Strategic Minds Guiding Your Financial Future
Our founders draw on decades of experience to reduce taxes, select the most appropriate managers, and build portfolios that protect and grow wealth.
Our Philosophy
At Summit Income Planning Group, we believe that true wealth management goes beyond simple investment selection. It requires a comprehensive understanding of how taxes, legislation, and market cycles impact your long-term security.
We operate as fiduciaries, meaning we are legally and ethically bound to act in your best interest. This commitment drives every recommendation we make, ensuring that your financial plan is designed to serve you, not a corporation.
Fiduciary Standard Retirement Planning
Unbiased advice putting you first.
Decades of Experience
Proven strategies through all market cycles.
Meet Our Founders
Dedicated professionals committed to your financial success.
David Fisher
Managing Broker & CEO
David Fisher is the CEO of Summit Income Planning Group, where he leads the firm’s mission of delivering transparent, research-driven retirement strategies built on principal protection and long-term clarity. Mentored by respected industry professionals and shaped by years of hands-on experience, David is focused on creating a client-first culture centered on education, disciplined planning, and doing what is best for the families the firm serves.
David’s specialty is designing retirement strategies that help clients maximize lifetime income, reduce risk, and improve overall retirement efficiency—while keeping recommendations clear, objective, and aligned with each client’s goals. Under his leadership, Summit Income Planning Group emphasizes eliminating unnecessary fees and volatility, simplifying complex decisions, and helping clients move into retirement with confidence and lasting peace of mind.
Carlos E Colon
Managing Broker & COO
Carlos E. Colon is the COO of Summit Income Planning Group, where he helps lead the firm’s mission of delivering transparent, research-driven retirement strategies built on principal protection and long-term clarity. He is the author of The Financial Fight, a retirement-planning-focused book that reflects his commitment to helping families make confident, well-informed decisions as they approach and enter retirement.
As an MDRT Top of the Table producer and CLTC designee, Carlos specializes in income planning, tax-smart strategies, legacy planning, and reducing unnecessary fees and market volatility. His approach is designed to create dependable retirement cash flow, protect what clients have built, and align every recommendation with the client’s goals—so they can move forward with confidence and lasting peace of mind.
Dedicated Professionals
Meet the experts committed to securing your financial legacy.
Retirement Strategy Managers
Renee Silver
Retirement Strategy Manager
Renee Silver serves as a Senior Retirement Strategy Manager at Summit Income Planning Group, where she leads strategy meetings and designs clear, research-driven retirement plans built around principal protection, tax-smart decisions, and dependable income. With a background spanning banking, finance, and real estate, Renee brings a practical, well-rounded perspective to helping clients make confident decisions as they approach and enter retirement.
Renee specializes in rollover planning, income strategy design, and asset transfers—helping clients consolidate accounts efficiently, reduce unnecessary fees and volatility, and structure retirement cash flow that supports long-term confidence. Her approach is direct, organized, and client-first, ensuring every recommendation aligns with the client’s goals and timeline.
Chad Wiles
Retirement Strategy Manager
Chad Wiles serves as Retirement Strategy Manager at Summit Income Planning Group, where he helps lead the development and delivery of clear, disciplined retirement strategies built around protection, purpose, and long-term confidence. Having seen firsthand how mismanaged financial plans can impact families, Chad brings a steady, client-first approach focused on simplifying complex decisions and helping clients move forward with clarity.
Chad works with families and business owners to design retirement income strategies that reduce unnecessary volatility, avoid common financial “debt traps,” and replace misinformation with an intentional plan. As a husband and father of four, he understands the responsibility that comes with protecting what matters most—and he takes pride in building strategies that are organized, durable, and aligned with each client’s goals.
Kyle McMillan
Retirement Strategy Manager
Kyle specializes in retirement income planning, risk mitigation, and tax-efficient strategies for individuals approaching or in retirement. After witnessing the limitations of traditional, one-size-fits-all financial advice, Kyle built a more creative and efficient approach focused on helping clients transition from accumulation to distribution with clarity and control.
His process centers on three key areas: income stability, principal protection, and long-term efficiency. By integrating guaranteed income strategies, market-based growth, and tax-aware positioning, Kyle helps clients structure their assets to work together—rather than relying on outdated or fragmented planning methods.
Client Success Managers
Lauren Belle
Client Success Manager
With more than 65 years of family roots in the insurance & finance industries, Lauren Belle, a UC Berkeley graduate, combines 25 years in real estate and property management into her practice. She brings a rare combination of legacy, insight, and real-world experience to every client relationship. With residences in both Florida and California, Lauren offers a broad perspective and a client-focused approach built on trust, strategy, and personalized guidance.
Jean Santos
Client Success Manager
Jean serves as a Client Success Manager at Summit Income Planning Group, where she helps ensure clients receive a seamless, high-touch experience from their first interaction through implementation. With a background in customer service and administrative support, Jean is focused on clear communication, timely follow-through, and making sure every client feels valued and informed.
Nolan Corrigan
Client Success Manager
Nolan leads the initial planning conversation and helps ensure each client’s experience is organized, efficient, and focused. With over six years of experience in the health and life insurance space, Nolan specializes in helping individuals and families understand their coverage options, navigate key benefit decisions, and protect what matters most.
David Centrella
Client Success Manager
David Centrella serves as Client Success Manager at Summit Income Planning Group, where he leads retirement and insurance strategy conversations with a focus on clarity, efficiency, and long-term results. With over four years of experience in life insurance and retirement planning, David specializes in helping individuals and families build strategies that prioritize tax efficiency, sustainable income, and legacy outcomes.
Josiah Reyes
Client Success Manager
Josiah Reyes serves as a Client Success Manager at Summit Income Planning Group, where he helps individuals and families build retirement strategies with a strong focus on legacy planning and long-term stability. Licensed in the insurance industry since 2020, Josiah supports clients in designing reliable income strategies that align with their goals, protect what they’ve built, and create confidence for the future.
David Holyan
Client Success Manager
David Holyan serves as Client Success Manager at Summit Income Planning Group, where he helps high-income professionals and business owners build retirement strategies centered on guaranteed income, protected growth, and tax efficiency. With a background spanning Wall Street and over two decades in ministry, David brings a rare combination of financial expertise and genuine care for the people he serves. He specializes in guiding clients through the critical transition from wealth accumulation to retirement income — ensuring their money works as hard in retirement as they did building it.
Justin Alley
Client Success Manager
Justin Alley serves as a Client Success Manager at Summit Income Planning Group, where he helps individuals and families build confidence and certainty as they plan for retirement. With a background in leadership and fitness, Justin is passionate about coaching people toward clear goals and consistent follow-through—so they feel supported, informed, and in control throughout the process.
Justin's approach is structured, education-driven, and client-first. He focuses on understanding what matters most, keeping next steps simple, and ensuring each client is prepared for productive strategy conversations and smooth implementation—always with the goal of doing what is best for the client and their family.
Dira Lara
Client Success Manager
Dira supports clients through a clear, organized, and stress-free planning experience. Bilingual in English and Spanish, Dira helps ensure that clients and families feel understood, informed, and confident. She specializes in working with business owners, helping them clarify priorities and coordinate next steps.