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
