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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. 

South Tempe Office

East Tempe Office

Gilbert Office

North Carolina Office