Our Team
“Adding humanity to business and helping people regain time for the things that matter.”
Our Story
Summit Financial Planning & Investments was founded with a commitment to providing personalized, trustworthy, and timely financial guidance to individuals and families.
Tyler Goode began his financial services career in 2019 with Umpqua Valley Financial. After gaining valuable experience and building strong client relationships, he launched Summit Financial Planning & Investments in 2023 with the vision of creating a firm rooted in integrity, responsiveness, and client-focused planning.
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In 2024, Jason Meksch joined the firm, bringing with him over 16 years of business experience and a successful track record in both financial advising and insurance. As Tyler’s uncle, Jason shares not only a family connection but also a common philosophy when it comes to financial stewardship and client service.
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Together, Tyler and Jason are committed to delivering top-tier service through clear communication, prompt responses, and sound financial strategies. They take pride in helping clients plan for their futures with confidence and clarity—whether that involves investment planning, insurance solutions, or overall financial guidance.
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At Summit Financial, our goal is simple: to help you reach yours.