430 W. Warner Rd. Suite 123
Tempe, AZ 85284
Client Services Specialist
(480) 284-6554
alyssa@summitfinancialsolutions.com
Administrative Associate
425-218-2755
becky@summitfinancialsolutions.com
Prizm Wealth Management
(480) 404-9259
(480) 307-6422
billgoodman@prizmwm.com
Executive Assistant
caroline@summitfinancialsolutions.com
Client Experience Manager
480-284-6554
cassie@summitfinancialsolutions.com
Office Manager
4802846554
chloe@summitfinancialsolutions.com
Operations Manager
hannah@summitfinancialsolutions.com
Jack Patterson, CFP®
Wealth Advisor
jpatterson@summitfinancialsolutions.com
Financial Advisor
828-231-4174
828-484-4920
jay@summitfinancialsolutions.com
Joe Cooper, CFP®
jcooper@summitfinancialsolutions.com
480-878-6960
480-383-6880
dawn@summitfinancialsolutions.com
madison@summitfinancialsolutions.com
Nestor Montoya, CFP®, ChFC®
nmontoya@summitfinancialsolutions.com
Steve James
Managing Director
sjames@summitfinancialsolutions.com
Special Projects
taylor@summitfinancialsolutions.com
Wealth Manager
480-307-6422
vern@summitfinancialsolutions.com
Client Service Specialist
Zana@summitfinancialsolutions.com
