Summit Financial Resources, Inc.
Senior Professional Strategy Team

Robert W. Lamberti, CFA
Vice President of Investments

Brian D. Loreti, JD, LL.M
Senior Staff Attorney

Paul T. Mascia, CLTC, CSA
Long Term Care Consultant

Rembert D. McNeer, JD, CPA
President

Michael S. Mirone, JD, LL.M
Senior Staff Attorney

David A. Porro, CLU
Director of Insurance

Joseph F. Rowek, JD, LL.M
Vice President for Financial Planning

Steven Weinman, CPA, MBA, APC
Chairman & Chief Investment Officer

A team of experienced and caring financial professionals helping our clients
secure the future for themselves and for their families by achieving their financial goals.