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.
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
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SUCCESS STORIES
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SUCCESS STORIES
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SUCCESS STORIES
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SUCCESS STORIES
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SUCCESS STORIES
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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
We’ve been in the Bay Area for nearly two 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
Tiffany Lessler, FPQP™
Talent Manager
Colin Higgins
Chief Executive Officer
Kurt Hoefer, CFA
Chief Strategy Officer
Jennifer Rouse
Director of Operations & Chief Compliance Officer
Joe Martin
Chief Client Experience Officer
Alex Katz
Chief Growth Officer
Aaron Szager, CFP®
Advisor Group Manager
Cynthia Duncan
Senior Financial Advisor
Sherry Williams, CFP®
Senior Financial Advisor
Claire Shifren, CFP®
Senior Financial Advisor
Eric Jungling, CFP®
Senior Financial Advisor
Mandy Pham, CFP®, CFA, EA
Senior Financial Advisor
Adam Govani, CFP®
Financial Advisor
Jason Yu
Research Associate
Charles Angle, CFP®
Financial Planning Associate
Michael Kon, CFA
Director of Research & Portfolio Manager
Matthew Gordon, CFA
Senior Equity Analyst & Portfolio Manager
Jack Zhao, CFA
Equity Analyst
Brearin Land, CFP®
Principal
Ann Luong
Marketing Manager
Diane Johnson
Senior Client Service Specialist
Demia Edwards
Client Service Specialist
Sneha Vaidya
Client Service Specialist
Ayse Pehlivan
Senior Portfolio Administrator and Fixed Income Trader
Roxanne Cardenas
Compliance Manager
Alejandra Torres
Business Operations Specialist
Anthony Piquit
Client Service Specialist
David Langhals, CFP®
Financial Planning Associate
Diana Le
Financial Planning Associate
William Lorne
Business Operations Specialist
Alex Leitzes
Principal
Lisa Morabe
Office Administrator
Winnie Butt, CFA, CFP®
Senior Financial Advisor
Gina McGhee
Financial Advisor Assistant
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.