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.
Team
Insights
Pages
- Let's Talk
- Phone / Directions
SUCCESS STORIES
Nvidia loyalist saves taxes, reduces risk, and reaps rewards
READ MORE
SUCCESS STORIES
Dad’s Sudden Departure Leaves Rob Unprepared
READ MORE
SUCCESS STORIES
Apple Fanboy uses a CRUT to generate a comfortable lifetime of income
READ MORE
SUCCESS STORIES
Tax Benefits for the Charitably Inclined
READ MORE
SUCCESS STORIES
Inherited Property Dilemma
READ MORE
SUCCESS STORIES
Investing with Your Values
READ MORE
SUCCESS STORIES
RSUs Can Make for a Shocking Tax Bill without Proper Planning
READ MORE
SUCCESS STORIES
Eleventh Hour Interception Significantly Reduces Tax Bill
READ MORE
SUCCESS STORIES
Test Driving Real Estate Options
READ MORE
SUCCESS STORIES
Big Questions Around A Career Transition
READ MORE
SUCCESS STORIES
Income & Managed Overlay Strategies
READ MORE
SUCCESS 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
Director of Operations & Chief Compliance Officer
-
Joe Martin, FBS®
Chief Client Experience Officer
-
Alex Katz
Chief Growth Officer
-
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
-
Jason Yu, CFA®
Equity Analyst
-
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®
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
-
David Langhals, CFP®
Financial Advisor
-
Alex Leitzes
Principal
-
Gina McGhee, FPQP®
Financial Advisor Assistant
-
Emily Hazelroth, CFP®
Senior Financial Advisor & Advisor Manager
-
Chintan Pabari
Associate Financial Advisor
-
Cindy Cutler
Finance and Systems Administrator
-
Archana Turaga
Associate Financial Advisor
-
Tom Guinane
Principal
-
Brandy Savage
Principal
-
Carissa Yen, FPQP®
Associate Financial Advisor
-
Abegail Cordero
Client Service Specialist
-
Daniel Spector-Franson, CFP®
Financial Advisor
-
Michelle Wong
Workplace Experience Coordinator
-
Tyler Patterson, CFP®
Financial Advisor
-
Alejandra Torres
Trader & Data Specialist
-
Misty Martinez
Client Services Specialist
-
Kenji Nagase
Client Service Specialist
