Broker Check

UofA Team

Amelia James

Administrative Assistant

(480) 284-6554

(480) 307-6422

amelia@summitfinancialsolutions.com

Amelia James began her career as a Financial Advisor in 2000 after graduating from Arizona State University with a degree in Communication. She is currently focused on Retirement Planning and Investment management for public school...

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Bill Goodman, CRPC®, QPFC®, MBA

Prizm Wealth Management

(480) 404-9259

(480) 307-6422

billgoodman@prizmwm.com

Bill Goodman has been in the financial industry for over a decade. He earned a Bachelor of Arts degree in International Studies from University of Richmond, Virginia, and an Executive Master of Business Administration from Golden Gate...

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Brently Klontz, CFP®, AFC®

Wealth Manager/Partner

480-378-2777

info@sfplanners.com

Click Here to Schedule an Appointment Brently J. Klontz is a Partner and CERTIFIED FINANCIAL PLANNER™ at Summit Financial Solutions and manages the east Tempe location. He specializes in comprehensive financial planning. He...

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Isaiah Carter

Senior Client Service Specialist

480-378-2777

(480) 401-1271

info@sfplanners.com

Isaiah Carter has been at Summit Financial since July 2022.He serves as a Client Service Specialist, providing his skills in making sure the company runs smoothly and efficiently. Everything from paperwork to client information. He...

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Jay Womack, AIF®

Financial Advisor

828-231-4174

jay@summitfinancialsolutions.com

Jay holds a BS from Samford University and a ThM from Dallas Theological Seminary. Prior to becoming a financial advisor for the last 13 years, he was an instructor at Montreat University. He has been a recipient of the “Top 40...

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Jessi Summers

Office/Operations Manager

480-378-2777

(480) 401-1271

info@sfplanners.com

Jessi is a certified Lean Six Sigma Green Belt and is currently working towards mastering the Black Belt. This allows her to make sure the office stays focused on the voice of the client in the most efficient way possible.

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Joe Cooper

Wealth Manager

(480) 284-6554

jcooper@summitfinancialsolutions.com

Joe Cooper is a wealth manager and registered representative of Cambridge Investment Research. Since joining Summit Financial Solutions, Joe has built and committed his practice around assisting employees of the public education system...

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Lucy Gore

Client Service Specialist

480-378-2777

480-401-1271

info@sfplanners.com

Lucy is all about the details, she is great when it comes to client paperwork and the onboarding process.

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Melissa Tapken

OSJ Designee, Manager Advisor Support

Melissa joined Przewlocki James, Inc. in April, 2010 as an OSJ Designee/Manager Advisor Services. She provides supervisory supports for the branch and is an advocate for our advisors. Her previous experience focused on broker dealer...
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Mercy Martinez

Operations Manager

(480) 284-6554

(480) 307-6422

mercy@summitfinancialsolutions.com

Mercy Martinez initially studied business at Kellogg Community College, in her home state of Michigan. After moving to Arizona in 2010, she resumed her studies and earned an Associate Degree in Business & Arts from Chandler-Gilbert...

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Mike Pananos, AAMS®

Financial Advisor

(480) 277-7761

mpananos@summitfinancialsolutions.com

Mike Pananos has over 27 years experience in the financial services industry. He earned his Bachelor of Arts degree in Psychology from Assumption College in Worcestor, Massachusetts. Mike has the following registrations: 6, 7 and 66....

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Nestor Montoya, CFP®, ChFC®

Wealth Manager

(480) 284-6554

(480) 307-6422

nmontoya@summitfinancialsolutions.com

Nestor Montoya has over 17 years experience in the financial services industry. He earned his Bachelor of Arts degree in Business with a concentration in Finance and a minor in Economics at the University of New Mexico. Nestor has the...

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Steve James

Managing Director

(480) 284-6554

(480) 307-6422

sjames@summitfinancialsolutions.com

Steve James has over 17 years of experience in the financial services field industry. He earned his undergraduate degree from Arizona State University in Tempe, Arizona. Steve is a Registered Principal of Cambridge Investment Research...

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Zach Makawi, CFP®, AFC®

Wealth Manager/Partner

480-378-2777

info@sfplanners.com

Zachary Makawi is a Partner and Wealth Manager at Summit Financial Solutions. He finds satisfaction in client-facing meetings where he learns peoples’ stories. He knows that listening is vital for providing personalized advice to...

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