Conway Wealth Team


Conway Wealth Advisory Board


We engage industry veterans for their continued expertise in delivering the best possible solutions for our clients.

Frank Araneo

Frank Araneo

Advisor

John Pappadopoulos

John Pappadopoulos

Advisor

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

Steve Weinman, MBA, CPA

Chief Investment Officer

David Porro, CLU, ChFC®

David Porro, CLU, ChFC®

Director of Insurance

Noreen Brown, MBA, CFA®

Noreen Brown, MBA, CFA®

Director of Portfolio Management

Brandon Smith, J.D.

Brandon Smith, J.D.

Director of Integrated Planning Group

Joe Rowek, J.D., LL.M.

Joe Rowek, J.D., LL.M.

Senior Tax Specialist

Frank Bardales

Frank Bardales

Financial Planner

Eric Jimenez

Eric Jimenez

Financial Planner

Steven Melnick, CFA®

Steven Melnick, CFA®

Senior Investment Analyst

Craig Amico, CFA®

Craig Amico, CFA®

Senior Investment Analyst