About Us

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Frank Hebert, CPA

Wealth Manager

Frank Hebert is the owner of Summit Financial Services which he formed in 1998. Frank’s career started in public accounting as a CPA with one of the largest accounting firms in the country. Then, for 20 years, Frank worked in finance for a national company and left as the national corporate controller to pursue his goal to work with individuals and small business owners to provide financial planning guidance.

Frank Hebert has been a resident of Bowie, Maryland since 1978. He is the proud parent of five children, and his oldest son, Craig, has been working with him since 2001. Frank actively volunteers in the community and through his church, and he is a member of the Bowie Council of the Knights of Columbus.

 

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Craig Hebert

Wealth Manager

Craig Hebert has been providing clients sound guidance and valuable financial solutions since 2001. Together with his father Frank, they offer an extensive array of services to meet the needs of clients in varying stages of life. Summit Financial Services provides a variety of investment options, insurance products, and time-tested strategies to grow wealth, protect assets from risk and give families peace of mind. Craig is a sought after speaker on a host of pressing financial topics and has appeared at such venues as the Communication Workers of America (RMC Local 2108) and Centers for Medicare & Medicaid Services (CMS). Along with being a dedicated financial professional and speaker, Craig donates his time on the Board of Directors for the not for profit organization By Their Side, that works with adults with developmental disabilities and their families to help transition the role of caregiver in our aging population. When Craig isn’t providing financial services for his clients, or volunteering, he enjoys spending time with his wife and two sons.

 

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S. Brandon Anderson, CRFA

Principal

Brandon is the Principal of RiverSource Wealth Management. Since 1999, he has specialized in investments and financial planning for retirees, estates, professionals and business owners. He attended Western Carolina University with studies in Finance and Business Management and has earned the Certified Retirement Financial Advisor designation.

His practice focuses on retirement and estate planning and retirement income distribution strategies. He offers a total wealth management solution for each client, allowing them to focus on the core areas of their personal lives with greater security & peace of mind.

Brandon is dedicated to adding value to his community and is very active in various civic and charitable organizations. He is the President of the Waynesville Rotary Club for 2011-2012, a Community Advocate for Sarge’s Animal Welfare Foundation and an active member of the Haywood County Chamber of Commerce. He is an avid road cyclist and enjoys hiking, golfing, landscaping and classic cars.

Brandon Anderson is principal of and offers advisory services through River Source Wealth Management, LLC. Securities offered through Charles Schwab & Co., member FINRA & SIPC. River Source Wealth Management, LLC is a Registered Investment Advisor and is not affiliated with Charles Schwab & Co. Securities and Advisory activities supervised from168 Tate Street, Waynesville, NC 28786. (828) 452-1288. Balsam Capital Group, LLC is a subsidiary of River Source Wealth Management, LLC.

FAQ’s

As you look out into the future and all of the opportunities it holds, you may be asking yourself a number of important questions.

 

“Do we have enough to continue the kind of lifestyle we’ve grown accustomed to?”
“Are the goals we’ve set really within our grasp?”
“Will we have to compromise or settle for less than we’d hoped for?”
“How do we prepare financially to live fulfilling lives in retirement?”
“How do we know if our current financial strategy is really on track?”
“How do we take the vague financial assumptions we have about our future and finally get a better idea about what’s to come?”

Get In Touch

Summit Financial Services offers many valuble solutions to our clients.
Have a question? Need to know more? Let us know.

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