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

Bill Goodman, CRPC®, QPFC®, MBA

Prizm Wealth Management

(480) 404-9259

(480) 307-6422

billgoodman@prizmwm.com

Joe Cooper

Wealth Manager

(480) 284-6554

jcooper@summitfinancialsolutions.com

Minda Martinez

Client Service Specialist

480-284-6554

minda@summitfinancialsolutions.com

Vern Clemenson

Wealth Manager

480-284-6554

480-307-6422

vern@summitfinancialsolutions.com

Vivien Enders

Wealth Manager

480-284-6554

480-307-6422

venders@summitfinancialsolutions.com

Brently Klontz, CFP^®, AFC^®

Wealth Manager/Partner

480-378-2777

info@sfplanners.com

Zach Makawi, CFP^®, AFC^®

Wealth Manager/Partner

480-378-2777

info@sfplanners.com

Jessi Summers

Operations Manager

480-378-2777

(480) 401-1271

info@sfplanners.com

Isaiah Carter

Senior Client Service Specialist

480-378-2777

(480) 401-1271

info@sfplanners.com

Lucy Gore

Client Service Specialist

480-378-2777

480-401-1271

info@sfplanners.com

Michael Hoxworth

Client Service Specialist

480-378-2777

(480) 401-1271

info@sfplanners.com