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.
- Let's Talk
- Phone / Directions
SUCCESS STORIES
Financial Modeling & Legacy Planning
READ MORE
SUCCESS STORIES
Income & Managed Overlay Strategies
READ MORE
SUCCESS STORIES
Big Questions Around A Career Transition
READ MORE
SUCCESS STORIES
Inherited Property Dilemma
READ MORE
SUCCESS STORIES
Test Driving Real Estate Options
READ MORE
SUCCESS STORIES
Eleventh Hour Interception Significantly Reduces Tax Bill
READ MORE
SUCCESS STORIES
RSUs Can Make for a Shocking Tax Bill without Proper Planning
READ MORE
SUCCESS STORIES
Tax benefits for the Charitably Inclined
READ MORE
SUCCESS STORIES
Investing with Your Values
READ MORE
-
Tiffany Lessler, FPQP™
Talent Manager
-
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®
Advisor Group Manager
-
Cynthia Duncan
Senior Financial Advisor
-
Sherry Williams, CFP®
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®
Financial Advisor
-
Jason Yu
Research Associate
-
Charles Angle, CFP®
Financial Planning Associate
-
Michael Kon, CFA
Director of Research & Portfolio Manager
-
Matthew Gordon, CFA
Senior Equity Analyst & Portfolio Manager
-
Jack Zhao, CFA
Equity Analyst
-
Brearin Land, CFP®
Principal
-
Ann Luong
Marketing Manager
-
Diane Johnson
Senior Client Service Specialist
-
Demia Edwards
Client Service Specialist
-
Sneha Vaidya
Client Service Specialist
-
Ayse Pehlivan
Senior Portfolio Administrator and Fixed Income Trader
-
Roxanne Cardenas
Compliance Manager
-
Alejandra Torres
Business Operations Specialist
-
Anthony Piquit
Client Service Specialist
-
David Langhals, CFP®
Financial Planning Associate
-
Diana Le
Financial Planning Associate
-
William Lorne
Business Operations Specialist
-
Alex Leitzes
Principal
-
Lisa Morabe
Office Administrator
-
Winnie Butt, CFA, CFP®
Senior Financial Advisor
-
Gina McGhee
Financial Advisor Assistant
-
Emily Hazelroth, CFP®
Financial Advisor
