About Us
What We Do
A Partner On Your Life Journey
We are a specialized succession and planning firm, exclusively serving owners of highly successful closely held businesses. Our tailored client experience delivers a clear, bespoke action plan, crafted from decades of understanding the unique dynamics private business owners face. As your advocate, we pride ourselves on the personalized service and accessibility that only a boutique firm can offer.
Our approach is simple yet effective: conduct a comprehensive, unbiased review of your current plan and provide actionable alternatives that meet your objectives. This process, known as Keep * Sell * Grow, represents potential paths for your business, and we are here to guide you along the chosen path, ensuring it aligns with your goals and enhances your legacy.
Noreen Brown, MBA, CFA®
Co-Chief Investment Officer - Summit Financial
Brandon Smith
Director of Integrated Planning Group - Summit Financial
Steve Melnick
Director of Investment Management - Summit Financial
James Rabasca
Senior Tax Specialist - Summit Financial
Ed Friedman
Director of Growth and Business Development - Summit Financial
Bette Falcone
Vice-President, Client Services
Nicholas Farro
Investment Analyst - Summit Financial
Natassia Najman
Senior Planning Specialist - Summit Financial
About Us
Summit Financial
We are a proud part of Summit Financial, LLC, one of the leading independent financial planning firms in the country. This association means we act as a fiduciary, always putting your best interests first. As your personal advisor, we have the freedom to choose from a wide range of investment and insurance solutions, ensuring we select those that best meet your needs. This independence enables us to offer conflict-free advice, backed by top-tier solutions from across the industry.