Summit Financial Resources, Inc.

Just click on any name to find out more about our highly qualified financial planners.

Michael Aloi
Frank Araneo *
Carmen Armenti *
Robert Armstrong
Michele S. Babakian
Brian Barthold
Lawrence M. Bell *
Christian Bonnesen
Michael Caputo
David Chepauskas *
Michael Conway *
Kenneth Durfee *
Gregory Esposito
Keith Fahrman
David Fischbach *
Brad Gano
Anthony Granato
John M. Gregory
Donald Gross
William B. Gundrum
Gary Hager
Nicholas Houmis
Robert L. Iola, Jr.
Gregory Jandoli *
Wally Jandoli
Stuart Lantz
Benjamin Lechtman
John LeRoy
Steven W. Lieberman *
Victor D. Maccagnan
Michael MacDougal
Paul Mascia
Herb Millman

*=Principal

Richard B. Millus
Andrew Moss
Vincent Neuman
Brian A. Nolan
William O'Brien
Mark O'Leary
Gerald Olsen
Peter O'Neill
Andrea Orlando
Alex Panas
John Pappadopoulos *
Vincent A. Parisi
Ronald Praught
Bruce L. Resnik
Kevin Rex*
George Rioseco
Eric K. Rosenberger
Karl W. Rosenberger
Salvadore R. Salvo *
Richard Samara
Lawrence D. Schuffman
Louis T. Scipione
Daniel C. Singer
Martin L. Singer *
Brian Snerson
Joseph W. Spada *
Madelyn C. Spada
Christopher Stappas
Thomas Stappas
Jeffrey Susskind
Frank Vanore *
David Xi

David Guangren Xi, MBA

Summit Financial Resources, Inc.
4 Campus Drive, 2nd Floor
Parsippany, NJ 07054
Tel: 973-285-3600 Direct Line: 973-285-3606
dxi@sfr1.com

Specialization:
• Comprehensive Financial Planning
• Investment Management
• Estate, Retirement, and Insurance Planning

Business Experience:
• Dun & Bradstreet Corporation - Senior Technology
Consultant
• American Express Financial Advisors - Personal
Financial Advisor

Personal:
Married with two children. MIT Club of Princeton, MIT Club of NY, MIT Club of Northern NJ, MIT Sloan Club of NY