Mr. Windemuller,CFA is an Assistant Portfolio Manager and Analyst for Summit Wealth Strategies,LLC. As a member of the portfolio management team and allocation committee, he provides necessary investment research and analysis. He also engages in the day to day management of investment portfolios and processes, trading, analysis, and communication. Matt actively monitors and reviews the firm's approved core equity, fixed income, and alternative investment options for both the wealth management and the retirement plan side of the business. Furthermore, Matt supports the creation of financial plans and portfolio stress tests to help facilitate clients meeting retirement and financial goals. Matt graduated from the University of Denver with a B.S.B.A in Finance and Marketing, and is a CFA Level III .