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.
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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
Amanda Galvao
Business Operations Specialist & Portfolio Administrator
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
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Colin Higgins
Chief Executive Officer
Cynthia Duncan
Senior Financial Advisor
Demia Edwards
Client Service Specialist
Diane Johnson
Senior Client Service Specialist
Emily Trang
Office Administrator
Eric Jungling, CFP®
Senior Financial Advisor
Jack Zhao, CFA
Equity Analyst
Jason Yu, FPQP™
Financial Planning Associate
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Jennifer Rouse
Director of Operations & Chief Compliance Officer
3
Joe Martin
Chief Client Experience Officer
John Wei, CFP®, CPWA®
Senior Financial Advisor
Kevin Szeto
Financial Planning Associate
2
Kurt Hoefer, CFA
Chief Strategy Officer
Lana Xiao, CFP®
Financial Advisor
Mandy Pham, CFP®, CFA
Senior Financial Advisor
Matthew Gordon, CFA
Senior Equity Analyst & Portfolio Manager
Michael Kon, CFA
Director of Research & Portfolio Manager
Roxanne Cardenas
Compliance Associate & Senior Business Operations Specialist
Saad Bajwa
Financial Planning Associate
Sherry Williams, CFP®
Senior Financial Advisor
Sneha Vaidya
Client Service Specialist
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Tiffany Lesser, FPQP™
Talent Manager
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.
Saad Bajwa
Financial Planning Associate