MICHAEL OTT

MANAGING PARTNER

Michael appears in the Top 40 Under 40 and Top 100 People in Finance magazines.

Michael Ott

Managing Partner at Summit Wealth Strategies

 

Michael Ott is a managing partner at Summit Wealth Strategies, a successful financial planning firm that offers a full range of financial products and services.  The primary goal of the business is to provide advanced and profitable financial strategies to each and every valued client.

 

After graduating with a dual Master of Science degree in accounting and business management from Drury University in Springfield, Missouri, Michael began his career in financial services as an investment banking manager with Citi. In that role, he successfully built an investment management team that grew in excess of 900% in acquisitions of assets and receivables over the 4 years he managed the division.

 

In 2006, Michael took his financial expertise and experience in a new direction and partnered with his father, Gary, in the financial planning industry at Summit Wealth Strategies. Together, Michael and his father built a highly successful financial planning organization with a strong and experienced team to manage assets for clients all over the country. When his father retired, he became managing partner and grew the firm to over $700 million in assets under advisement. In 2010, Michael became a Certified Retirement Planning Specialist (CRPS®) through The Wharton School with an emphasis on advanced financial wealth management, social security and Medicare planning, charitable planning, family protection, and legacy planning.

 

Michael and the entire team at Summit Wealth Strategies are committed to supporting their community through sponsorships, donations and volunteer work. Michael is personally involved in several charitable organizations including starting a young professional’s foundation for Saint Luke’s Hospital in St. Louis as well as supporting organizations that provide help and assistance to those affected by Down Syndrome.

 

Mike lives in Chesterfield, MO with his wife, Kelly, and their three children.  In his free time he loves attending sporting events and enjoys coaching youth baseball and soccer.

Download the 2019 Top 100 People in Finance Magazine and see Michael's feature on page 89.

2018 The Top 100 Magazine by Redwood Media Group Inc.

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