15 Pleasant Hill Dr.Asheville, NC 28804
Prizm Wealth Management
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...
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....
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...
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...
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...
Lead Client Services Specialist
Client Service Specialist
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...
OSJ Designee, Manager Advisor Support
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....
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...
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...
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...
Client Service Specialist
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...