John Hannah CFP®, CPA/PFS
John is a licensed Certified Financial Planner® (CFP®) and a CPA (although he no longer practices public accounting). John spent a decade in public accounting during the 1990’s, working with individuals and business owners. While specializing in personal taxation, he found that many of his clients sought financial planning advice from a trusted source. John became licensed as a Certified Financial Planner® in 1998 and started his own financial planning firm shortly thereafter. His strong background in personal taxation is an excellent complement to his knowledge of investments, insurance, and estate planning.
John is an avid foodie and wine collector, often making fine dining recommendations and sharing recipes with his clients.
Justin Skidmore CFP®, CHFC®
Justin is an Associate Director of Financial Planning with Summit Financial Services, Inc and has extensive experience reviewing and refining financial plans. He also assists in creating investment portfolios and performs extensive investment analysis with Morningstar’s professional software among other resources.
Justin received his Bachelor of Science degree from Dowling College. He is a CFP® professional, completing the Certified Financial Planner program at Hofstra University. He is also a Chartered Financial Consultant, completing the ChFC® program at The American College.
Outside of the office you can find Justin on the golf course or exchanging rallies on the tennis court.
Nancy Sidor
Nancy has been with Summit since 2012 and is the Manager of Client Services. She is a graduate of Baruch College. She previously worked as an executive manager in Kmart as well as various publishing and exporting companies. Nancy is a New York State certified notary.
Patricia Reilly
Patricia (Trich) is a client service specialist at Summit Financial Services and joined our firm in 2019. She has twenty years of experience in financial services, working directly with clients and worked with us at our previous broker-dealer for many years.
