About Us
A New Level Of Attention, Insight, and Guidance
At Summit Pointe Advisors, we believe in the power of constant and never-ending improvement – both for ourselves and for the clients we partner with. Our approach is built on the principles of responsiveness, integrity, teamwork, and excellence, ensuring that every interaction is guided by trust and a commitment to your financial well-being.
We serve you as a catalyst for positive change by empowering individuals, families, and businesses through education, communication, and collaboration. By providing clear guidance and tailored strategies, we help you make informed decisions that align with your values and long-term goals.
Partners
Brent R. George
Partner, CFP®, ChFC®, AWMA® , AIF®
Many people make financial decisions in a fragmented way, leading to frustration and a lack of clarity about their overall plan. We collaborate with attorneys, CPAs, and other professionals to provide a coordinated approach designed to serve our clients’ best interests.
With over 25 years of financial planning experience—along with a background in medicine, the military, and aviation—I help you simplify your financial processes and gain a clear, high-level view of your finances. From this 30,000-foot perspective, we chart a course toward the goals that matter most to you.
Favorite quote: I slept and dreamt that life was joy. I awoke and saw that life was service. I acted and behold, service was joy. – Rabindranath Tagore
- I live in Mechanicsburg, PA with spouse Kelly and dog, Freddie.
- Enjoy spending time with two daughters, Caroline and Hannah.
- Passionate about PSU football, golf and tennis.
- Happy place – Family vacations in Avalon, NJ
Designations:
- AWMA®, Accredited Wealth Management Advisor – 2015
- CFP®, Certified Financial Planner® – 2008
- ChFC®, American College – 2003
- AIF®, Accredited Investment Fiduciary – 2019
Matthew Eberly
Partner, ChFC®, RICP®, ChFEBC®
Matt is a Partner with Summit Pointe Advisors. Born and raised in South Central PA by parents who instilled hard work and caring for others as part of his core foundation. He met his lovely wife Leah at a young age, they have 2 girls (Amelia and Elise) and one family dog (Bear). If you don’t find Matt in the office, he is usually spending time coaching his girls in softball or with them at Raystown Lake.
He started his career in 2004 and found the financial services industry aligning with his passion to help others. In working with his clients, he strives to provide a high degree of client service, accessibility and integrity. His number one objective is to put you in the best position to achieve your goals while also providing flexibility to pivot in the event of changes or roadblocks.
- Lives in Boiling Springs, PA
- Hobbies: Coaching, Fishing, Boating, Golfing (although not good at it)
- Licensed in 2004
Designations:
- ChFC® (2019), RICP® (2023), ChFEBC (2024)
Scott Massie
Partner, MBA
Scott is a Partner with Summit Pointe Advisors.
Scott enjoys working closely with clients to deliver a very “service centric” experience. Cynthia is his partner in life and the business. They have built a practice spanning 30+ years that strives to be highly accessible and responsive to the unique and changing needs of every client. The practice focuses on wealth creation, management, preservation and ultimately generational transfer. Scott enjoys the team approach, with the ability to leverage the talents and experience of the Summit Pointe Advisors partners and staff with his client base.
Scott was born and raised in the area and began his career in 1992 after completing college at Penn State University and obtaining his MBA at Wake Forest University. Scott and Cynthia met a Wake Forest, married in 1992 and settled in Camp Hill PA. They raised 3 boys and are now living the empty nester life with their 2 active canine companions Kenzo and Harley. They spend much of their free time together at their getaway home in the mountains of WV, as well as visiting with their children as often as possible.
Advisors
Bryce R. Schafer
Accredited Investment Fiduciary, AIF®
Bryce is a Financial Advisor with Summit Pointe Advisors. He lives in Mechanicsburg, PA with his awesome wife Alex and is a proud parent of two beautiful daughters, Hallie & Cara. When he’s not in the office, you’ll find him on the golf course, watching football, traveling or just at home spending quality time with his family. He was raised by parents who emphasized the importance of financial literacy and smart money habits which inspired his career.
Bryce has been working in the financial services industry since 2013. He focuses on a client centric approach in building long-term relationships based on trust, transparency, responsiveness and personalized strategies to meet client’s specific goals. He is committed to constant improvement and professional development through ongoing education.
