Senior Professional Strategy Team
through Summit Financial Resources, Inc.
Steven Weinman, CPA, MBA
Years Experience - 36
Specialization:
- Estate Strategies
- Investment Strategies
- Business Structuring
Joseph F. Rowek
J.D., LL.M.
Years Experience - 39
Specialization:
- Estate/Income Tax
- Business/Succession Planning
- Retirement/Charitable Planning
- Insurance Structuring
David Porro, CLU
Years Experience - 30
Specialization:
- Insurance Design and Implementation
- Long Term Care
- Disability Insurance
Michael S. Mirone
Years Experience - 18
Specialization:
- Estate/Income Tax
- Business Succession Planning
- Asset Protection Planning
- Business Structuring
Brian D. Loreti, J.D., LL.M.
Years Experience - 29
Specialization:
- Estate/Income Tax
- Business Tax Planning and Structuring
- Insurance Structuring
Paul T. Mascia, CLTC
Years Experience - 19
Specialization:
- Long Term Care
- Medicaid/Medicare
- Elder Care Issues
Robert Lamberti, CFA®, MBA
Years Experience - 19
Specialization:
- Investment Strategies
- Economic Analysis
- Security Analysis
- Separate Account Mgmt.
