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Who We Are

Founded in 1996, Summit Group of Virginia LLP is an independent, financial consulting firm located in Virginia Beach, Virginia. We currently serve over 500 individuals and more than 100 corporate clients, with over $1 billion in assets under advisement.

Our multifaceted backgrounds and experiences provide our clients with access to a unique team of professionals able to deliver a wide-array of financial services and products. We are proud to operate as true advocates for our clients and work to help simplify the complex financial decisions they are frequently faced with.

Our firm’s style and structure allows us to maintain close, trusted relationships with our clients while providing services on a national scale. Our clients span from coast-to-coast and our partners are frequently asked to speak and advise on industry panels across the country. All of this with one goal in mind – to create better outcomes for our clients.



Advisors

Jeffrey Silverman

Jeffrey Silverman

Managing Partner

David Stockmeier

David Stockmeier

Managing Partner

Craig Stanley, CPA, CPFA

Craig Stanley, CPA, CPFA

Financial Advisor & Lead Partner, Retirement Plan Consulting

Kevin Letellier

Kevin Letellier

Lead Partner, Corporate Group Benefits

Lieren Timeus

Lieren Timeus

Retirement Plan Advisor

Client Service & Operations

Dawn Smith

Dawn Smith

Client Relationship Manager

Katie Pepple

Katie Pepple

Client Service Associate

Melinda Guenzi

Melinda Guenzi

Administrative Associate

Sarah Delacey

Sarah Delacey

Client Operations Associate

Kerry Heyman

Kerry Heyman

Health Benefits Coordinator