Summit Financial Resources Inc.
Professional Staff

Andrew Weinstein
Financial Plan Design

Shant Tashjian
Financial Plan Design

Ted Cheesman
Financial Plan Design

Brian Peck
Financial Plan Design

Frank Bardales
Financial Plan Design

Kevin Burns
Investment Plan Design

Richard Carrier
Investment Plan Design

Paul T. Mascia, CLTC, CSA
Long Term Care Design

 

 

A team of caring professionals helping our clients secure the future for themselves and their families by achieving their financial objectives.


Pictured from left to right. Shant Tashjian, Ted Cheesman, Brian Peck, Frank Bardales, Kevin Burns, Richard Carrier and Paul Mascia.

 
 

 

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