Our Team

About Summit Financial Solutions

Summit Financial Solutions works to provide families with multigenerational wealth management services. We pride themselves on providing advice that is truly client-first and have structured their practice to ensure they can help clients without a big bank agenda being pushed by a manager. Together, we bring the knowledge and the tools to provide creative and personalized investment strategy and management. 

Welcome to the Office 

Take a quick tour of our East Tempe office. Here you will meet two of our Financial Professionals and their amazing administrative team.

Regardless of which location you visit, you will experience a welcoming environment, filled with experienced Advisors. We want you to feel both comfortable and confident in your investments and in us.