The Power of Planning

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What We Do

Planning is a process that begins with a desired goal in mind. At LeRoy Wealth Management Group, we strive to help you through this process by coordinating your goals with the complex pieces of your financial life that surround them. To ensure your success, we not only provide you with a customized financial plan, we see it through to implementation. Our relationship will empower you to focus on the things you value most, while knowing your financial future is secure.

Our ExpertiseRetirement PlanningBusiness Continuity PlanningFringe Benefit PlanningInsurance PlanningInvestment PlanningIncome Tax PlanningCollege Funding PlanningEstate Planning
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Who We Are

Today Summit Financial, LLC is one of the preeminent
independent financial planning firms in the country.

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Our Team
John J. LeRoy, CFP(R)
Founder
Nick Villano
Director of Operations
Karen O’Brien
Executive Administrative Assistant
Summit® Senior Management and Professional Strategy Team
Stan Gregor
Chief Executive Officer
Craig Weiss
Chief Compliance Officer
Noreen Brown, MBA, CFA®
Director of Portfolio Management
Brandon Smith, J.D.
Director of Integrated Planning Group
Steven Weinman, CPA®, MBA
President and Chief Investment Officer
Michael Bremer
Chief Operations Officer
Steve Melnick, CFA®
Senior Investment Analyst
Joseph F. Rowek, JD, LL.M
Senior Tax Specialist
Mara Stempler
Chief Financial Officer
Steve Pfundstein
Director of Information Technology
Craig Amico, CFA®
Senior Investment Analyst
Brian D. Loretti, JD, LL.M
Senior Tax Specialist
Barbara Hawkesworth
Chief Legal Officer
Sarah Rich
Director of Human Resources
David Porro, CLU, ChFC®
Director of Insurance

“Someone is sitting in the shade today because someone planted a tree a long time ago.”

Warren Buffett

“Most people don’t plan to fail, they fail to plan.”

John L. Beckley

“Hope is not a strategy.”

Vince Lombardi
LeRoy Wealth Management Group
4 Campus Drive
Parsippany, New Jersey 07054

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