Alexander S. Pasquale, President
Investment Adviser Representative, Independent Agent
[email protected]
Managing Partner of Everest Consultants, LLC. Al provides investment advice and product recommendations to individual, business, and ERISA clients. He recommends and sells life insurance and fixed annuity products.
Anita P. Lombardi, Member, AIF®
Investment Adviser Representative, Independent Agent
[email protected]
Minority owner of Everest Consultants, LLC. Anita provides investment advice and products to individual, business and ERISA clients. She recommends and sells life insurance and fixed annuity products.
Nathaniel Gavitt, Member, AIF®, C(k)P®
Investment Adviser Representative Independent Agent
[email protected]
Minority owner of Everest Consultants, LLC. Nate provides investment advisory services to individuals, business, specializing in ERISA clientele. He recommends and sells life insurance and fixed annuity products.
Lisa Devereaux
Operations Manager
[email protected]
Operation and back office support focuses on systems and services for wealth management clientele.
Barbara Hawkesworth, J.D.
Chief Legal Officer
Summit Financial
(973) 285-3600
[email protected]
Brandon Smith
Director of Integrated Planning Group
Summit Financial
(973) 285-3600
[email protected]
James Rabasca J.D.
Senior Tax Specialist
Summit Financial
(973) 285-3600
[email protected]
Noreen Brown, CFACo-Chief Investment Officer
Summit Financial
(973) 285-3600
[email protected]
Steven Melnick, CFA
Director of Investment Management
Summit Financial
(973) 285-3600
[email protected]
