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.
- Let's Talk
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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
Business Development Principal
Ann Luong
Strategy Associate
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
1
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
Eric Jungling, CFP®
Senior Financial Advisor
Jack Zhao, CFA
Equity Analyst
Jason Yu
Research Associate
4
Jennifer Rouse
Director of Operations & Chief Compliance Officer
3
Joe Martin
Chief Client Experience Officer
John Wei, CFP®, CPWA®
Senior Financial Advisor
Kevin Szeto, CFP®
Financial Planning Associate Manager
2
Kurt Hoefer, CFA
Chief Strategy Officer
Lana Xiao, CFP®
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
7
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