The Summit Team
The strategies developed for clients of Conway Wealth Group capitalize on the experience and knowledge of a diverse and highly-qualified team of professionals at Summit Financial, LLC.

Steve Weinman, MBA, CPA
Chief Investment Officer

David Porro, CLU, ChFC®
Director of Insurance

Noreen Brown, MBA, CFA®
Director of Portfolio Management

Brandon Smith, J.D.
Director of Integrated Planning Group

Joe Rowek, J.D., LL.M.
Senior Tax Specialist

Frank Bardales
Financial Planner

Eric Jimenez
Financial Planner

Steven Melnick, CFA®
Senior Investment Analyst

Craig Amico, CFA®
Senior Investment Analyst