Broker Check

North Carolina Office

15 Pleasant Hill Dr.
Asheville, NC 28804

North Carolina

Bill Goodman, CRPC®, QPFC®, MBA

Prizm Wealth Management

(480) 404-9259

(480) 307-6422

billgoodman@prizmwm.com

Bill Goodman has been in the financial industry for over a decade. He earned a Bachelor of Arts degree in International Studies from University of Richmond, Virginia, and an Executive Master of Business Administration from Golden Gate...

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Brently Klontz, CFP®, AFC®

Wealth Manager/Partner

480-378-2777

info@sfplanners.com

Click Here to Schedule an Appointment Brently J. Klontz is a Partner and CERTIFIED FINANCIAL PLANNER™ at Summit Financial Solutions and manages the east Tempe location. He specializes in comprehensive financial planning. He...

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Cassie Saine

Office Manager

480-284-6554

cassie@summitfinancialsolutions.com

Cassie Saine is an Administrative Assistant at Summit Financial Solutions assisting with day to day operations as well as providing excellent client services. She has over 8 years of experience in client success management and service....

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Hannah Dabbs Mendoza

Operations Manager

480-284-6554

hannah@summitfinancialsolutions.com

Hannah Dabbs Mendoza is the Operations Manager for Summit Financial Solutions, where she oversees daily operations and works to ensure client's are receiving the best possible service. She previously worked as the Director of...

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Isaiah Carter

Senior Client Service Specialist | SmartVestor PRO Coordinator

480-378-2777

(480) 401-1271

info@sfplanners.com

Isaiah is the Senior Client Service Specialist and the SmartVestor PRO Coordinator, providing his skills to ensure the company runs smoothly. He brings an attitude of joyfulness to his work and a dedicated mindset...

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Jay Womack, AIF®

Financial Advisor

828-231-4174

828-484-4920

jay@summitfinancialsolutions.com

Jay holds a BS from Samford University and a ThM from Dallas Theological Seminary. Prior to becoming a financial advisor for the last 13 years, he was an instructor at Montreat University. He has been a recipient of the “Top 40...

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Jessi Summers, LSSGB®

Operations Manager

480-378-2777

(480) 401-1271

info@sfplanners.com

Jessi is a certified Lean Six Sigma Green Belt and is currently working towards mastering the Black Belt. This allows her to make sure the office stays focused on the voice of the client in the most efficient way possible.

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Joe Cooper

Wealth Advisor

(480) 284-6554

jcooper@summitfinancialsolutions.com

Joe Cooper is a wealth manager and registered representative of Cambridge Investment Research. Since joining Summit Financial Solutions, Joe has built and committed his practice around assisting employees of the public education system...

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Kelly Neubauer

Client Service Specialist

480-284-6554

kelly@summitfinancialsolutions.com

Kelly is a dedicated and reliable assistant with a passion for supporting financial advisors remotely from Las Vegas, Nevada.  With 11 years of experience in the financial industry, she has honed her skills in providing...

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Melissa Tapken

OSJ Designee, Manager Advisor Support

Melissa joined Przewlocki James, Inc. in April, 2010 as an OSJ Designee/Manager Advisor Services. She provides supervisory supports for the branch and is an advocate for our advisors. Her previous experience focused on broker dealer...
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Michael Hoxworth

Client Service Specialist

480-378-2777

(480) 401-1271

info@sfplanners.com

Michael serves as a Client Service Specialist, combining his communication skills with his outgoing personality and love for helping people...

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Mike Pananos, AAMS®

Financial Advisor

(480) 277-7761

mpananos@summitfinancialsolutions.com

Mike Pananos has over 27 years experience in the financial services industry. He earned his Bachelor of Arts degree in Psychology from Assumption College in Worcestor, Massachusetts. Mike has the following registrations: 6, 7 and 66....

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Miriam Kershaw

Client Service Specialist

480-378-2777

480-401-1271

info@sfplanners.com

Miriam Kershaw has been with Summit Financial since August 2023.  She serves as a Client Service Specialist where she can use her love for helping and serving others daily. She took classes at Mesa Community College for two years...

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Nestor Montoya, CFP®, ChFC®

Wealth Manager

(480) 284-6554

(480) 307-6422

nmontoya@summitfinancialsolutions.com

Nestor Montoya has over 22 years experience in the financial services industry. He earned his Bachelor of Arts degree in Business with a concentration in Finance and a minor in Economics at the University of New Mexico. Nestor has the...

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Steve James

Managing Director

(480) 284-6554

(480) 307-6422

sjames@summitfinancialsolutions.com

Steve James has over 21 years of experience in the financial services field industry. He earned his undergraduate degree from Arizona State University in Tempe, Arizona. Steve is a Registered Principal of Cambridge Investment Research...

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Taylor James

Special Projects

480-284-6554

taylor@summitfinancialsolutions.com

Taylor James joined the team in May 2023, she supports the office by completing special projects and general administrative tasks. Taylor is currently studying Musical Theatre at Loyola University in New Orleans. In her free time, she...

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Tyler Ferguson

Client Service Specialist

480-284-6554

tyler@summitfinancialsolutions.com

Tyler Ferguson is a licensed Client Service Specialist at Summit Financial Solutions, where she provides support to financial advisors. She joined the team in May 2023 after working for Morgan Stanley. Tyler studied Finance and...

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Zach Makawi, CFP®, AFC®

Wealth Manager/Partner

480-378-2777

info@sfplanners.com

Zachary Makawi is a Partner and Wealth Manager at Summit Financial Solutions. He finds satisfaction in client-facing meetings where he learns peoples’ stories. He knows that listening is vital for providing personalized advice to...

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