Summit Wealth Planning-Northwestern Mutual

Financial Quote Friday!


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Today we’re celebrating Aaron Conrad!

Your leadership, dedication, and commitment to doing things the right way set the tone for everything we do at Summit Wealth Planning. We’re grateful for the impact you make on our team and the clients we serve every day.

Wishing you a year ahead filled with success, good health, and plenty of time to enjoy the moments that matter most.

Happy Birthday, Aaron! 🎂

It started with an internship at 21. Today, Aaron Conrad is the founder of Summit Wealth Planning and a Forbes-recognized Best-in-State Financial Security Professional, three years running.

But ask him what matters most, and he'll tell you: faith, family, and helping others build a plan worth showing up for. When he's not in the office, you'll find him chasing self-development, cheering on the Braves, or enjoying time with his wife Janie and daughter Emma (with baby #2 on the way this September!).


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Say hello to Ben David, Financial Representative at Summit Wealth Planning!

Ben's journey started with a two-year internship at Northwestern Mutual, where he built a strong foundation in financial planning and client relationships. Now, he's committed to helping clients make informed, strategic decisions- grounded in the same discipline and consistency he brings to his own health and fitness goals.


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Financial Quote Friday!


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Meet Tyler Rivers, Associate Financial Advisor!

Tyler Rivers is on a mission to create meaningful impact for clients across Central and Northwest Louisiana, especially those in the oil & gas and medical industries.

His approach mirrors his personal life- he's always training for the next challenge, whether that's an endurance race or a client's long-term goals. Dedication and resourcefulness aren't just words to Tyler; they're how he shows up every day.


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Meet Camila Gonzalez Chan, our Operations Intern!

A former high school valedictorian now studying finance at McNeese State University, Camila is passionate about clear communication and connection between our clients and our firm.

When she's not strengthening our day-to-day operations, she's baking pastries, solving puzzles, or spending time outside with her dogs.


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Financial Quote Friday!


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Meet Gracie Andrus, our Operations Manager!

Gracie brings structure, coordination, and steady leadership to everything behind the scenes at Summit Wealth Planning- the kind of behind-the-scenes work that makes every client experience feel effortless.

A McNeese State grad with a background in agricultural business, she brings a practical, detail-oriented mindset to operations. Outside of work, you'll find her staying active through Pilates, spending time with her fiancé, or simply unwinding outdoors.


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