UofA Team
Alyssa Paniagua
Client Services Specialist
alyssa@summitfinancialsolutions.com
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...
Caroline Cooper
Office Manager
caroline@summitfinancialsolutions.com
Cassie Saine
Client Experience Manager
cassie@summitfinancialsolutions.com
Hannah Dabbs Mendoza
Operations Manager
hannah@summitfinancialsolutions.com
Hannah Dabbs Mendoza is the Operations Manager for Summit Financial Solutions, where she oversees daily operations and works to ensure client's are receiving the best possible service. She previously worked as the Director of...
Jack Patterson, CFP®
Wealth Advisor
jpatterson@summitfinancialsolutions.com
Jay Womack, AIF®
Financial Advisor
828-484-4920
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...
Joe Cooper, CFP®
Wealth Advisor
jcooper@summitfinancialsolutions.com
Joe Cooper is a WealthAdvisor, RegisteredRepresentative of Cambridge Investment Researchand aCFP®. Joe earned his Bachelor’s of Sciencein Finance from W. P. Carey School of Business at Arizona State University. Joe currently holds the...
Nestor Montoya, CFP®, ChFC®
Wealth Advisor
(480) 307-6422
nmontoya@summitfinancialsolutions.com
Nestor Montoya has over 22 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 21 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...
Taylor James
Special Projects
taylor@summitfinancialsolutions.com
Taylor James joined the team in May 2023, she supports the office by completing special projects and general administrative tasks. Taylor is currently studying Musical Theatre at Loyola University in New Orleans. In her free time, she...
Zana Uehling
Client Service Specialist
Zana@summitfinancialsolutions.com