He can often be found running many of the trails around Richmond like the Buttermilk trail next to the James River. He has even completed a few Ultra-Marathons! Along with spending time with family and running, he enjoys being outdoors as much as possible doing everything from hiking the Appalachian Trail to fly fishing to working on various projects around the house. He is an active member of his church serving in many capacities.
