The Impact of Relationships

PROSPERITY

We are a relationship-first firm led by a team of talented, knowledgeable and values-driven professionals with decades of extensive experience committed to being “partners in your prosperity.”

When working with Vardhan, you can expect a superior experience driven by highly personal attention, tailored advice and open access to top-tier resources, tools and technologies. You will also benefit from access to Summit’s Professional Strategy Team which will be an extension of your Vardhan Wealth team to provide complete and tailored planning, strategies and wealth management to achieve your goals across every aspect of financial life.

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Monish Verma, CRPS®

Managing Partner

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Kory Frost, CFP®

Director of Planning and Strategy

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Renee Wahl

Director of Operations

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Jeane Silerio-Koots

Senior Registered Client Associate

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Steve Weinman

Chief Investment Officer
Summit Financial

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Brandon Smith

Director of Integrated Planning Group
Summit Financial

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Barbara Hawkesworth

Chief Legal Officer
Summit Financial

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Noreen Brown, MBA, CFA®

Chief Wealth Strategist
Summit Financial

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Craig Weiss

Chief Compliance Officer
Summit Financial

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Advisory Board

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Jenna Bloomgarden

Director of Marketing
Summit Financial

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Steve Pfundstein

Chief Technology Officer
Summit Financial

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Tara Pizzutillo

Director of Investment Operations
Summit Financial

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David Porro, CLU, ChFC®

Director of Insurance
Summit Financial

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Sarah Rich

Chief Administrative Officer
Summit Financial

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Steve Melnick

Associate Director of Investment Management
Summit Financial

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James Rabasca

Senior Tax Specialist
Summit Financial

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