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

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