Senior Management and Professional Strategy Team

through Summit Financial Resources, Inc.

Shown above are members of Summit Financial’s Senior Management and Professional Strategy Team – from left to right shown:
David A. Porro, CLU, Director of Insurance; Robert W. Lamberti, CFA®, Vice President and Co-Chief Investment Officer; Miriam Lefkowitz, JD, Chief Legal Officer; Joseph F. Rowek, JD, LL.M, Vice President of Financial Planning; Mara Stempler, Chief Financial Officer; Michael Bremer, Vice President of Operations; Noreen Johnston, CFA®, Director of Research; Brian D. Loretti, JD, LL.M, Tax Specialist; Steven Weinman, CPA® , MBA, Chairman and President; Michael S. Mirone, JD, LL.M, Tax Specialist.