Our Team
Working Together to Serve You
As a team, we’re committed to helping individuals and families reach their financial goals, especially those related to retirement, and take great pleasure in creating personalized financial plans for a diverse variety of clients. Retirement planning in particular is filled with complex and interrelated decisions. With a reputation for dependability, we clear the path and provide our clients with the education they need to make informed decisions. You’ll find us to be approachable, easy to talk to, and ready to answer your questions. We’re here to help and encourage you enjoy life to the fullest.
Daria Schumacher CFP®, CLU®, RICP®, ChFC®,
Founder, Wealth Advisor
daria@summitwealthplanning.com
Daria’s desire to live life to the fullest inspires all that she does. As an independent financial advisor in Latham, New York, Daria lives out her passion to serve others each day as she helps her clients...
Sarah Ryle
Director Of Operations
sarah@summitwealthplanning.com
In her role as Director Of Operations, Sarah works closely with Daria to ensure that clients enjoy personalized service. From servicing accounts and maintaining client relationships to scheduling meetings and...