Our Team South Tempe Office430 W. Warner Rd. Suite 123Tempe, AZ 85284 South Tempe 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 Joe Cooper Wealth Manager (480) 284-6554 jcooper@summitfinancialsolutions.com Minda Martinez Client Service Specialist 480-284-6554 minda@summitfinancialsolutions.com Tammy Bookman Advisor Services Associate 480-687-4234 tammy@pjadvisorgroup.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 East Tempe Office7517 S. McClintock Dr. Suite 105Tempe, AZ 85283 East Tempe 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 Summers Office Manager 480-378-2777 ext.104 (480) 401-1271 jgore@sfplanners.com Kaitlyn Kaye Client Service Specialist 480-378-2777 ext.103 480-401-1271 kkaye@sfplanners.com Lucy Gore Client Service Specialist (480) 378-2777 ext.103 480-401-1271 lgore@sfplanners.com