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

Client Service Specialist

(480) 284-6554

(480) 307-6422

mercy@summitfinancialsolutions.com

Chelsea Myers

Customer Service Rep

480-284-6554

480-307-6422

chelseam@summitfinancialsolutions.com

Alex Carracedo

Sattler Pension & Wealth Management

602-888-3099

alex@sattlerpension.com

Doug Sattler

Sattler Pension & Wealth Management

(602) 888-3987

doug@sattlerpension.com

Bill Goodman, CRPC®, QPFC®, MBA

Prizm Wealth Management

(480) 404-9259

(480) 307-6422

billgoodman@prizmwm.com

Hannah Dabbs Mendoza

Internship Coordinator

480-284-6554

480-307-6422

hannah@summitfinancialsolutions.com

Brently Klontz, AFC^®

Wealth Manager / Partner

(480)378-2777

(480) 401-1271

bklontz@sfplanners.com

Zach Makawi, AFC^®

Wealth Manager / Partner

(480) 378-2777

480-401-1271

zmakawi@sfplanners.com

Dana Dudley

Executive Assistant to Brently Klontz & Zachary Makawi

480-378-2777

480-401-1271

ddudley@sfplanners.com