Your Team 2018-02-15T08:34:45+00:00
Sean McDermott, CFP®
President | Partner
Phone651-490-2939
LocationRoseville, MN
Sean McDermott, CFP®

President | Partner

Sean McDermott is the owner, founder, and president of Summit Investment Advisors. Sean began his career in financial planning after graduating from St. John's University in 1989. Thereafter, he earned his Certified Financial Planner degree from the College for Financial Planning. He holds Series 7 and 63, and is a registered Series 24 and 51 Principal Supervisor through LPL Financial. In addition, Sean is a licensed Life/Health Variable Annuity Insurance Agent.

Sean has received numerous awards and national recognition during his career as a CERTIFIED FINANCIAL PLANNER™. His credits include: ranked in the top 1% nationally of LPL Financial advisors*; member of LPL Financial Executive Council*; nationally recognized in  ForbesMoney Magazine by the Financial Planning Association; rated Top Independent Wealth Advisor by Minneapolis/St. Paul Business Journal**

Sean's areas of expertise include: Investment Management, Financial Planning, Estate Planning, and Retirement Planning.

A significant part of Sean's career has been dedicated to teaching at Fortune 500 corporations, health care institutions, and colleges where he has been able to expand his client services throughout the Minneapolis/St. Paul area and to other states.

Sean lives is Minnetonka, Minnesota with his wife, Gina and their 3 children, Logan, Landon, and Lexa. When not busy working to grow and improve his client services, Sean enjoys attending and supporting his children's busy school and extra-curricular activities with his wife. Sean renews his energy by playing golf in Minnesota and Florida, riding his bike, and trail hiking.

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651-490-2939
Roseville, MN
Nathan Krampe, CFP®
Vice President | Partner
Phone651.490.2939
LocationRoseville, MN
Nathan Krampe, CFP®

Vice President | Partner

Since beginning his financial planning career, Nathan has worked with a broad scope of clients managing a full spectrum of financial planning issues. He graduated from the University of Minnesota with a Bachelor of Individualized Studies degree highlighting three separate majors, marketing, communication, and computer science.

After college, he continued his studies at Kaplan University and College of Financial Planning where he obtain his licenses and increased his knowledge of financial matters. Nathan joined the Summit Team in 2007, serving clients with a goal of maximum client satisfaction. In 2013 Nathan was awarded the CERTIFIED FINANCIAL PLANNER™ professional designation from the College of Financial Planning. In 2017, Nathan was awarded one of "America's Top 500 Next Generation Wealth Advisors" in Forbes Magazine. Nathan was also recognized in 2016 as a top financial advisor and named to LPL’s Patriot’s Club. This premier honor is awarded to less than 10% of the firm’s approximately 15,000 advisors nationwide. In April of 2015, Nathan appeared in the Wall Street Journal as "Ten Five Star Wealth Managers You Need to Know," as well as Smart Money Matters with host Brad Sattin. Additionally, he appeared in Minneapolis / St Paul Magazine as a Five-Star Wealth Manager* for 2018, 2017, 2016, 2015, and 2013.

Nathan currently holds a series 7 and 63 securities qualifications through LPL Financial, an Investment Advisor Representative (IAR), and holds life insurance license with variable lines.

Nathan enjoys spending time with his wife Sarah and sons Micah and Isaac. He is a 16-year resident of Minneapolis and helped start a new church in the area where he gives of his time on the Elder board and Finance Team. To relax, he loves to spend time outdoors running, hiking, biking, and traveling.

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*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2016 Five Star Wealth Managers.
651.490.2939
Roseville, MN
Russell Rogers, CFP®
Wealth Advisor
Phone651.490.2939
Russell Rogers, CFP®

Wealth Advisor

Russell began his career in the financial services industry in 2007.  He has worked at several other financial firms in the Twin Cities and has experience in operations, financial planning, investment research, marketing and public speaking.  Russell joined Summit Investment Advisors in 2011 and is a Wealth Advisor on the team.

After Graduating from Bethel University with a BA in Philosophy, Russell served as an Officer in the Minnesota Army National Guard for 6 years, achieving the rank of Captain. Russell currently holds a series 7 and 63 securities registrations, series 24 (General Securities Principal) through LPL Financial and life, accident & health insurance licenses with variable lines.  He is an Investment Advisor Representative (IAR) and an LPL Registered Representative and is a CERTIFIED FINANCIAL PLANNER™.

Russell lives in Ramsey with his wife, Jena, and two children, Calvin and Lucia. Russell enjoys spending time outdoors, playing guitar, bass and drums and is a Green Bay Packers fan.

