6905 N Wickham Rd, Suite 502
Melbourne, FL 32940
Shore to Summit has a branch located in Melbourne, FL. Meet our associates and get in touch using the contact information listed below.
Managing Director
Learn more about John
Registered Client Relationship Manager
Learn more about Heather
Registered Client Relationship Manager
Learn more about James
Managing Partner
I’ve spent most of my adult life doing work centered around people, leadership and service.
Today, I’m a Managing Partner at Shore to Summit Wealth Management, where I help lead our practice, oversee our Melbourne, Florida office and play a critical role in our business development efforts across the country. One of the things I enjoy most about my role is getting to know great financial advisors, entrepreneurs and families, understanding what they are trying to build, and figuring out how we can help them get there.
I’ve been in financial services for more than 24 years. Before Shore to Summit, I spent a significant part of my career with Janus Henderson Investors, where I had the opportunity to work alongside thousands of financial advisors and their clients across the country. That experience gave me a front-row seat to what separates good advice from great advice — and reinforced my belief that this business is ultimately about relationships, trust and helping people make better decisions.
I earned the Certified Investment Management Analyst® (CIMA®) designation through Wharton and the Retirement Management Advisor® (RMA®) designation through the Investments & Wealth Institute, with executive education through the University of Chicago Booth School of Business. I also received my bachelor’s degree from Worcester State College.
Long before financial services, however, I was a United States Marine. I served eight years on active duty as an Infantry Officer, Reconnaissance Platoon Commander and Company Officer at the United States Naval Academy, ultimately attaining the rank of Major. The Marine Corps shaped much of how I still approach life and business today: take care of your people, embrace hard things, stay focused on the mission and never take yourself too seriously.
Service remains a big part of my life outside of work as well. I co-founded Bourbon & Bowties Baltimore, serve on its board and currently serve as president. The organization supports charitable organizations throughout the Baltimore community, including causes serving veterans and other families and organizations in need.
But the titles I care about most are husband and dad.
My wife, Denyele, and I have five kids — Zach, Jake, Julia, Natalie and Audrey — and our family is at the center of pretty much everything we do. Life with our crew is busy, occasionally chaotic and rarely boring, which is exactly how I like it.
Outside of work, you’ll usually find me somewhere near the water, on a boat, working out, traveling or figuring out the next adventure. I’ve completed 13 Ironman-distance triathlons, including the Ironman World Championship in Hawaii. These days, I’m a little less obsessed with finish times and a lot more interested in making sure I actually enjoy the ride.
That philosophy carries into my work as well. Build something meaningful. Surround yourself with great people. Do work that matters. And remember to enjoy the ride along the way.
Managing Director
John has been helping his clients achieve their financial goals for 30 years. His management skills are notable for the close business relationship he maintains with his clients and the high degree of personal attention each client receives.
Before joining Shore to Summit Wealth Management, John was previously the owner operator of Gideon Wealth Management and also worked at Merrill Lynch. He earned his bachelor’s degree from Florida Atlantic University and holds the Fundamental Choice Portfolio Manager designation.
John has been a resident of Annapolis for virtually all his life. He has two daughters and four grandsons. Outside of work, John enjoys reading, spending time strengthening relationships with family and close friends, biking, resistance training, tutoring math, and playing chess. He was also an avid baseball player into his 50’s.
Registered Client Relationship Manager
Heather began her career in banking, and later transitioned to the investment industry. She brings over 9 years of experience to the team and has dedicated that time to making sure clients have the highest quality service experience. She is a registered representative holding her FINRA Series 7 securities registration, and currently working on becoming fully licensed.
She holds a bachelor’s degree in finance from the University of Central Florida. Her strengths include providing financial support and cultivating lasting client relationships. Heather takes pride in her Client First attitude and strives to always provide high-value service. Being raised in a small rural town, Heather has seen firsthand the impact finances have on a person’s quality of life. This motivates her to connect with clients and help them achieve their life goals.
When Heather is not assisting clients, she spends her free time offshore fishing, golfing and tinkering in the garage with her Corvette.
Registered Client Relationship Manager
James jumpstarted his career in the financial industry in 2020, where he worked for Merrill Edge. While at Merrill, he held various roles including Financial Service Representative, Investment Consultant, and most recently, a Financial Advisor. Joining the Shore to Summit WM team in the spring of 2023, James is dedicated to serving our clients, and assisting them to achieve the financial lifestyle they are looking for. By gathering financial information needed to complete the investment planning process, James will work diligently to help you achieve your goals, in and out of retirement. James also holds his FINRA Series 7 and Series 66 securities registrations.
With a passion for all things math, and a brain always calculating, James graduated with a degree in Mathematical Economics from High Point University. He currently resides in Melbourne, Florida. In his free time, James can be found getting creative in the kitchen, whipping up delicious recipes. He also loves to travel, and is an active sports lover.