Eric Mangold, CWS Founder, Wealth Manager
Barbara Hawkesworth
Chief Legal Officer - Summit Financial
David Porro, CLU, ChFC®
Director of Insurance - Summit Financial
James Rabasca
Senior Tax Specialist - Summit Financial
Noreen Brown, MBA, CFA®
Co-Chief Investment Officer
Sarah Rich
Chief Administrative Officer - Summit Financial
Steve Pfundstein
Chief Technology Officer - Summit Financial
Steve Melnick
Associate Director of Investment Management - Summit Financial
Tara Pizzutillo
Director of Investment Operations - Summit Financial
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.