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
Robert Slomin, JD
Chief Compliance Officer
Robert W. Lamberti, CFA®
Vice President and Co-Chief Investment Officer
Stan Gregor
President and Chief Executive Officer
Miriam Lefkowitz, JD
Chief Legal Officer
Steven Weinman, CPA®, MBA
Chairman
Joseph F. Rowek, JD, LL.M
Vice President of Financial Planning
Michael S. Mirone, JD, LL.M
Tax Specialist
Sarah Rich
Director of Human Resources
Stephen Pfundstein
Director of Information
Brian D. Loretti, JD, LL.M
Tax Specialist
Noreen Johnston, CFA®
Director of Research
Vincent J. Nauheimer
Director of Sales & Development.
Michael Bremer
Vice President and Chief
David A. Porro, CLU
Director of Insurance
Mara Stempler
Chief Financial Officer

“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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