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.

Abegail Cordero

Abegail Cordero

Client Service Specialist

Alejandra Torres

Alejandra Torres

Trader & Data Specialist

5

Alex Katz

Alex Katz

Chief Growth Officer

Alex Leitzes

Alex Leitzes

Principal

Ann Luong

Ann Luong

Marketing Manager

Anthony Piquit

Anthony Piquit

Business Operations Specialist & Portfolio Administrator

Archana Turaga

Archana Turaga

Associate Financial Advisor

Ayse Pehlivan

Ayse Pehlivan

Senior Portfolio Administrator and Fixed Income Trader

Brandy Savage

Brandy Savage

Principal

Carissa Yen, FPQP®

Carissa Yen, FPQP®

Associate Financial Advisor

Chintan Pabari

Chintan Pabari

Associate Financial Advisor

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

Daniel Spector-Franson, CFP®

Daniel Spector-Franson, CFP®

Financial Advisor

David Langhals, CFP®

David Langhals, CFP®

Financial Advisor

Demia Edwards, FPQP®

Demia Edwards, FPQP®

Lead Client Service Specialist

Emily Hazelroth, CFP®

Emily Hazelroth, CFP®

Senior Financial Advisor & Advisor Manager

Eric Jungling, CFP®

Eric Jungling, CFP®

Senior Financial Advisor

Gina McGhee, FPQP®

Gina McGhee, FPQP®

Financial Advisor Assistant

Jack Zhao, CFA®

Jack Zhao, CFA®

Senior Equity Analyst

Jason Yu, CFA®

Jason Yu, CFA®

Equity Analyst

4

Jennifer Rouse

Jennifer Rouse

Director of Operations & Chief Compliance Officer

3

Joe Martin, FBS®

Joe Martin, FBS®

Chief Client Experience Officer

Ken Vander Kooi, CFP®

Ken Vander Kooi, CFP®

Senior Financial Advisor

Kenji Nagase

Kenji Nagase

Client Service Specialist

2

Kurt Hoefer, CFA®

Kurt Hoefer, CFA®

Chief Strategy Officer

Mandy Pham, CFP®, CFA®, EA

Mandy Pham, CFP®, CFA®, EA

Senior Financial Advisor & Financial Planning Committee Chairperson

Matthew Gordon, CFA®

Matthew Gordon, CFA®

Senior Equity Analyst & Portfolio Manager

8

Michael Kon, CFA®

Michael Kon, CFA®

Director of Research & Portfolio Manager

Michelle Wong

Michelle Wong

Workplace Experience Coordinator

Misty Martinez

Misty Martinez

Client Services Specialist

Roxanne Cardenas, IACCP®

Roxanne Cardenas, IACCP®

Compliance Manager

Sneha Vaidya, FPQP®

Sneha Vaidya, FPQP®

Client Service Specialist

7

Tiffany Lessler, FPQP®

Tiffany Lessler, FPQP®

Director of Talent

Tom Guinane

Tom Guinane

Principal

Tyler Patterson, CFP®

Tyler Patterson, CFP®

Financial Advisor

Will Berg

Will Berg

Financial Advisor Assistant

We’re hiring

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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