Conway Wealth Team

The Summit Team

Summit Team

The strategies developed for clients of Conway Wealth Group at Summit Financial Resources capitalize on the experience and knowledge of a diverse and highly-qualified team of professionals.
Summit’s seasoned team of specialists includes: (from left to right)

Rob Slomin

Chief Compliance Officer

Steven Weinman, CPA®


Steve Pfundstein

IT Manager

Michael Bremer

Vice President Operations

Robert Lamberti, CFA®

Vice President Investments

Joseph Rowek J.D., LL.M.

Vice President

Brian Loretti J.D., LL.M.

David A. Porro, CLU

Director of Insurance

Stan Gregor

Chief Executive Officer

Michael S. Mirone J.D., LL.M.

Noreen Johnston, CFA®

Director of Research

Mara Stempler

Chief Financial Officer

Miriam Lefkowitz

Chief Legal Officer

Sarah Rich

Director of HR

Vince J. Neuheimer

Director of Sales & Development