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.
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Meet the Team
Solid partnerships take time to form, and we won’t promise to immediately know what’s best for you and your family. But through communication, mutual understanding, and a full appreciation of your goals, our advisors take the time to get it right.
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Aaron Szager, CFP®
Advisor Group Manager
Adam Govani, CFP®
Financial Advisor
Alejandra Torres
Business Operations Specialist
5
Alex Katz
Chief Growth Officer
Alex Leitzes
Principal
Ann Luong
Marketing Manager
Anthony Piquit
Client Service Specialist
Ayse Pehlivan
Senior Portfolio Administrator and Fixed Income Trader
Brearin Land, CFP®
Principal
Charles Angle, CFP®
Financial Planning Associate
Claire Shifren, CFP®
Senior Financial Advisor
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Colin Higgins
Chief Executive Officer
Cynthia Duncan
Senior Financial Advisor
David Langhals, CFP®
Financial Planning Associate
Demia Edwards
Client Service Specialist
Diana Le
Financial Planning Associate
Diane Johnson
Senior Client Service Specialist
Emily Hazelroth, CFP®
Financial Advisor
Eric Jungling, CFP®
Senior Financial Advisor
Gina McGhee
Financial Advisor Assistant
Jack Zhao, CFA
Equity Analyst
Jason Yu
Research Associate
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Jennifer Rouse
Director of Operations & Chief Compliance Officer
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Joe Martin
Chief Client Experience Officer
Kevin Szeto, CFP®
Financial Planning Associate Manager
2
Kurt Hoefer, CFA
Chief Strategy Officer
Lana Xiao, CFP®, CDFA®
Financial Advisor
Lisa Morabe
Office Administrator
Mandy Pham, CFP®, CFA, EA
Senior Financial Advisor
Matthew Gordon, CFA
Senior Equity Analyst & Portfolio Manager
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Michael Kon, CFA
Director of Research & Portfolio Manager
Roxanne Cardenas
Compliance Manager
Sherry Williams, CFP®
Senior Financial Advisor
Sneha Vaidya
Client Service Specialist
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Tiffany Lessler, FPQP™
Talent Manager
William Lorne
Business Operations Specialist
Winnie Butt, CFA, CFP®
Senior Financial Advisor
We’re hiring
Come work with us.
Let's talk
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.
Colin Higgins
Chief Executive Officer