Built on Stability.
Focused on Your Future.
At Atlas, our mission is to help individuals and families transition into retirement with clarity, security, and confidence through thoughtful planning and reliable protection strategies.
We were founded on a simple belief: retirement should feel stable — not uncertain. That’s why we specialize in retirement income planning and insurance solutions designed to protect what you’ve worked a lifetime to build.
Our approach is rooted in education, transparency, and personalized strategies, so you can make informed decisions and move forward with confidence in your financial future.
Retirement & Insurance Focused
We specialize in retirement income and protection strategies — not broad, one-size-fits-all advice.
Personalized Strategies
Every plan is tailored to your goals, timeline, and financial situation.
Education-First Approach
We prioritize clear guidance so you fully understand your options before making decisions.
Commitment to Clarity and Simplicity
We simplify complex financial topics so you can move forward with confidence.
MEET OUR TEAM
Guidance You Can Rely On. Experience You Can Trust.
Our team is dedicated to helping you navigate retirement with clarity and confidence. With a focus on personalized guidance and long-term relationships, we’re here to support you every step of the way.
Daniel Summit
Senior Financial Advisor
Daniel brings a thoughtful, structured approach to financial planning, helping clients navigate complex decisions with clarity and confidence. With extensive experience in retirement planning, investment strategy, and long-term wealth management, he focuses on building plans that align with each client’s goals and values. He believes successful financial planning starts with understanding what matters most to the client, then creating a strategy that evolves as life changes. Michael is committed to acting in his clients’ best interests and providing guidance grounded in transparency and trust.
Lauren Wells
Investment Advisor
Lauren specializes in investment analysis and portfolio construction, supporting clients with strategies designed to balance growth, risk, and long-term objectives. Her approach is disciplined and research-driven, with a strong emphasis on aligning investment decisions to broader financial goals. She works closely with clients to ensure their portfolios remain aligned with their priorities, adapting strategies as market conditions and life circumstances change. Laura values clear communication and believes informed clients make stronger decisions.
Michael Hawthorn
Client Relationship Manager
Michael serves as a primary point of contact for clients, ensuring a smooth, supportive experience at every stage of the planning process. He focuses on coordination, communication, and ongoing service, helping clients stay informed and engaged with their financial plan. With a strong attention to detail and a client-first mindset, Daniel is dedicated to making each interaction clear, efficient, and reassuring. His goal is to ensure clients feel supported, heard, and confident in their relationship with the firm.
Jayson Bryson
Financial Professional
Jayson serves as a primary point of contact for clients, ensuring a smooth, supportive experience at every stage of the planning process. He focuses on coordination, communication, and ongoing service, helping clients stay informed and engaged with their financial plan. With a strong attention to detail and a client-first mindset, Daniel is dedicated to making each interaction clear, efficient, and reassuring. His goal is to ensure clients feel supported, heard, and confident in their relationship with the firm.
Alexis Vaughn
Financial Professional
Alexis serves as a primary point of contact for clients, ensuring a smooth, supportive experience at every stage of the planning process. He focuses on coordination, communication, and ongoing service, helping clients stay informed and engaged with their financial plan. With a strong attention to detail and a client-first mindset, Daniel is dedicated to making each interaction clear, efficient, and reassuring. His goal is to ensure clients feel supported, heard, and confident in their relationship with the firm.
David Gibson
Financial Professional
David serves as a primary point of contact for clients, ensuring a smooth, supportive experience at every stage of the planning process. He focuses on coordination, communication, and ongoing service, helping clients stay informed and engaged with their financial plan. With a strong attention to detail and a client-first mindset, Daniel is dedicated to making each interaction clear, efficient, and reassuring. His goal is to ensure clients feel supported, heard, and confident in their relationship with the firm.
