About

Direct decisions. Straightforward terms. Getting deals done.

Summit Crest Financial is the private lending arm of Summit Crest Companies. We provide flexible, relationship-driven financing solutions to borrowers who value certainty of execution over the lowest possible advertised rate.

Because we lend our own capital, we set our own terms. That means honest conversations, fast turnarounds, and a willingness to structure deals that don't fit a bank's box.

Principal

David C. Helm II

Owner · Principal Broker

David leads Summit Crest Companies as Owner and Principal Broker, overseeing the firm's real estate, capital, and private lending activities. He brings hands-on experience as both an operator and a principal investor, with offices in Ft. Myers, Florida and Midvale, Utah.