Our STORY
Follow our journey of how Shore to Summit came to be, as well as the major developments in the history of our business.
September 1996
Scott Brown and Kelly Brown begin working together
April 1999
Ben Spiker, Scott Brown, and Kelly Brown begin working together
September 2017
Scott Brown and Ben Spiker form Shore to Summit after successful careers at Smith Barney and Merrill Lynch
September 2017
Kelly Brown , Aiyanna Tyler, and Mike Winter join Shore to Summit, opening offices in Bozeman and Annapolis
August 2019
John Gideon joins Shore to Summit
January 2020
Dan Hitchcock joins Shore to Summit, and the business surpasses $500 million in AUM
February 2021
Sherry Saucerman joins Shore to Summit, opening an office in Jacksonville, and the business surpasses $700 million in AUM
November 2022
Michael Hilliard joins us and opens the Severna Park, MD office
March 2023
Jim Hilliard joins us and opens the Severna Park, MD office
April 2023
Dan Parnes joins us in the Annapolis office and Chris Fiacco joins us as the Business Development Partner.
May 2023
Darlene Perna joins Shore to Summit, opening an office in Merritt Island, FL and the business surpasses $1 Billion in AUM.
June 2023
Brant M. Wiehardt joins the Bozeman office.
October 2023
The Logue Financial Group: A Shore to Summit Wealth Management Partner joins us with their office in Hanover, PA. The business surpasses $1.5 Billion in AUM.
July 2024
Kenneth J. Jubert joins as Managing Partner, Strategic Growth
October 2024
Doug Davis, Managing Director joins Shore to Summit, with an office in Starkville, MS. The business surpasses $1.8 Billion in AUM.
March 2025
Candace P. Corette-Pratt, MBA, Partner, joins Shore to Summit in the Bozeman, MT branch. The business surpasses $2 Billion in AUM.
April 2025
Kris Moos, Partner, joins Shore to Summit in the Bozeman, MT branch. The business surpasses $2.15 Billion in AUM.
July 2025
Christopher K. Hutchinson, Partner & Senior Private Wealth Financial Advisor joins Shore to Summit in our new office in Cranberry Township, PA. The business surpasses $2.75B in AUM.
August 2025
Jon Lindenberg and Mark Jutkowitz CFP® CDFA®, Managing Partners, join Shore to Summit in our new flagship Bethesda, MD location. The business surpasses $3B in AUM.
September 2025
Taeya Lauer joins as Partner in our first west coast office in Seattle, WA. Joe Aley joins as Partner in our second west coast office in Portland, OR. Shore to Summit is now officially represented from coast to coast.
October 2025
Generations WMG, a Shore to Summit Wealth Management Partner joins us with a flagship office in St. Louis, MO. The business surpasses $4 Billion in AUM.
November 2025
Mark Serrian joins us with a new office in Minersville, PA. The business surpasses $4.5 Billion in AUM.
March 2026
Catherine Nicholas and Moshe Burstin join the Bethesda Office of Shore to Summit Wealth Management. The business surpasses $5.0 Billion in AUM.
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