Schedule a talk with one of our advisors to learn more about Summitry and how we can help you get a foothold on your financial life. For career opportunities please visit careers at Summitry.
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Live Your Best Bay Area Life
At Summitry, we help you maximize the benefits of living in one of the most unique areas in the world. Our personalized financial planning, guidance and investment strategies are specially suited for life in the Bay Area.
SUCCESS STORIES
NVIDIA loyalist saves taxes, reduces risk, and reaps rewards
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SUCCESS STORIES
Dad’s Sudden Departure Leaves Rob Unprepared
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SUCCESS STORIES
Apple Fanboy uses a CRUT to generate a comfortable lifetime of income
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SUCCESS STORIES
Tax Benefits for the Charitably Inclined
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SUCCESS STORIES
Inherited Property Dilemma
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SUCCESS STORIES
Investing with Your Values
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SUCCESS STORIES
RSUs Can Make for a Shocking Tax Bill without Proper Planning
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SUCCESS STORIES
Eleventh Hour Interception Significantly Reduces Tax Bill
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SUCCESS STORIES
Test Driving Real Estate Options
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SUCCESS STORIES
Big Questions Around A Career Transition
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SUCCESS STORIES
Income & Managed Overlay Strategies
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SUCCESS STORIES
Financial Modeling & Legacy Planning
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When you're safe, you can soar
Feeling safe doesn’t always mean playing it safe. We’re not here to hold you back. Our wealth management services are designed to give you the security you need to successfully take risks, and climb higher.
Our Services
Financial advice, sourced locally
We’ve been in the Bay Area for decades, and our independent firm is made up of people who deeply understand the unique risks and rewards of a location like no other.
Meet the Team
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Tiffany Lessler, FPQP®
Director of Talent
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Colin Higgins
Chief Executive Officer
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Kurt Hoefer, CFA®
Chief Strategy Officer
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Jennifer Rouse
Chief Compliance Officer and Systems & Data Manager
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Joe Martin, FBS®
Chief Client Experience Officer
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Alex Katz
Chief Growth Officer
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Cynthia Duncan
Senior Financial Advisor
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Claire Shifren, CFP®
Senior Financial Advisor
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Eric Jungling, CFP®
Senior Financial Advisor
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Mandy Pham, CFP®, CFA®, EA
Senior Financial Advisor & Financial Planning Committee Chairperson
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Jason Yu, CFA®
Equity Analyst
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Michael Kon, CFA®
Director of Research & Portfolio Manager
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Matthew Gordon, CFA®
Senior Equity Analyst & Portfolio Manager
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Jack Zhao, CFA®
Senior Equity Analyst & Portfolio Manager of Explore Strategies
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Ann Luong
Marketing Manager
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Demia Edwards
Lead Client Service Specialist
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Sneha Vaidya, FPQP®
Client Service Specialist
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Ayse Pehlivan
Senior Portfolio Administrator and Fixed Income Trader
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Roxanne Cardenas, IACCP®
Compliance Manager
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Anthony Piquit
Business Operations Specialist & Portfolio Administrator
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Alex Leitzes
Principal
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Gina McGhee, FPQP®
Financial Advisor Assistant
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Emily Hazelroth, CFP®
Senior Financial Advisor & Advisor Manager
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Archana Turaga
Financial Planning Associate
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Tom Guinane
Principal and Business Development Manager
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Carissa Yen, FPQP®
Associate Financial Advisor
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Daniel Spector-Franson, CFP®
Financial Advisor
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Michelle Wong
Workplace Experience Coordinator
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Tyler Patterson, CFP®
Financial Advisor
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Alejandra Torres
Trader & Data Specialist
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Misty Martinez
Client Service Specialist
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Kenji Nagase
Client Service Specialist
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Will Berg
Associate Financial Advisor
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Ken Vander Kooi, CFP®
Senior Financial Advisor
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Michel’le Correia
Client Service Specialist
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Lisa Ozaki, CFP®
Associate Financial Advisor
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Jack Stannard
Business Development Associate
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Conor Wilkes
Chief Operating Officer
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Curt Tyler
Investment Associate
Let's talk
Schedule a talk with one of our advisors to learn more about Summitry and how we can help you chart a path for your financial future.
