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.

Aaron Szager, CFP®

Aaron Szager, CFP®

Senior Financial Advisor

Adam Govani, CFP<sup>®</sup>

Adam Govani, CFP®

Senior Financial Advisor

Alejandra Torres

Alejandra Torres

Business Operations Specialist

5

Alex Katz

Alex Katz

Chief Growth Officer

Alex Leitzes

Alex Leitzes

Principal

Ann Luong

Ann Luong

Marketing Manager

Anthony Piquit

Anthony Piquit

Client Service Specialist

Archana Turaga

Archana Turaga

Financial Planning Associate

Ayse Pehlivan

Ayse Pehlivan

Senior Portfolio Administrator and Fixed Income Trader

Benjamin Feiner

Benjamin Feiner

Client Service Specialist

Brandy Savage

Brandy Savage

Principal

Carissa Yen

Carissa Yen

Financial Planning Associate

Charles Angle, CFP<sup>®</sup>

Charles Angle, CFP®

Financial Advisor

Chintan Pabari

Chintan Pabari

Financial Planning Associate

Cindy Cutler

Cindy Cutler

Finance and Systems Administrator

Claire Shifren, CFP®

Claire Shifren, CFP®

Senior Financial Advisor

1

Colin Higgins

Colin Higgins

Chief Executive Officer

Cynthia Duncan

Cynthia Duncan

Senior Financial Advisor

David Langhals, CFP®

David Langhals, CFP®

Financial Advisor

Demia Edwards, FPQP

Demia Edwards, FPQP

Client Service Specialist

Diana Le

Diana Le

Financial Planning Associate

Emily Hazelroth, CFP®

Emily Hazelroth, CFP®

Financial Advisor

Eric Jungling, CFP®

Eric Jungling, CFP®

Senior Financial Advisor

Gina McGhee

Gina McGhee

Financial Advisor Assistant

Jack Zhao, CFA

Jack Zhao, CFA

Senior Equity Analyst

Jason Yu, CFA

Jason Yu, CFA

Associate Equity Analyst

4

Jennifer Rouse

Jennifer Rouse

Director of Operations & Chief Compliance Officer

3

Joe Martin

Joe Martin

Chief Client Experience Officer

Kevin Szeto, CFP®

Kevin Szeto, CFP®

Financial Planning Associate Manager

2

Kurt Hoefer, CFA

Kurt Hoefer, CFA

Chief Strategy Officer

Mandy Pham, CFP®, CFA, EA

Mandy Pham, CFP®, CFA, EA

Senior Financial Advisor

Matthew Gordon, CFA

Matthew Gordon, CFA

Senior Equity Analyst & Portfolio Manager

8

Michael Kon, CFA

Michael Kon, CFA

Director of Research & Portfolio Manager

Roxanne Cardenas, IACCP®

Roxanne Cardenas, IACCP®

Compliance Manager

Sneha Vaidya

Sneha Vaidya

Client Service Specialist

7

Tiffany Lessler, FPQP™

Tiffany Lessler, FPQP™

Director of Talent

Tom Guinane

Tom Guinane

Principal

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