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.
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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
Financial Modeling & Legacy Planning
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SUCCESS STORIES
Income & Managed Overlay Strategies
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SUCCESS STORIES
Big Questions Around A Career Transition
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SUCCESS STORIES
Inherited Property Dilemma
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SUCCESS STORIES
Test Driving Real Estate Options
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SUCCESS STORIES
Eleventh Hour Interception Significantly Reduces Tax Bill
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SUCCESS STORIES
RSUs Can Make for a Shocking Tax Bill without Proper Planning
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SUCCESS STORIES
Tax Benefits for the Charitably Inclined
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SUCCESS STORIES
Investing with Your Values
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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 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
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Tiffany Lessler, FPQP™
Talent Manager
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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
Director of Operations & Chief Compliance Officer
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Joe Martin
Chief Client Experience Officer
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Alex Katz
Chief Growth Officer
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Aaron Szager, CFP®
Advisor Group Manager
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Cynthia Duncan
Senior Financial Advisor
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Sherry Williams, CFP®
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
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Adam Govani, CFP®
Financial Advisor
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Jason Yu
Research Associate
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Charles Angle, CFP®
Financial Planning Associate
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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
Equity Analyst
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Brearin Land, CFP®
Principal
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Ann Luong
Marketing Manager
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Diane Johnson
Senior Client Service Specialist
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Demia Edwards
Client Service Specialist
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Sneha Vaidya
Client Service Specialist
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Ayse Pehlivan
Senior Portfolio Administrator and Fixed Income Trader
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Roxanne Cardenas
Compliance Manager
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Alejandra Torres
Business Operations Specialist
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Anthony Piquit
Client Service Specialist
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David Langhals, CFP®
Financial Planning Associate
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Diana Le
Financial Planning Associate
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William Lorne
Business Operations Specialist
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Alex Leitzes
Principal
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Lisa Morabe
Office Administrator
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Winnie Butt, CFA, CFP®
Senior Financial Advisor
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Gina McGhee
Financial Advisor Assistant
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Emily Hazelroth, CFP®
Financial Advisor
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Chintan Pabari
Financial Planning Associate
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Cindy Cutler
Finance and Systems Administrator
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.