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Scott Caskey, CFP®
Wealth Advisor
Phone651.490.2939
LocationRoseville, MN
Scott Caskey, CFP®

Wealth Advisor

As part of the operations team, Scott works directly with clients providing portfolio updates and other services. He takes a proactive approach keeping clients notified of important changes. Scott graduated from the Eli Broad College of Business at Michigan State University with a major in finance. He has been in the financial planning industry for several years, joining Summit Investment Advisors in 2013. He possesses Series 7 and Series 63 securities registrations through LPL Financial as well as life and health insurance licenses.

When he's not in the office, Scott enjoys spending with his family, traveling with friends, and watching sports.

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Joel Budd
Wealth Advisor
Phone651.490.2939
LocationRoseville, MN
Joel Budd

Wealth Advisor

Joel is a Financial Consultant with 27 years of experience providing comprehensive financial planning services to his clients. Joel offers comprehensive wealth management services including financial, education, retirement, investment, and estate planning.  He has been awarded the Five-Star Wealth Manager* for five consecutive years.

Joel was born and raised in the Twin Cities and has two children, Alexandra and Michael. He is married to his wife Kathleen.  When away from the office Joel enjoys spending time with his family, fishing, playing hockey, golf, and enjoys the outdoors.

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*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2016 Five Star Wealth Managers.
651.490.2939
Roseville, MN
Lori Aufderhar
Registered Admin
Phone651.490.2939
Lori Aufderhar

Registered Admin

Lori became a member of the Summit operations team in August 2014. She obtained the Series 7 and Series 63 securities registrations through LPL Financial as well as Life and Health Insurance licenses in 2003. Lori has worked with LPL firms since 2005 and is trained as a Life Coach. Her educational background is Business Management with accounting plus significant industry experience in financial services and health care business offices since 1994.

Outside of Summit Lori devotes her time to her life coaching practice, enjoys an active outdoorsy lifestyle which includes biking, golfing, skiing, boating, hiking and travel. Her book "Not It" An Approach to Life was released July 2014. Lori has 2 sons who are Iraqi veterans, a daughter-in-law and 2 granddaughters. A longtime Rochester area resident, Lori likes exploring the Twin Cities and getting to know the area.

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Andy Kuhl
Client Relationship Manager
Phone651.490.2939
LocationRoseville, MN
Andy Kuhl

Client Relationship Manager

Andy joined the Summit Team in 2017.

651.490.2939
Roseville, MN
David Pung
Wealth Advisor
Phone651.490.2939
LocationRoseville, MN
David Pung

Wealth Advisor

Dave joined the Summit Team in 2017.

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651.490.2939
Roseville, MN
Chris Swanson, CFP®,CRPS®,AIF®
Wealth Advisor
Phone715.386.5572
LocationHudson, WI
Chris Swanson, CFP®,CRPS®,AIF®

Wealth Advisor

My mission is to help employers provide their employees with the opportunity to reach their individual retirement goals through well designed and properly executed 401(k) plans.

As a member of the LPL Retirement Plan Consulting Program, I am able to act in a fiduciary capacity with respect to investment advice to retirement plan sponsors. I offer full fee transparency, unbiased fiduciary investment advice and bring substantial retirement plan experience & knowledge. I have been on both sides of the table as both a plan administrator and now as a plan consultant. I have been providing one-on-one employee education since 2000.

As a CERTIFIED FINANCIAL PLANNER™ I help individuals and their families plan for tomorrow while taking care of today through effective financial planning and investment advisory strategies.

Margaret Lessard
Operations Assistant
Phone651.490.2939
Margaret Lessard

Operations Assistant

Margaret has a background in brokerage operations with 9 years at Summit. She assists at the front desk and aids in various projects around the office.

Elisabeth Morley
Marketing Coordinator
Phone651-490-2939
Elisabeth Morley

Marketing Coordinator

Elisabeth has a background as an artist with a degree in the Fine Arts from the University of Northwestern.  She assists the team with marketing needs and aids in various projects around the office.

Jean “Carol” Klein
Dir. First Impressions
Phone651.490.2939
Jean “Carol” Klein

Dir. First Impressions

Carol has been with Summit for over a decade. She helps keep operations running efficiently around the office and also assists with scheduling and client communications at the front desk.

Kristi Rogstad
Dir. First Impressions
Phone651.490.2939
LocationRoseville, MN
Kristi Rogstad

Dir. First Impressions

As our new Director of First Impressions, Kristi will greet you with a smile and cheery hello the next time you stop by.  Kristi helps keep operations running smoothly at the office, and also assists with scheduling and client communications at the front desk.

 

When she's not at the office, Kristi enjoys spending time with her husband Dave and her two children Andy and Ashley. She enjoys reading a good book, sitting around a campfire, working on Hardanger (a Norwegian form of embroidery) or any other craft that is challenging.