Bridging Strategy and Execution
Summit One Advisors provides executive-level IT, technology, and cybersecurity leadership for organizations that want to operate with the same strategic strength and discipline as large enterprises.
With nearly two decades of hands-on leadership experience across banking, defense, and life sciences, we help businesses build modern, secure, and scalable IT environments that align with their goals — whether that means optimizing operations, modernizing infrastructure, or driving innovation through automation and AI.
We guide organizations toward IT maturity, technological excellence, and regulatory compliance — empowering teams to maximize the value of technology, reduce risk, and achieve sustainable growth.
From strategy development to project execution and ongoing advisory support, Summit One Advisors bridges the gap between leadership vision and technical execution, helping clients make confident, future-ready technology decisions.
Services
Bringing enterprise-grade strategy, modernization, and security expertise to every engagement.
Strategic Technology Advisory
Guiding organizations through end-to-end technology strategy, digital transformation, and vendor management—aligning technology with business goals and positioning for future growth.
Technology Integration & Modernization
Delivering seamless Microsoft 365, cloud, and infrastructure modernization projects that enhance performance, collaboration, and scalability across your organization.
M&A Technology Integration
Providing expert IT due diligence, post-merger alignment, and workflow optimization to ensure smooth transitions and unified systems during and after acquisitions.
Fractional CIO | CTO | CISO Leadership
Offering executive-level technology leadership on demand —from strategic planning and architecture design to cybersecurity oversight and innovation management tailored to your organization’s needs.
Compliance & Risk Management
Establishing governance frameworks, security programs, and regulatory readiness (SOC 2, CMMC, HIPAA, ISO 27001) to strengthen resilience, ensure compliance, and protect critical data.
Industries Served
- Regulated Industries: Helping DoD contractors, FDA-regulated firms, and financial institutions stay compliant, secure, and audit-ready through disciplined governance, risk management, and infrastructure resilience.
- Private Equity & Holding Companies: Reducing IT risk in M&A deals with due diligence, post-merger technology alignment, and operational integration that protects value and accelerates synergy.
- Growing SMBs: Providing governance, security, and IT maturity frameworks that help small and mid-size businesses scale confidently, meet compliance requirements, and operate with enterprise-level reliability.
Whether you’re navigating regulation, integrating acquisitions, or scaling for growth, Summit One Advisors delivers hands-on leadership and executive guidance every step of the way — ensuring your technology supports your business with stability, security, and strategic focus.


Why Choose Summit One Advisors
- Comprehensive Technology Leadership: Integrated CIO, CTO, and CISO expertise under one trusted partner — combining strategy, innovation, and security to deliver complete technology leadership.
- Deep Expertise in Regulated Industries: Extensive experience across DoD, FDA, and Banking environments, ensuring your organization operates with confidence, compliance, and proven reliability.
- Flexible, Fractional Model: Scalable Technology Leadership tailored to your organization’s size, structure, and goals.
- Hands-On Implementation: Executive oversight from planning to delivery, translating strategy into measurable results while maintaining accountability at every stage.
- Direct, Collaborative Leadership: Working closely with your staff, vendors, and service providers to bridge vision and execution — ensuring your technology investments directly support your mission and growth.
Schedule a Consultation
Let’s discuss your organization’s goals and how Summit One Advisors can help you align technology, strengthen security, and achieve measurable results.
Whether you’re looking for ongoing fractional leadership or guidance on a specific project, this is the perfect place to start the conversation.


