Prizm Wealth Management
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...
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...
Cassie Saine is an Administrative Assistant at Summit Financial Solutions assisting with day to day operations as well as providing excellent client services. She has over 8 years of experience in client success management and service....
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...
Senior Client Service Specialist | SmartVestor PRO Coordinator
Isaiah is the Senior Client Service Specialist and the SmartVestor PRO Coordinator, providing his skills to ensure the company runs smoothly. He brings an attitude of joyfulness to his work and a dedicated mindset...
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 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 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...
Client Service Specialist
Kelly is a dedicated and reliable assistant with a passion for supporting financial advisors remotely from Las Vegas, Nevada. With 11 years of experience in the financial industry, she has honed her skills in providing...
OSJ Designee, Manager Advisor Support
Client Service Specialist
Michael serves as a Client Service Specialist, combining his communication skills with his outgoing personality and love for helping people...
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....
Miriam Kershaw has been with Summit Financial since August 2023. She serves as a Client Service Specialist where she can use her love for helping and serving others daily. She took classes at Mesa Community College for two years...
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 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 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...
Tyler Ferguson is a licensed Client Service Specialist at Summit Financial Solutions, where she provides support to financial advisors. She joined the team in May 2023 after working for Morgan Stanley. Tyler studied Finance and...
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...