Meet Our Team

Our team is here for you and they look forward to hearing from you. Learn a bit more about them here and truly, reach out. Each and every one of us is happy to connect with you.

Cindy Dolniak

Cindy Dolniak

VP Midwest Operations

(314) 590-5900

314-590-5901

Julia Waffle

Julia Waffle

VP of Pod Operations

(314) 590-5900

314-590-5901

Jake Hemphill

Jake Hemphill

Wealth Consultant

(314) 415-1700

314-590-5901

Sarah Hehmeyer

Sarah Hehmeyer

Wealth Consultant

314-590-5900

314-590-5901

Joe Henn

Joe Henn

Senior Client Investment Director

314-590-5900

314-590-5901

Curtis Shillingsford

Curtis Shillingsford

Senior Wealth Planning & Investment Director

314-590-5900

314-590-5901

Tim Mitchell

Tim Mitchell

Wealth Planning Director

(314) 590-5900

(314)590-5901

Sally Gibson

Sally Gibson

Wealth Planning Director

(314) 415-1700

(314) 590-5901

Samantha Bratcher

Samantha Bratcher

Director of First Impressions

(314) 590-5900

(314) 590-5901

Vince Semar

Vince Semar

Wealth Planning Associate

(314) 590-5900

(314) 590-5901

Summit Team

Anthony McElynn

Anthony McElynn

Chief Compliance Officer l Summit Financial

Brandon Smith

Brandon Smith

Director of Integrated Planning Group l Summit Financial

(973) 285-3600

David  Porro

David Porro, CLU®, ChFC® 

Director of Insurance l Summit Financial

(973) 285-3600

Ed Friedman

Ed Friedman

Director of Growth and Business Development l Summit Financial

James Rabasca J.D.

James Rabasca J.D.

Senior Tax Specialist l Summit Financial

(973) 285-3600

Keith Soltis

Keith Soltis

Director of Wealth Management, President, Summit Risk Management l Summit Financial

(973) 285-3600

Michael  Bremer

Michael Bremer

Chief Operations Officer l Summit Financial

(973) 285-3600

Noreen  Brown

Noreen Brown, CFA

Co-Chief Investment Officer l Summit Financial

(973) 285-3600

Steve Pfundstein

Steve Pfundstein

Chief Technology Officer l Summit Financial

(973) 285-3600

Steven Melnick

Steven Melnick,  CFA

Director of Investment Management l Summit Financial

(973) 285-3600

Tara Pizzutillo

Tara Pizzutillo

Senior Director of Operations l Summit Financial

(973) 285-3600