Our Story
In 1992, Judith Seid, founder of Blue Summit Financial Group, began working in the field of Socially Responsible Investing (SRI). As assistant to Jack Brill, author of Investing from the Heart and Investing with Your Values, she became his protégé, helping him manage his financial planning practice.
After just two years, she became a licensed advisor and began building her own loyal base of clients. In 1998, Jack Brill entrusted his clients to Judith as he began semi-retirement and she took over his business.
Judith's practice quickly flourished with her holistic approach to financial and life-planning, attention to detail and customer service, and commitment to enhancement of her education. With the addition of clients, services, and staff, her practice now spans over 30 states and 500 client relationships.
Blue Summit Financial Group, Inc. was officially formed in 2005 as the foundation for growing a team of financial professionals working together to service SRI clients around the nation.
Shane Johnston joined Blue Summit Financial Group as part of its formation in 2005 to focus on SRI. After working for a national investment firm, Shane wanted to provide more client-centered service and align his personal values with his career.
In 2007, Justin Martello joined Blue Summit Financial Group with several years of financial services experience in order to specialize in SRI and sustainable financial planning.
In addition, we have several affiliated advisors through our Blue Summit Financial Group branch office.
Over the years, the concept of investing for positive social change has become more visible and mainstream. Not only do individuals want to create a sustainable world through their investments, but "Green Investing" is now often seen as a smart investment opportunity.
Today, Blue Summit Financial Group has developed a successful ensemble SRI financial planning practice, poised for a long and stable path of expanding services and sustainable growth for generations to come.
