Our Background

Since our establishment in 2020, Summit, Inc. has been known for our unparalleled commitment to excellence, financial education, and service, ensuring that every customer is not only satisfied but empowered to make important decisions that impact their everyday and long-term goals. It has been these high standards that have given us the impetus to grow into the business we are today. 

Store Front


CEO & Founder
CDI # 4020531

A visionary leader and gleaming example, Elijah Cox speaks with passion and conviction when sharing the mission and purpose for Summit, Inc. His diverse background, witty edge, and humility has positively impacted thousands.

Crystal - Professional.jpg


COO & Co-Founder
CDI # 4024673

Since co-founding Summit, Inc., Crystal Jungnitsch has played a crucial role in the foundational success of the team. Her exceptional skill set, true passion and creativity has inspired massive growth.

Our Commitment

"A firm to be proud of because we build our client's financial home with the same care we would our own. How do we do this? By always putting your needs first."

"The provision of current, timely and accurate information through continual education as demonstrated by our qualification in the Million Dollar Round Table."

"Confidentiality is important. We consider it a privilege to guard your personal information and hold your family's dreams close to our hearts."

"There is so much financial information out there that it can be overwhelming. What we do is educate so you feel empowered to make the best decisions for your family."

"We serve our clients with integrity. This reflects positively on ourselves, our agency, and our industry. Our goal is to make you proud of us."

"Throughout the course of our relationship, your dreams will likely change. Our goal is to give our clients the best possible advice that will give them peace, comfort and dignity in the future."

"The rules and regulations of our industry are only the baseline. It's our heartfelt moral commitment to being better that sets us apart. Our foundation is doing the right thing, always."