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®

Aaron Szager, CFP®

Advisor Group Manager

Adam Govani, CFP<sup>®</sup>

Adam Govani, CFP®

Financial Advisor

Alejandra Torres

Alejandra Torres

Business Operations Specialist

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Alex Katz

Alex Katz

Chief Growth Officer

Alex Leitzes

Alex Leitzes

Business Development Principal

Ann Luong

Ann Luong

Strategy Associate

Anthony Piquit

Anthony Piquit

Client Service Specialist

Ayse Pehlivan

Ayse Pehlivan

Senior Portfolio Administrator and Fixed Income Trader

Brearin Land, CFP<sup>®</sup>

Brearin Land, CFP®

Principal

Charles Angle, CFP<sup>®</sup>

Charles Angle, CFP®

Financial Planning Associate

Claire Shifren, CFP®

Claire Shifren, CFP®

Senior Financial Advisor

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Colin Higgins

Colin Higgins

Chief Executive Officer

Cynthia Duncan

Cynthia Duncan

Senior Financial Advisor

David Langhals, CFP®

David Langhals, CFP®

Financial Planning Associate

Demia Edwards

Demia Edwards

Client Service Specialist

Diana Le

Diana Le

Financial Planning Associate

Diane Johnson

Diane Johnson

Senior Client Service Specialist

Eric Jungling, CFP®

Eric Jungling, CFP®

Senior Financial Advisor

Jack Zhao, CFA

Jack Zhao, CFA

Equity Analyst

Jason Yu

Jason Yu

Research Associate

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Jennifer Rouse

Jennifer Rouse

Director of Operations & Chief Compliance Officer

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Joe Martin

Joe Martin

Chief Client Experience Officer

John Wei, CFP®, CPWA®

John Wei, CFP®, CPWA®

Senior Financial Advisor

Kevin Szeto, CFP®

Kevin Szeto, CFP®

Financial Planning Associate Manager

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Kurt Hoefer, CFA

Kurt Hoefer, CFA

Chief Strategy Officer

Lana Xiao, CFP<sup>®</sup>

Lana Xiao, CFP®

Financial Advisor

Lisa Morabe

Lisa Morabe

Office Administrator

Mandy Pham, CFP®, CFA, EA

Mandy Pham, CFP®, CFA, EA

Senior Financial Advisor

Matthew Gordon, CFA

Matthew Gordon, CFA

Senior Equity Analyst & Portfolio Manager

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Michael Kon, CFA

Michael Kon, CFA

Director of Research & Portfolio Manager

Roxanne Cardenas

Roxanne Cardenas

Compliance Manager

Sherry Williams, CFP®

Sherry Williams, CFP®

Senior Financial Advisor

Sneha Vaidya

Sneha Vaidya

Client Service Specialist

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Tiffany Lessler, FPQP™

Tiffany Lessler, FPQP™

Talent Manager

William Lorne

William Lorne

Business Operations Specialist

Winnie Butt, CFA, CFP®

Winnie Butt, CFA, CFP®

Senior Financial Advisor

We’re hiring

Come work with us.

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Our Insights

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