Our Team
How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Kristopher Flammang, CRPC®, AIF®
Co-Founder & Financial Advisor
Steven Weinman, CPA, Summit Financial
President & Director of Investments
Noreen Brown, CFA, Summit Financial
Co-Chief Investment Officer
Steven Melnick, CFA, Summit Financial
Deputy Chief Investment Officer
Brandon Smith, J.D. , Summit Financial
Director of Integrated Planning Group
James Rabasca, J.D. , Summit Financial
Senior Tax Specialist
David Porro, CLU, ChFC, Summit Financial
Director of Insurance
Keith Soltis, Summit Financial
Co-General Agent, Managing Director