Summitry
Cynthia Duncan
Senior Financial Advisor
David Langhals, CFP
Financial Advisor
Eric Jungling, CFP
Senior Financial Advisor
Alex Leitzes
Kurt Hoefer, CFA
Chief Strategy Officer
Gina McGhee, FPQP
Financial Advisor Assistant
Misty Martinez
Client Services Specialist
Joe Martin, FBS
Chief Client Experience Officer
Will Berg
Financial Advisor Assistant
Carissa Yen, FPQP
Associate Financial Advisor
Ken Vander Kooi, CFP
Senior Financial Advisor
Brandy Savage
Principal