UofA Team
Amelia James
Administrative Assistant
(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...
Bill Goodman, CRPC®, QPFC®, MBA
Prizm Wealth Management
(480) 307-6422
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...
Brently Klontz, CFP®, AFC®
Wealth Manager/Partner
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...
Isaiah Carter
Senior Client Service Specialist
(480) 401-1271
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...
Jay Womack, AIF®
Financial Advisor
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...
Jessi Summers
Operations Manager
(480) 401-1271
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.
Joe Cooper
Wealth Manager
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...
Melissa Tapken
OSJ Designee, Manager Advisor Support
Mercy Martinez
Operations Manager
(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...
Michael Hoxworth
Client Service Specialist
(480) 401-1271
Michael Hoxworth has been with Summit Financial since January 2023.He serves as a Client Service Specialist which combines his communication skills with his outgoing personality and love for helping people. Michael is studying finance...
Mike Pananos, AAMS®
Financial Advisor
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....
Minda Martinez
Client Service Specialist
minda@summitfinancialsolutions.com
Nestor Montoya, CFP®, ChFC®
Wealth Manager
(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...
Steve James
Managing Director
(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...
Zach Makawi, CFP®, AFC®
Wealth Manager/Partner
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...