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.
Timeline Full Names and Titles:
- Kelly Brown | Senior Vice President
- Scott Brown | CEO, Founding Partner
- Ben Spiker | COO, Founding Partner
- Jim Hilliard | Managing Director
- Mike Hilliard | Managing Director
- Chris Fiacco | Partner, Business Development
- John Gideon | Managing Director
- Sherry Saucerman | Managing Director
- Darlene Perna | Managing Director
- Aiyana Tyler | Senior Administrative Associate
- Dan Parnes | Financial Advisor
- Brant Wiehardt | Associate Vice President
- Mike Winter | Associate Vice President
- Dan Hitchcock | Managing Director