About

Knowledge-based advise and the track record of experience to support it.  Carefully planned investment strategies to help minimize risk and portfolio volatility while attempting to enhance financial security.  

Balance investment portfolios which will help manage investments during changing economic environments.

Risk management strategies to help ensure that you will have a comprehensive strategy to help achieve your goals.

Professionally managed investments to give you access to leading portfolio managers.

Brett R. Langer, CFP®

President of The Summit Financial Strategies, Inc.

503-466-1989
503-466-2128

linked-in.png  

Having degrees in economics and psychology, combined with 20 years of experience managing a small business, all benefit Brett in working with educating his clients in becoming better investors. Brett has 25 years of investment experience, and created The Summit Financial Strategies, Inc with his father, Bill Langer, in 2002.  Brett graduated from the College for Financial Planning of Colorado in 2010 and was certified by the Certified Financial Planner ™ Board on May 31, 2011. Besides working with his father, Brett's greatest enjoyment in the business comes from developing great relationships with his clients. Brett currently serves as the Principal and Branch Manager of The Summit Financial Strategies, Inc.

Brett holds a Series 7 and Series 51 securities license. He also holds the Series 66 Investment Advisor Representative registration and the Series 24 Securities Principal registration. Also, he has his Life & Disability insurance licenses as well as his Long Term Care Certification.  In 2011 he earned the designation of Certified Financial Planner ™ Professional. 

Brett’s Investment Philosophy:

Understand each investor and their specific needs currently and into the future

Come up with Investment Strategies that each individual investor can understand and have confidence in

Be willing to understand changes that happen in this global economy and make adjustments to portfolios as the world continues to evolve.

Tailor portfolios to coincide with each individual investor’s own philosophies, objectives, risk tolerance and time horizon.

Personal note on Brett:

When not working in the office, or studying the market, Brett enjoys his family life. He and his wife, Kim, were married in 1992 and have 3 children: Parker, Harrison, and Brezlyn. In August of 2012, Kim joined The Summit Financial Strategies, assisting in the administration of the office. Brett enjoys many activities including golf, mountain biking, hiking, and gardening.

The Summit Financial Strategies Inc. will focus on your investment situation; structure your retirement plans and investment strategies.  We will review and monitor your investments to ensure alignment with and to better improve attainment of your financial goals.

FINRA BrokerCheck

Photo of team member

Keith Bandettini

Financial Advisor

503-466-1989
503-466-2128

linked-in.png 

 

Keith has more than 20 years of Financial Management, Operational and Information Technology experience with Fortune 500 companies including NIKE, Boeing and KinderCare Learning Centers.  Prior to joining The Summit Financial Strategies, Inc, he worked for Waddell & Reed as a Financial Advisor.

In addition to his experience with corporate finance, Keith has also owned a cabinet manufacturing company and understands the complexities and volatility of running a small business.

With this broad-based business experience, Keith helps his clients identify, define and prioritize their financial goals.  Keith develops, implements and adjusts financial strategies to help clients work towards achieving these goals.  Keith works actively to develop long-lasting client relationships, communicating effectively to give objective and insightful financial guidance.

Raised in Oregon, Keith received a BS in Business Administration from Oregon State University.  He also has pursued graduate studies in Informative Systems Management at Seattle Pacific University.  He holds the Series 66 and Series 7 securities licenses as well as Health and Life Insurance licenses in Oregon, New Mexico and Washington. 

FINRA BrokerCheck

Website Design For Financial Services Professionals | Copyright 2019 AdvisorWebsites.com. All rights reserved