Summit Financial Wealth Advisors

We are proud to announce that David “Dave” Romagosa has joined our team as an Investment Advisor Representative.
With his extensive experience and dedication to helping clients achieve their financial goals, we couldn’t be more excited about welcoming him to the Summit Financial family.
Dave will be based in our Lafayette office, and we look forward to the incredible value he will bring to both our team and the clients we serve.
Welcome aboard, Dave! We’re so excited to have you on the team!

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