Steve James

Managing Director

(480) 284-6554

(480) 307-6422

sjames@summitfinancialsolutions.com

Amelia James

Registered Representative

(480) 284-6554

(480) 307-6422

amelia@summitfinancialsolutions.com

Nestor Montoya, CFP®, ChFC®

Wealth Manager

(480) 284-6554

(480) 307-6422

nmontoya@summitfinancialsolutions.com

Mike Pananos, AAMS®

Financial Advisor

(480) 277-7761

mpananos@summitfinancialsolutions.com

Mercy Martinez

Operations Manager

(480) 284-6554

(480) 307-6422

mercy@summitfinancialsolutions.com

Bill Goodman, CRPC®, QPFC®, MBA

Prizm Wealth Management

(480) 404-9259

(480) 307-6422

billgoodman@prizmwm.com

Hannah Dabbs Mendoza

Office Supervisor

(480) 427-2558

(480) 307-6422

hannah@summitfinancialsolutions.com

Joseph Cooper

Client Services Specialist

(480) 284-6554

jcooper@summitfinancialsolutions.com

Rachel Perault

Office Manager

480-284-6554

support@summitfinancialsolutions.com

Brently Klontz, CFP^®, AFC^®

Wealth Manager/Partner

(480) 257-2964

(480) 401-1271

bklontz@sfplanners.com

Zach Makawi, CFP^®, AFC^®

Wealth Manager/Partner

(480) 378-2765

(480) 401-1271

zmakawi@sfplanners.com

Jessi Gore

Office Manager

480-685-4829

(480) 401-1271

jgore@sfplanners.com

Kaitlyn Kaye

Administrative Assistant

480-378-2777 ext.103

480-401-1271

kkaye@sfplanners.com

Lucy Gore

SmartVestor Coordinator

(480) 378-2777 ext.104

480-401-1271

info@sfplanners.com