Broker Check

NAU Team

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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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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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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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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JT Kuhn

Lead Client Services Specialist

480-284-6554

480-307-6422

jkuhn@summitfinancialsolutions.com

JT Kuhn serves as the Lead Client Service Specialist at Summit Financial Solutions, where he brings a wealth of expertise in client relations and financial services. He started his career in investment management after graduating from...
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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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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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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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