Meet Our Team

Andy Duff | CFP®, CLU®, ChFC®

Certified Financial Plannerâ„¢

530-246-4333

Andy.Duff@Summit-WS.com

Hi, I'm Andy. I'm a Certified Financial Planner™, which means I am a fiduciary as well. In short, I have the qualifications and the professional passion to help you with financial planning.

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Keith Fedor | RICP®

Financial Planner

615-239-1542

Keith.Fedor@Summit-WS.com

Hi, I’m Keith. My focus is Retirement Planning; from growing and protecting wealth to implementing retirement income distribution strategies. My passion is witnessing people’s lives empowered by a solid financial plan for retirement.

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Kyle Bird

Financial Advisor

530-250-4944

Kyle.Bird@Summit-WS.com

My goal is to fully understand your unique financial situation and apply my knowledge and experience to see you accomplish your financial goals and dreams. I come alive helping people plan for their future. 

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Mathilda Spiers

LPL Registered Associate & Client Services

877-831-4441

Mathilda.Spiers@Summit-WS.com

The best part of my job is providing the tools, resources, and support to enable our advisors in focusing on helping clients pursue their financial goals and create financial freedom to enjoy the quality of life they deserve.

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