Summit Financial Resources, Inc.
4 Campus Drive, 2nd Floor
Parsippany, NJ 07054
Tel: 973-285-3600
Direct LIne: 973-285-4367
bloreti@sfr1.com

Brian D. Loreti, JD, LL.M

Specialization:
• Estate Tax and Insurance Planning
• Individual Income Tax Planning
• Business Tax Planning and Structuring

Business Experience:
• Associate Attorney, Law Offices Harvey R. Poe, PA
• Tax Planning Manager, Baker Industries
• Tax Planning Manager, The Mutual Benefit
   Life Insurance Company