David Larson, CFP®
Founder & Chief Investment Officer
David has over 15 years of experience in wealth management and previously served as a portfolio strategist at a $2B RIA. He specializes in portfolio construction and long-term strategic planning.
Meet the Team
The people behind Summit Ridge.
Meet the advisors in our fictional wealth management firm.
Emily Chen, CFA®
Director of Financial Planning
Emily specializes in retirement income strategy and tax-efficient portfolio design. She works closely with clients to build comprehensive, long-term financial plans.