Brian D. Loreti, JD, LL.M

Senior Tax Specialist

Summit Financial, LLC

4 Campus Drive, 2nd Floor

Parsippany, NJ 07054

Tel: 973-285-3600

Direct LIne: 973-285-4367



  • Estate Tax and Insurance Planning
  • Individual Income Tax Planning
  • Business Tax Planning and Structuring

Business Experience

  • Associate Attorney, Law Offices Harvey R. Poe, PA
  • Tax Planning Manager, Baker Industries
  • Tax Planning Manager, The Mutual Benefit Life Insurance Company