Meet Our Team

Broker & Advisory Partner

Daniela Bernal

Known for her compassionate approach, Daniela works closely with clients to ensure their health coverage supports both everyday care and long-term needs. She thrives on making complex topics easy to understand.

Broker & Advisory Partner

Pierce Withers

Pierce brings extensive knowledge of both marketplace and private insurance options. He is passionate about helping clients compare plans side by side to find the right balance of cost, coverage, and flexibility.

Broker & Advisory Partner

Chloe Brown

Detail-oriented and approachable, Chloe ensures that every step of the enrollment process is smooth and accurate. She is passionate about making healthcare accessible and stress-free for her clients.

Broker & Advisory Partner

Jordan Ray

Dedicated to helping clients explore both local and national options, Jordan prides himself on finding creative solutions that fit unique needs. He believes in building relationships that last far beyond enrollment.

Broker & Advisory Partner

Gaby Farfard

As a licensed broker, Gaby has helped countless families secure affordable coverage that protects their health and finances. She’s especially skilled at breaking down policy details so clients know exactly what to expect.

Broker & Advisory Partner

Lucas Thomas

With years of experience supporting entrepreneurs, Lucas specializes in group health plans for business owners. His goal is to simplify benefits so companies can focus on growth while keeping employees protected.

Broker & Advisory Partner

Jack Hathorn

Jack focuses on providing clear, reliable advice to individuals and small businesses. With a background in customer service and compliance, he ensures every client feels confident in their decisions.

Broker & Advisory Partner

Jen Philip

With over a decade of experience, Jen specializes in guiding families and individuals through the confusing world of coverage. She focuses on simplifying the process, ensuring every client feels supported.

Broker & Advisory Partner

Stacy Washington

Stacy brings leadership, insight, and a commitment to client-first service at Summit Advisory Partners. He believes great advising goes beyond policies; it’s about building trusted relationships that last.