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.
Aaron Szager, CFP®
Senior Financial Advisor
Adam Govani, CFP®
Senior 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
Archana Turaga
Financial Planning Associate
Ayse Pehlivan
Senior Portfolio Administrator and Fixed Income Trader
Benjamin Feiner
Client Service Specialist
Brearin Land, CFP®
Principal
Charles Angle, CFP®
Financial Advisor
Chintan Pabari
Financial Planning Associate
Cindy Cutler
Finance and Systems Administrator
Claire Shifren, CFP®
Senior Financial Advisor
1
Colin Higgins
Chief Executive Officer
Cynthia Duncan
Senior Financial Advisor
David Langhals, CFP®
Financial Advisor
Demia Edwards, FPQP
Client Service Specialist
Diana Le
Financial Planning Associate
Emily Hazelroth, CFP®
Financial Advisor
Eric Jungling, CFP®
Senior Financial Advisor
Gina McGhee
Financial Advisor Assistant
Jack Zhao, CFA
Senior Equity Analyst
Jason Yu
Associate Analyst
4
Jennifer Rouse
Director of Operations & Chief Compliance Officer
3
Joe Martin
Chief Client Experience Officer
Kevin Szeto, CFP®
Financial Planning Associate Manager
2
Kurt Hoefer, CFA
Chief Strategy Officer
Lisa Morabe, FPQP
Business Development Associate
Mandy Pham, CFP®, CFA, EA
Senior Financial Advisor
Matthew Gordon, CFA
Senior Equity Analyst & Portfolio Manager
8
Michael Kon, CFA
Director of Research & Portfolio Manager
Roxanne Cardenas, IACCP®
Compliance Manager
Samantha Hipple
Office Administrator
Sneha Vaidya
Client Service Specialist
7
Tiffany Lessler, FPQP™
Director of Talent
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