Summit Pointe Advisors Team

 

Many people go through their lives making financial planning decisions that are relatively uncoordinated. This results in frustration and inability to visualize their overall financial plan. We work with, for and on the behalf of our clients in collaboration with other financial professionals like attorneys and CPAs. Our clients are best served by an efficient team of professionals working together.

 

 

Brent R. George, CFP®, ChFC®, AWMA® , AIF®

Brent draws upon 20 years of financial planning experince, plus, his prior medical, military, and aviation experiences to help you simplify your processes and truly see your finances from an altitude of 30,000 feet. Then, he helps you make the changes to get on course for the goals that YOU want to accomplish.

Personal

  • Lives in Mechanicsburg, PA
  • Former Air Force ANG Pilot and Officer
  • 20+ Years Experience: Financial Planner
  • Married (Kelly)
  • 2 Children (Hannah, Caroline)
  • Hobbies: Golf, cooking, wine tasting
  • Supported Charities: Purple Feet, Hospice of Central PA

Qualifications

  • AWMA®, Accredited Wealth Management Advisor
  • CFP®, Certified Financial Planner®
  • ChFC®, American College
  • FINRA Series 7 Registration
  • FINRA Series 65 Registration
  • Investment Advisor Rep.—MML Investors Services, LLC
  • Registered Representative—MML Investors Services, LLC,
  • BS in Biology—Elizabethtown College,
  • MDRT, Court of the Table
  • Member: Financial Planning Association
  • Member: Harrisburg Estate Planning Council
  • Member: National Assoc. of Insurance & Financial Advisors

 

 

Bryce R. Schafer, AIF®

Bryce is a financial planner with Summit Pointe Advisors that partners with individuals, families and business owners to recommend and implement strategies that create, accumulate, protect and transfer wealth. Being born and raised in Central Pennsylvania has taught him the importance of family and the value of community. His goal is to develop life-long relationships with clients and be a continual resource for them at each step. 

Personal

  • Lives in Mechanicsburg, PA
  • 5+ Years Experience
  • Hobbies: Golfing, Fishing, Skiing, Reading
  • Supported Charities: Purple Feet, American Red Cross, Wounded Warrior Project
  • Member: West Shore Young Professionals

Qualifications

  • AIF®, Accredited Investment Fiduciary
  • FINRA Series 7 Registration
  • FINRA Series 66 Registration
  • PA Resident Insurance Producer License
  • BS in Biology – Millersville University

 

 

 

Scott Massie, MBA

Preparing for that next step in life isn’t always easy. My combination of experience, professionalism, and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.

•   Married to Cynthia
•   3 children
•   Hobbies: Travel, spending time with family and friends

Qualifications

•   Financial Services Professional since 1990
•   BA Penn State University
•   MBA Wake Forest University
•   Investment Advisor Representative

 

Matthew Eberly, ChFC®, RICP®, ChFEBC®

Knowledge is the key to a successful financial future. My background, experience, and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.

 

 

Zachary Hogentogler

I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients.

I offer an analysis of your current financial situation and help you identify financial goals and concerns, illustrate what is being done to reach your goals, and identify gaps, if present, and offer solutions to help fill them.

•   Hobbies: Lacrosse, wrestling, coaching

Qualifications

• Bachelor of Science in Business Administration Degree from Shippensburg University in Pennsylvania

 

 

Jenna Catania, FPQP®

Jenna is an Administrative Assistant and Qualified Paraplaner with Summit Pointe Advisors. She has a background in banking and business accounting processes and has been with the team since December of 2021.


•   Lives in Mechanicsburg, PA
•   Hobbies: Cooking, crochet, painting
•   Supported Charities: I Dream of Whiskers, LLC
•   5+ years clerical experience
•   Notary Public

 

 

Caroline George

Caroline is an Administrative Assistant with Summit Pointe Advisors. She has a background in marketing and human resources and has been with the team since June of 2024.

  • Lives in Mechanicsburg, PA
  • Hobbies: Traveling, Snowboarding, Gardening

Qualifications

  • Bachelor of Science in Management from Pennsylvania State University
  • Bachelor of Science in Marketng from Pennsylvania State University