K. Wade Carpenter, CFP^®, AIF^®, ChFC, CLU
As a partner of Summit Wealth Advisors, Wade takes a comprehensive approach to the financial planning process. His role as an advocate for his clients can be best summarized by his personal mission statement: "To educate my clients as to their options and alternatives so they can make informed decisions and be the best stewards of their resources."

As a financial advisor with more than 20 years of experience in the financial services industry, he strives to demonstrate a consistent ability to help protect and grow the hard-earned assets of his clients. While having a broad-based understanding of the financial services industry, Wade has chosen to focus his energies on working with business owners, professionals, and executives. His experiences with these clients have helped him to be attuned to their unique needs.

Wade graduated from Central Missouri State University with a bachelor's degree in business administration. He holds the CERTIFIED FINANCIAL PLANNER^™ certification, the Certified Family Business Specialist designation (CFBS), Accredited Investment Fiduciary® (AIF®) designation, the Chartered Financial Consultant (ChFC), and the Chartered Life Underwriter designation (CLU). He is also a member of the Financial Planning Association (FPA). Wade currently serves on the board of the UCM Foundation and has served on the board of a local non-profit organization, Community LINC, as well as the Epsilon Iota chapter of Phi Sigma Kappa.

Wade values education as a way to promote professional excellence and sets himself apart by staying current with regard to ever-changing tax, legal, and financial issues.

While not working, Wade enjoys reading, golfing, and traveling with his wife, Stephanie, and their three daughters, Kristi, Courtney, and Cassidy.

Jeffrey A. Tudas, CFP^®, MBA
As a partner of Summit Wealth Advisors, LLC, Jeff is focused on fee-based financial planning and investment management. He believes that clients are best served when they work with an advisor who provides objective, well thought out advice.

Upon graduation from Purdue University in 1979 with a BS in Chemical Engineering, Jeff joined Nalco Chemical Company. After several years of technical problem solving and sales management in the oil and gas industry, Jeff obtained an MBA from Rockhurst University. He joined Legacy Financial Group in the fall of 2000. In February 2003, Jeff was promoted to investment specialist for the firm. Jeff and his partner, Wade Carpenter, started their own firm, Summit Wealth Advisors, LLC.

Jeff is a registered representative of Commonwealth, holding FINRA Series 7 (general securities), Series 66 (investment adviser law) and Series 24 (general securities principal) securities registrations. He is a CERTIFIED FINANCIAL PLANNER^™ Professional.

Jeff and his wife, MaryBeth, are the proud parents of four children. Together, they enjoy Boy Scouts and youth sporting events. Jeff is the former president of the Bristol Place Homes Association and has participated as a house captain for Christmas in October.

Jessica J. Troxel

As a Financial Advisor with Summit Wealth Advisors, Jessica works with clients in all facets of the financial planning process. From initial meetings to creating plans, as well as researching investments, making recommendations, and annual review meetings, being a resource for the firm's clients is important to her. She enjoys helping clients throughout the planning process, but also with any unique circumstances or situations that can occur.

Michelle Poston

Michelle joined  Summit Wealth Advisors as a Financial Assistant in July 2009 and currently is the Director of Operations. Michelle tracks transfers to completion and communicates with clients during the process. She works with clients through the Wealth Management Process by helping to establish and maintain their investment accounts. Michelle also leads our client service efforts and helps with ongoing portfolio maintenance, which includes trading, reallocating and rebalancing accounts. She also spearheads marketing such as client events and social media.

Prior to working with Summit Wealth Advisors, Michelle was a Financial Advisor with Waddell & Reed and Ameriprise Advisor Services Inc. She holds FINRA Series 7 and 66 securities registrations as well as her Kansas Life and Health Insurance licenses. Michelle earned a Bachelors Degree in Business Finance from the University of Missouri Kansas City.

In her free time, Michelle enjoys spending time with her husband, Jimmy, and their two boys, Aiden and Mason. In addition, she enjoys exercising, reading and keeping in contact with friends through Facebook.

Peggy Jones
Peggy joined the Summit Wealth Advisors Team as a Financial Assistant in April 2011.