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Christopher Yoo
Managing Principal & CEO
Chris brings with him to Summit Asset Strategies, LLC years of experience and expertise as an investment manager and an executive. He specializes in advanced portfolio construction and investment research based on fundamental studies of various securities including Stocks, Bonds, Real Estate Investment Trusts (REIT), Limited Partnerships, Commodities, Derivatives, and Hedge Funds. Chris brings an in-depth knowledge of financial planning analysis and offers various strategies to preserve and grow clients' assets. Chris is a registered investment advisor representative.
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Michael J. Greiner
Senior Portfolio Manager
Mike Greiner has been a leading member of the financial services industry for more than 20 years having worked for the prominent firms of American Express, AG Edwards & Sons, and the Merrill Lynch Private Client Group. In 2007, Mike was hired as the Director of Wealth Management & Planning for Summit Asset Strategies, LLC, and was asked to develop the foundation of a premier wealth advisory business in the Puget Sound area. In May of 2009, Summit Asset Strategies was recognized in ‘Forbes’ Magazine as a Leading Wealth Manger for the Northwest US and Hawaii for 2009, as selected by Goldline Research Group.
Mike Greiner earned his undergraduate degree in Finance from Walsh University (Ohio), and holds a MBA from the University of Phoenix. He completed the Certified Financial Planner (CFP) certification from the College of Financial Planning in 1990, and has also been awarded the Chartered Wealth Manager (CWM) designation and chartered Trust & Estate Planner (CTEP) designation by the Board of Standards of the American Academy of Financial Management.
In this role, he will be primarily responsible for developing and managing all activities for advising high-net-worth and institutional relationships in the areas of investment management, retirement advisory, family and wealth transfer needs.
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Wealth Management Advisor
Adam Zimmerman, ChFC has been serving the financial planning and investment management needs of private clients in the greater Puget Sound region as an Independent Financial Planner for more than a decade. In his role as Business Development Officer, Adam is primarily responsible for introducing new clients to the firm and providing them with customized and individual solutions to their wealth management needs.
Adam leverages his deep education in financial planning and investment management while providing premier client services for high net worth clients. Adam holds several FINRA licenses including Series 6,7,63 and 65. He has also achieved the coveted designation of Chartered Financial Consultant from the American College.
Prior to entering the financial services world Adam spent 15 years serving as a Fighter Pilot in the U.S. Air Force. Adam enjoys spending time with his wife and their three children.
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Wealth Management Advisor
With over 30 years of experience, Tom brings a tremendous breadth of knowledge and understanding to Summit Asset Strategies Wealth Management.
Having spent a large part of his early career in executive level financial leadership positions, Tom is uniquely qualified to understand and cater to the sophisticated needs of affluent business owners and retirees. His personal involvement in organizations ranging from nonprofits to Fortune 500 corporations has provided the foundation for his career in private wealth management.
Tom has a B.A. in Mathematics and Computer Science from Western Washington University and received his Executive MBA from the University of Washington. He remains actively involved with WWU Foundation Board. Tom also holds the Series 66 and Series 7 licenses
Tom is also very active in the community and takes special interest in the American Cancer Society, Alzheimer’s Association and Kids Without Borders. In his leisure time Tom can be found with his family playing golf, involved in personal fitness activities, or learning about & enjoying good wine.
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