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Summit Financial Advisors

Jody Brown, CLU, ChFC®, CFP®

Vice President, Wealth Management Jody.Brown1@lpl.com (608) 231-0088 ext. 2169 (800) 236-5560 ext. 2169 Locations About Jody Brown, Vice President, Wealth Management, believes investing is for everyone. Whether you’re starting small and wanting to grow, or looking to build on existing financial plans, Jody’s number one priority is helping you reach your goals.

She understands that as your life changes, so do your financial needs. That’s why Jody is a true partner in the investment process, helping you make sound financial decisions at every step of the journey. Outside of work, Jody is a mom of two boys and a 20-time half-marathon finisher!
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member / ). Insurance products are offered through LPL or its licensed affiliates. Summit Credit Union and Summit Financial Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Summit Financial Advisors and may also be employees of Summit Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Summit Credit Union or Summit Financial Advisors. Securities and insurance offered through LPL, or its affiliates are:  Not Insured by NCUA or Any Other Government Agency Not Credit Union Guaranteed Not Credit Union Deposits or Obligations May Lose Value The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.Summit Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit for more detailed information.