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.
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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 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™
Director of Talent
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®
Senior Financial Advisor
Cynthia Duncan
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®
Senior Financial Advisor
Jason Yu, CFA
Associate Equity Analyst
Charles Angle, CFP®
Financial Advisor
Michael Kon, CFA
Director of Research & Portfolio Manager
Matthew Gordon, CFA
Senior Equity Analyst & Portfolio Manager
Jack Zhao, CFA
Senior Equity Analyst
Ann Luong
Marketing Manager
Demia Edwards, FPQP
Client Service Specialist
Sneha Vaidya
Client Service Specialist
Ayse Pehlivan
Senior Portfolio Administrator and Fixed Income Trader
Roxanne Cardenas, IACCP®
Compliance Manager
Alejandra Torres
Business Operations Specialist
Anthony Piquit
Client Service Specialist
David Langhals, CFP®
Financial Advisor
Diana Le
Financial Planning Associate
William Lorne
Business Operations Specialist
Alex Leitzes
Principal
Winnie Butt, CFA, CFP®
Senior Financial Advisor
Gina McGhee
Financial Advisor Assistant
Emily Hazelroth, CFP®
Financial Advisor
Chintan Pabari
Financial Planning Associate
Cindy Cutler
Finance and Systems Administrator
Benjamin Feiner
Client Service Specialist
Archana Turaga
Financial Planning Associate
Tom Guinane
Principal
Brandy Savage
Principal
Carissa Yen
Financial Planning Associate
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.