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.
Team
Insights
Pages
- Let's Talk
- Phone / Directions
Client STORIES
NVIDIA loyalist saves taxes, reduces risk, and reaps rewards
READ MORE
Client STORIES
Dad’s Sudden Departure Leaves Rob Unprepared
READ MORE
Client STORIES
Apple Fanboy uses a CRUT to generate a comfortable lifetime of income
READ MORE
Client STORIES
Tax Benefits for the Charitably Inclined
READ MORE
Client STORIES
Inherited Property Dilemma
READ MORE
Client STORIES
Investing with Your Values
READ MORE
Client STORIES
RSUs Can Make for a Shocking Tax Bill without Proper Planning
READ MORE
Client STORIES
Eleventh Hour Interception Significantly Reduces Tax Bill
READ MORE
Client STORIES
Test Driving Real Estate Options
READ MORE
Client STORIES
Big Questions Around A Career Transition
READ MORE
Client STORIES
Income & Managed Overlay Strategies
READ MORE
Client STORIES
Financial Modeling & Legacy Planning
READ MORE
-
Tiffany Lessler, FPQP®
Director of Talent
-
Colin Higgins
Chief Executive Officer
-
Kurt Hoefer, CFA®
Chief Strategy Officer
-
Jennifer Rouse
Chief Compliance Officer and Systems & Data Manager
-
Joe Martin, FBS®
Chief Client Experience Officer
-
Alex Katz
President
-
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 & Director of Financial Planning
-
Jason Yu, CFA®
Senior Equity Analyst
-
Michael Kon, CFA®
Director of Research & Portfolio Manager
-
Matthew Gordon, CFA®
Senior Equity Analyst & Portfolio Manager
-
Jack Zhao, CFA®
Senior Equity Analyst & Portfolio Manager of Explore Strategies
-
Ann Luong
Marketing Manager
-
Demia Edwards
Lead Client Service Specialist
-
Sneha Vaidya, FPQP®
Client Service Specialist
-
Ayse Pehlivan
Senior Portfolio Administrator and Fixed Income Trader
-
Roxanne Cardenas, IACCP®
Compliance Manager
-
Anthony Piquit
Business Operations Specialist & Portfolio Administrator
-
Alex Leitzes
Principal
-
Gina McGhee, FPQP®
Financial Planning Associate
-
Emily Hazelroth, CFP®
Senior Financial Advisor & Advisor Manager
-
Archana Turaga
Financial Planning Associate
-
Tom Guinane
Principal and Business Development Manager
-
Carissa Yen, FPQP®
Senior Associate Financial Advisor
-
Daniel Spector-Franson, CFP®
Financial Advisor
-
Michelle Wong
Workplace Experience Coordinator
-
Tyler Patterson, CFP®
Financial Advisor
-
Alejandra Torres
Trader & Data Specialist
-
Misty Martinez
Client Service Specialist
-
Kenji Nagase
Client Service Specialist
-
Will Berg
Associate Financial Advisor
-
Ken Vander Kooi, CFP®
Senior Financial Advisor
-
Michel’le Correia
Client Service Specialist
-
Lisa Ozaki, CFP®
Associate Financial Advisor
-
Jack Stannard
Business Development Associate
-
Conor Wilkes
Chief Operating Officer
-
Curt Tyler
Investment Associate
-
Julian Weiswasser
Client Service Specialist
-
Phil Campit
Financial Advisor
-
Jenny Ge, CPA®
Finance Manager and Controller
-
Mary Miranda
Associate Financial Advisor
-
Chris Moody
Financial Advisor
-
John Dorr
Salesforce and Systems Manager
