Summit Financial's Team Approach
to Comprehensive Financial Planning
Shown above are members of Summit Financial's Senior Professional Strategy Team - from left to right shown: David A. Porro, CLU, Director of Insurance (seated); Joseph F. Rowek, JD, LL.M, Vice President for Financial Planning; Rembert D. McNeer, JD, CPA, President; Steven Weinman, CPA, MBA, APC, Chairman & Chief Investment Officer; Michael S. Mirone, JD, LL.M; Brian D. Loretti, JD, LL.M; and Robert W. Lamberti, CFA, Vice President of Investments.
What has set Summit Financial apart for 29 years is its team of strategists approach to financial planning. Clients benefit from the collective knowledge and experience of highly credentialed experts in investments, retirement, income and estate taxes, insurance, fringe benefits and other areas. The Senior Professional Strategy Team plays a key role in the design of each client's financial plan, working closely with the planners who work directly with the client.
High-net-worth individuals trust Summit Financial Resources for its broad range of expertise. We bring an entire team to the table. With a staff of 200, we have all the in-house talent needed to solve even the most complicated financial problems to ensure the success of your personal or business financial plan.
Fundamental to our approach to strategic financial planning is assembling a team of well qualified professionals who become responsible for developing, presenting and implementing a plan tailored to your personal long-term objectives. This team plus a number of support staff are involved in the analysis and design of each and every client plan. If additional expertise is necessary, the team leader, your personal Summit advisor, can draw on Summit Financial's Senior Professional Strategy Team and staff.
Our team of seasoned experts includes:
- Certified Public Accountants
- Estate and Tax Attorneys
- Certified Financial Planners
- Estate, Insurance, and Benefits Consultants
- Investment Advisers
- Portfolio Strategists
- Administrative Personnel