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Summit Financial Advisors
Jamie Letcher is Vice President – Wealth Management Summit Financial Advisors in Madison, Wis. Summit Financial Advisors is located at Summit Credit Union, a $2.7 billion CU serving 163,000 members. Jamie helps members work toward achieving their financial goals and through a process that begins with a "get-to-know-you" meeting and ends with a collaborative plan, complete with action steps. Jamie uses a "big picture" approach, helping ensure members are saving adequately, protecting their families and investing in a manner appropriate for age and risk tolerance.
First and foremost, Jamie considers himself an educator. "I find it important to explain things in a simplified manner and to educate on the pros and cons of different decisions," Jamie says. "Then clients are able to make an informed decision, taking into account their concerns, yet progressing toward their goals."