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Team

At Summit Tax & Financial Services, Inc., we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies*
  • Retirement investing and distribution strategies*
  • Estate conservation issues
  • Risk management analysis*

We also can answer your questions, including:

  • Can I retire early?*
  • Are my investments working hard enough?*
  • What’s a good approach for college savings?*
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

*These services offered by Deborah Derham or Jennifer Logan through their affiliation with HD Vest.   



 

Deborah A. Derham, EA has decades of experience in tax preparation, financial services, small business management and representation of taxpayers. She offers practical and common sense solutions to difficult problems and challenging...

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Jennifer A. Logan, EA has over 20 years experience in tax preparation, financial services, representation of taxpayers, small business start-ups and bookkeeping. Her background in payroll and sales tax return preparation enables her to...

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