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 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 East Tempe Office7517 S. McClintock Dr. Suite 105Tempe, AZ 85283 East Tempe 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