Broker Check

meet the team

Barbara Hawkesworth

Barbara Hawkesworth

Chief Legal Officer - Summit Financial

David Porro

David Porro, CLU, ChFC®

Director of Insurance - Summit Financial

James Rabasca

James Rabasca

Senior Tax Specialist - Summit Financial

Jenna Bloomgarden

Jenna Bloomgarden

Director of Marketing - Summit Financial

Noreen Brown

Noreen Brown, MBA, CFA®

Co-Chief Investment Officer

Sarah Rich

Sarah Rich

Chief Administrative Officer - Summit Financial

Steve Pfundstein

Steve Pfundstein

Chief Technology Officer - Summit Financial

Steve Melnick

Steve Melnick

Associate Director of Investment Management - Summit Financial

Tara Pizzutillo

Tara Pizzutillo

Director of Investment Operations - Summit Financial

Client Centered

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.