Experienced Team

Embrace 40 Years of Knowledge

We are a dedicated team committed to utilizing our decades
of collective experience and knowledge to navigate changing
market cycles while allowing us to protect, grow and manage
your money.

Experienced Team

Daniel P. Murphy, CFP^®

Founding Partner,
Chief Investment Officer

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Patrick Patin, CFA

Partner, Portfolio Manager

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Carla Stamps

Wealth Relationship Manager

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Anne Nordloh

Wealth Relationship Manager

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Melissa Hauer

Director of Client Experience

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Brandon Smith

Director of Integrated Planning Group
Summit Financial

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Noreen Brown, MBA, CFA^®

Deputy Chief Investment Officer
Summit Financial

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Jenna Bloomgarden

Director of Marketing
Summit Financial

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David Porro, CLU, ChFC^®

Director of Insurance
Summit Financial

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Tara Pizzutillo

Director of Investment Operations
Summit Financial

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Steve MeInick

Director of Investment Management
Summit Financial

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Sarah Rich

Chief Administrative Officer
Summit Financial

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Steve Pfundstein

Chief Technology Officer
Summit Financial

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Barbara Hawkesworth

Chief Legal Officer
Summit Financial

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James Rabasca

Senior Tax Specialist
Summit Financial

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Farmington Hills, MI Office

27555 Executive Drive, Suite 190 Farmington Hills, MI 48331-3550

(248) 479-4811

Sarasota, FL Office

8470 Enterprise Circle
Lakewood Ranch, FL 34202

(941) 200-0455

Experienced Team