Broker Check

Team

At Summit Financial Networks we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

David Reneau

Wealth Advisor

706-577-3278

dreneau@summitfn.com

In April 2009, David joined Summit Brokerage Services as an Independent Financial Advisor. His office is located in the Heritage Tower in downtown Columbus.

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Lisi Chilkuri

Registered Assistant

706-329-6235

cchilkuri@summitfn.com

Lisi is a Registered Assistant at Reneau Wealth Advisors LLC. She passed the Securities Industry Essentials exam in 2022. In 2023, she obtained Series 7 registration, and in 2024 she obtained her Series 66 registration (Series 63...

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