SUMMIT FINANCIAL CONSULTANTS, INC. of WESTLAKE VILLAGE, CA is an SEC-registered investment adviser (CRD 134192). Regulatory assets under management: $264.5M.
| Name | Role | Location |
|---|---|---|
| SORENSEN JEFFERY M INITIAL ONLY | PRESIDENT AND SENIOR WEALTH ADVISOR | — |
| ELMOUCHI NEIL ERIC | CEO, CHAIRMAN, SENIOR WEALTH ADVISOR & CHIEF COMPLIANCE OFFICER; PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| LAU KIMBERLY ALLISON | CHIEF OPERATING OFFICER | — |
| Dowling Angela Marie | CHIEF COMPLAINCE OFFICER | — |
| KLEIN CODY MATTHEW | SENIOR WEALTH ADVISOR; WEALTH ADVISOR | — |