Broker Check

Our Team

Scott Clarke, CFP®, RICP®

Owner & Founder

817-685-7570

817-685-7255

[email protected]

Since 1995, Scott Clarke has dedicated his expertise to helping clients strengthen their financial independence. As a consultant, he unites his industry experience with a direct and objective approach to financial planning. Having...

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Dawn Clarke

Business Consultant

817-685-7570

817-685-7255

[email protected]

An integral part of the firm, Dawn draws on years of business experience to help further the strategic vision of Summit Private Wealth Management. Having owned four successful companies in the service, franchising, and packaging...

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Maria Penzes

Client Service Coordinator

817-685-7570

817-685-7255

[email protected]

Maria is the first point of contact in our office and maintains its welcoming atmosphere. She ensures that our team has the administrative infrastructure, educational information, and technology needed to best serve our clients. Maria...

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Theresa Vella

Office Manager

817-685-7570

817-685-7255

[email protected]

Theresa is the Office Administrator and supports our team by organizing our office operations and procedures. Theresa has 38 years of experience in the telecommunications and medical industries. She has a Bachelors Degree in Management...

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Bear Clarke

Senior Dog

As Senior Dog and lead Canine Advisor at the firm, Bear was rescued from a Denton Animal Shelter. A proud Blue Heeler/Cattle Dog mix, Bear is around 10 years of age. When he comes to the office, he is exceptionally well behaved, kind,...

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Bandit Clarke

Junior Dog

An energetic Border Collie with dreams of becoming a Show Dog, Bandit is the proud Junior Dog of the firm. Though he comes to the office less frequently than his big brother, Bear, he always loves showing off his tricks (high fives and...

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