About

Jamie Bower is the founder of Summit Wealth Design, where he brings a down-to-earth, real-world approach to financial planning. With over a decade of experience in finance and benefits education, Jamie specializes in helping pre-retirees and business owners create safe, tax-efficient retirement strategies without the guesswork. His mission is simple: empower clients to make confident financial decisions and build the kind of future they can actually enjoy. What sets Jamie apart isn't just his professional background—it’s his story. After experiencing firsthand the confusion and stress that comes with managing family finances, Jamie knew there had to be a better way. That led him to create Summit Wealth Design, a firm built not around products, but around people. His approach blends modern financial strategies with a coach’s mindset—because sometimes what people need most is someone who listens, simplifies, and cares. Outside the office, Jamie is a proud girl dad, jiu-jitsu student, wrestling coach, and a guy who understands the hustle of balancing family, career, and purpose. Whether he’s in the gym, on the mat, or helping a client plan for retirement, Jamie believes in showing up with integrity, grit, and a genuine desire to help others succeed.