Steve James

Managing Director

(480) 284-6554

(480) 307-6422

sjames@summitfinancialsolutions.com

Nestor Montoya, CFP®, ChFC®

Wealth Manager

(480) 284-6554

(480) 307-6422

nmontoya@summitfinancialsolutions.com

Joe Cooper

Wealth Manager

(480) 284-6554

jcooper@summitfinancialsolutions.com

Bill Goodman, CRPC®, QPFC®, MBA

Prizm Wealth Management

(480) 404-9259

(480) 307-6422

billgoodman@prizmwm.com

Vern Clemenson

Wealth Manager

480-284-6554

480-307-6422

vern@summitfinancialsolutions.com

Hannah Dabbs Mendoza

Operations Manager

480-284-6554

hannah@summitfinancialsolutions.com

Tyler Ferguson

Client Service Specialist

480-284-6554

tyler@summitfinancialsolutions.com