About Our Firm Our StorySummit Financial was founded by Fred Werner & David Daniel in 2003. After working with Summit for over 10 years Todd Lambert & Mike Pharr became partners in 2013. April 2014 Summit Financial became a Focus Financial Partner Firm. In October 2015 Summit Financial merged with FPL Asset Management out of Monroe, LA. This acquisition brought in C. Louis Ray’s experience in the area of ERISA retirement plans. In 2019 Summit Financial acquired Massingale & Associated in Ruston, LA. These acquisitions have also allowed Summit Financial to grow its geographical footprint making it one of the largest independent firms in the state of Louisiana.ExperienceFounders Fred Werner and David Daniel have 40, and 29 years of experience respectively.10 members of Summit Financial’s team have over 20 years’ experience in the investment businessWe have experience with business owners who have sold their businesses, retirees, ERISA plans, as well as other individual clients.ProfessionalismOur collective group of partners / staff have earned the following advanced degrees and designations: CFP®, CIMA, AIF, AIFA, MS, and MBA.It will never be our goal to be the cheapest investment group, only the best.Personalized ServiceBy knowing our clients personally and not hiring third party money managers from another part of the country, we feel we have a distinct advantage over other professionals.We manage our own investments and have the ability to personalize portfolios to fit our clients’ needs.Our client service/relationship managers have worked closely with clients for many years.