Edward Grogan

President at Summit Wealth Management - Washington

Edward Grogan

Edward Grogan

President at Summit Wealth Management - Washington

Biography

Ed was born and raised in Whitefish, Montana. He moved to the Northwest to attend Pacific Lutheran University, where he graduated magna cum laude with his bachelor's degree in business administration.
Ed entered the financial services industry at the age of 21, which has allowed him to develop a diverse experience and extensive education in wealth management. His background enables him to assist high-net-worth clients with a vast array of needs in both complex and straightforward situations.

Ed founded Summit Financial Group in 2001 with the vision of creating a firm centered on the client with a focus on independent wealth management. By creating a network of alliances with legal, tax, gift planning, investment, mortgage, real estate, and insurance professionals, Ed is able to ensure that clients are directed to the appropriate area of expertise needed in their plans. Summit is headquartered in Gig Harbor, Washington, and also has an affiliated office in Tacoma.

With clients spread around the country and the globe the diversity of experiences to draw from is significant. He built the firm on the principle that wealth management needs to focus on the whole person and as such recognized that these plans do not exist in a vacuum. Rather, they need to be integrated with the dreams, needs, fears, and emotions of each client.

Ed has been quoted in papers and periodicals across the country, including the New York Times and Boomer Magazine. He also served for several years as the lead financial columnist for airlinepilotcentral.com.
Ed lives in Gig Harbor with his partner, Anna-sara, and their six amazing children. He and Anna-sara have worked hard to instill giving back to all the kids and are proud of their kids' dedication to volunteering. From helping a widow with her yard work to painting a school in Costa Rica, they try to find ways to give back.

Ed has serves(ed) on multiple charitable boards in the Northwest. He is currently in his second year as chair of the board for the Greater Tacoma Community Foundation. He currently serves on the board of Pacific Lutheran University and is one of the board vice-chairs. He served nine years on the Point Defiance Zoo Society board and served as the board president and as chair of Zoobilee.

Overview
Career Highlights

Summit Wealth Management - Washington
Summit Financial Group, Inc.

RelSci Relationships

317

Number of Boards

3

Number of Awards

7

Relationships
RelSci Relationships are individuals Edward Grogan likely has professional access to. A relationship does not necessarily indicate a personal connection.

Acting President at Pacific Lutheran University

Relationship likelihood: Strong

Director of Administration at Pacific Lutheran University

Relationship likelihood: Strong

Provost & Senior Vice President for Academic Affairs at Pacific Lutheran University

Relationship likelihood: Strong

Chair, Department of Music at Pacific Lutheran University

Relationship likelihood: Strong

Director of Risk Management & Insurance at Pacific Lutheran University

Relationship likelihood: Strong

Pastor at St. Mark’s Lutheran Church by the Narrows

Relationship likelihood: Strong

Vice President, Financial Consultant at D.A. Davidson & Co.

Relationship likelihood: Strong

Bishop at Southwestern Washington Synod

Relationship likelihood: Strong

Psychiatrist at Providence Health & Services

Relationship likelihood: Strong

Regent at Pacific Lutheran University

Relationship likelihood: Strong

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Edward Grogan
President at Summit Wealth Management - Washington
Education
Bachelor's in Business Administration, magna cum laude
Class of 1993
Memberships
Career History
Founder
2001 - Prior
Lead Financial Columnist
Prior
Awards & Honors
Accredited Investment Fiduciary (AIF)
CFP (Certified Financial Planner)
Series 65 – Uniform Registered Investment Adviser
Other Affiliations
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