Darrick Zahlmann is a partner at Summit Wealth Advisors, LLC, where they have served clients since October 2014. With over 25 years of experience in the financial planning industry Darrick operates in a hybrid capacity, providing personalized financial services to affluent individuals, professional athletes, families, and their closely held entities. Darrick’s approach places an emphasis on understanding that each client’s financial situation is unique. This philosophy has been the cornerstone of Summit Wealth Advisor’s success.
Before joining Summit Wealth Advisors, Darrick was a principal at Henry + Horne from August 2013 to 2014, where he played a pivotal role in building and maintaining a strategic partnership with a major CPA firm, significantly increasing assets under management (AUM) by 50%. Prior to that, he was a partner at Zahlmann Financial for seven years and served as a Financial Advisor at multiple firms for eight additional.
Darrick holds Series 7 and Life and Health licenses and was awarded the prestigious Five Star Wealth Manager award in 2015. Dedicated to both his profession and the community, Darrick is actively involved in organizations such as Future for KIDs and Helping Hands for Freedom. He holds a Bachelor of Science degree from Arizona State University.
4400 N Scottsdale Rd
STE 9-294
SCOTTSDALE, AZ 85251
602-380-8714
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