- Lives in Mechanicsburg, PA
- Hobbies: Golfing, Fishing, Traveling, Skiing
- Enjoy spending time with my wife, Alex and two daughters, Hallie & Cara
- Licensed in 2013
Designation:
- Accredited Investment Fiduciary, AIF®
Dean A. Martin
Dean is a registered assistant to Matthew Eberly with Summit Pointe Advisors, he joined the team in 2025. He entered the industry in 1983 where he is was a producer and a member of the National Honor Associate for outstanding service and production. Went into management and made conference 2 out of 3 years. Dean joined Met life when his company sold his division to another entity. After his company demutualized, Dean went to Prudential for 3 years as a managing partner. Once again, the company demutualized and he wanted to work for a mutual company. Dean then went to MassMutual under the guidance of Gary Wienken as a recruiter, trainer, and OSJ member.
- Lives in Carlisle.
- Hobbies include golf, pool, and bowling.
- Enjoying time with his family who he dearly loves and has 2 Girls, 2 Great sons-in-law, and 5 fantastic grandchildren
- Experience 42 years in financial services, 30 years of management experience, and 12 years of production.
- Positions Held
- Staff Manager
- Managing Partner
- Sales Manager
- Director of Training
- OSJ Member
- Recruiting Manager
- Positions Held
Support Staff
Jenna Catania
Administrative Assistant, FPQP®
Jenna is an Administrative Assistant and Qualified Paraplanner with Summit Pointe Advisors. Originally from Southern Maryland, Jenna moved to Central Pennsylvania for college, where she met her husband, Matt. Together, they are raising three very pampered cats at their home in Mechanicsburg. In her free time, you will most likely find Jenna in her kitchen baking some gluten-free treats to share with her friends. Jenna’s favorite part of her job is getting to hear stories from clients about the things they do with their financial freedom.
- Lives in Mechanicsburg, PA
- Hobbies: Cooking, painting, crochet
- 5+ years clerical experience
- Notary Public
- Specialties: Estate settlement, beneficiary arrangements, account maintenance.
Caroline George
Administrative Assistant
Caroline is an Administrative Assistant and licensed insurance producer with Summit Pointe Advisors. Caroline studied business with a focus on Human Resources at Penn State Harrisburg. She joined the team in 2024, working for her dad, Brent George, but has been around the office since before she could walk. Caroline lives with her fiancée, Levi, and cat, Voodoo Ranger, in Perry County. In her free time, she enjoys weightlifting, snowboarding, tennis, sewing and gaming. Her favorite part of the job is supporting her dad in providing meaningful financial service to our clients.
- Lives in New Bloomfield, PA
- Hobbies: Snowboarding, biking, gaming
- Licensed Producer
- Bachelor’s in Marketing
- Bachelor’s in Management with Human Resource Concentration
Allison Marshall
Executive Assistant
Allison is an Executive Assistant with Summit Pointe Advisors, she joined the team in 2025. Originally from Ephrata, Allison attended YTI for Travel and Tourism where she met her husband, Corey. They are raising 2 daughters together (Morgan and Makayla), and a dog (Tyson). You’re most likely to find Allison at a softball field watching her daughters play, cooking/baking, kayaking, or reading. Allison also enjoys attending sporting events with her family. Her favorite part of the job is supporting the team by providing financial service to clients and learning about financial freedom.
- Lives in Carlisle, PA
- Hobbies: Cooking/baking, kayaking, reading
- 6+ years financial service experience
Cynthia Massie
Administrative Assistant
Cynthia is an Administrative Assistant with Summit Pointe Advisors. Born and raised in Kentucky, Cynthia met her husband Scott at Wake Forest University where they both earned their MBAs. They are empty nesters, having raised three amazing boys. Now she focuses on keeping her two energetic border collies healthy and happy. When her pups aren’t dragging her through the neighborhood, you can find Cynthia pursuing some fitness goal or enjoying her WV mountain cabin.
- Lives in Camp Hill, dreams about WV
- Hobbies: visiting children, skiing, estate sales
- 28 years of raising boys
- 20 years as a financial planning administrative assistant
Our Values
Responsiveness
Listening to and understanding client needs
Integrity
Developing rapport through honesty and trust
Teamwork
Working collaboratively with our clients, our team, and other experts
Excellence
Engaging in lifelong learning and continuous quality improvement