Summit Financial Resources, Inc.
615 Hope Road, Bldg. 3A, 2nd Floor
Eatontown, NJ 07724
Tel: 732-389-3242
Direct Line: 732-389-3242 ext. 105
dchepauskas@sfr1.com

Main Office:
Summit Financial Resources, Inc.
4 Campus Drive, 2nd Floor
Parsippany, NJ 07054
973-285-3600

David R. Chepauskas, MBA, CFP®

Education:
• U.S. Military Academy at West Point, NY, Bachelor of
  Science
• University of Georgia, Masters of Education
• Long Island University, MBA Finance
• Certified Financial Planner

Specialization:
• Investment Management
• Estate Planning
• Insurance Structuring
• Family Wealth Counseling
• Comprehensive Financial and Retirement Planning

Business Experience:
• U.S. Army - eleven years, to include assignments at; U.S.
  Military Academy, Berlin Brigade, 101st Airborne Division
  supervising 700 plus soldiers with wide varities of
  occupation specialties.
• Principal, Summit Financial Resources, Inc.
• Co-Founder of The Family Wealth Institute
• Co-author of the highly acclaimed book "Getting to the
  Heart of the Matter, A Revolution in Estate Planning
  for Wealthy Families".
• Guest appearances include CNBC's "Marketwatch"
   as guest expert on charitable estate planning.
• Member of the Corporate Leadership Council for the
  American Cancer Society, Jersey Shore Region.

Personal:
• Dave and his wife Denise have 3 children and live in
  Middletown, N.J.
• President of Beacon Hill Country Club