Summit Financial Strategies

At Summit Financial, how we do business is built on TWO key foundations—We’re a fiduciary and a fee-only firm that only has your interests in mind.

Steve Cavalieri

Chief Investment Officer and Associate Advisor at Summit Financial Strategies

Joshua Rowan

NRI Accounting Specialist at Summit Financial Strategies

John Dooley

Vice President at Summit Financial Strategies

Joe Reardon

Senior Financial Advisor at Summit Financial Strategies

Samuel Lavielle

Financial Planning Intern at Summit Financial Strategies

Kim Langer

Executive Assistant at Summit Financial Strategies

Mark Coffey

Partner and Director of Planning and Senior Financial Advisor at Summit Financial Strategies

Roman Korolchuk

Financial Advisor at Summit Financial Strategies

Hannah Fetterman

Staff Financial Advisor at Summit Financial Strategies

Nicole Dray

Staff Financial Advisor at Summit Financial Strategies

Fred Stubbs

Summit Financial Strategies

Kyle Redmond

Qualified Retirement Plan Consultant at Summit Financial Strategies