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Our STORY

Follow our journey of how Shore to Summit came to be, as well as the major developments in the history of our business.

September 1996

Scott Brown and Kelly Brown begin working together

April 1999

Ben Spiker, Scott Brown, and Kelly Brown begin working together

September 2017

Scott Brown and Ben Spiker form Shore to Summit after successful careers at Smith Barney and Merrill Lynch

September 2017

Kelly Brown , Aiyanna Tyler, and Mike Winter join Shore to Summit, opening offices in Bozeman and Annapolis

August 2019

John Gideon joins Shore to Summit

January 2020

Dan Hitchcock joins Shore to Summit, and the business surpasses $500 million in AUM

February 2021

Sherry Saucerman joins Shore to Summit, opening an office in Jacksonville, and the business surpasses $700 million in AUM

November 2022

Michael Hilliard joins us and opens the Severna Park, MD office

March 2023

Jim Hilliard joins us and opens the Severna Park, MD office

April 2023

Dan Parnes joins us in the Annapolis office and Chris Fiacco joins us as the Business Development Partner.

May 2023

Darlene Perna joins Shore to Summit, opening an office in Merritt Island, FL and the business surpasses $1 Billion in AUM.

June 2023

Brant M. Wiehardt joins the Bozeman office.

October 2023

The Logue Financial Group: A Shore to Summit Wealth Management Partner joins us with their office in Hanover, PA. The business surpasses $1.5 Billion in AUM.

October 2024

Doug Davis, Managing Director joins Shore to Summit, with an office in Starkville, MS. The business surpasses $1.8 Billion in AUM.

Timeline Full Names and Titles:

Investment and Insurance Products are:

Not Insured by the FDIC or Any Federal Government Agency
Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, MA, MD, MI, MN, MO, MS, MT, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV, WY). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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