Summit Financial Resources, Inc.

Just click on any name to find out more about our individual principals.

Frank Araneo
Carmen Armenti
Lawrence M. Bell
David R. Chepauskas
Michael W. Conway*
Kenneth D. Durfee
David Fischbach
Gregory Jandoli
Steven W. Lieberman
Rembert D. McNeer*
John Pappadopoulos*
Kevin P. Rex
Salvadore R. Salvo*
Martin L. Singer
Joseph W. Spada*
Frederick R. Stubbs
Frank L. Vanore
Steven Weinman*

*=Board of Directors

Kenneth D. Durfee, CFP®

Summit Financial Resources, Inc.
4 Campus Drive, 2nd Floor,
Parsippany, NJ 07054
Tel: 973-285-3600 Direct Line: 973-285-3607
kdurfee@sfr1.com

Education:
• Kings College, Wilkes-Barre, PA, BS Business
• College for Financial Planning, Certified Financial
Planner

Specialization:
• Diversified Comprehensive Financial Planning
• Sophisticated High Net-Worth Planning
• Detailed Retirement Planning
• Investment Management
• Estate Planning

Business Experience:
• Principal and Managing Consultant, Summit Financial
Resources, Inc.
• Northwestern Mutual, Princeton, NJ
• Prudential Securities, Princeton, NJ

Personal:
More than 16 years of experience specializing in solving problems and maximizing opportunities for high net worth families; Co-Founder of the PharmaExecutive Wealth Advisory Group (division of summit Financial Resources, Inc.) - created to provide financial strategies for pharmaceutical executives. Recently published book: Living & Learning - Achieve Retirement and Education Security; extensive client list including Wall Street and corporate executives and business owners; created seminars focusing on Retirement Income Preservation Strategies - providing specialized solutions for retirees; member of FPA - Financial Planning Association; well-integrated support staff including plan design coordinators and marketing specialist; numerous clients both domestically and within the international community. Ken and his wife live in central New Jersey and are the parents of three children.