LeRoy Wealth Management

Founder of LeRoy Wealth Management Group, a Certified Financial Planner™ and a Principal at Summit Financial Resources, Inc. with over twenty years experience in structuring comprehensive wealth solutions for high net-worth individuals and families. John’s clients include CEO’s and Executives, Senior Wall Street Professionals, Closely-held Private Business Owners, Entrepreneurs and Physicians. Over the years of working with John, they have come to rely on his expertise to help navigate the challenging financial landscape.

John is a distinguished alumnus of Lehigh University and is a Certified Financial Planner™, Series 7 Licensed, Series 63 Licensed and Life & Health Insurance Licensed. Currently, John is on the Board of Directors of the Executives Association of New Jersey (EANJ).

He is involved in his community and enjoys spending time with his wife and three children.

A Registered Investment Advisor specializing in Investment and Estate Planning. He is also an Insurance Specialist and is adept at navigating the insurance industry. Brian has been in the financial services industry for over fourteen years and he focuses on comprehensive planning for high-net-worth individuals. Brian came to Summit Financial Resources over seven years ago and joined the LeRoy Wealth Management Group five years ago.

Brian served four years in the United States Marine Corp. and is Series 7 Licensed, Series 63 Licensed and Life & Health Insurance Licensed.

Brian grew up in Pennsylvania but has resided in New Jersey for the past five years. He is an avid sports enthusiast and personally enjoys golf and snowboarding.

Executive Administrative Assistant with over ten years experience in the financial services industry. Karen joined John’s team in 2002 and provides world class service to our valued clients. She specializes in the implementation of risk management and equities strategies.

Karen earned a BA from Fairleigh Dickenson University and previously worked at AG Edwards and D L J Direct.

Administrative Assistant with over twenty years experience in the financial services industry. Maureen joined John’s team in 2008 and provides support to John and Brian along with providing excellent service and support to all our clients. Maureen spent over ten years at JP Morgan and eight years in international banking. Before joining JP Morgan, she worked for five years with Crum & Foster Insurance.

Research and Marketing Strategist on the LeRoy team for over five years. Jennifer researches and provides information to the team regarding prospective clients. She consistently monitors trends and researches the needs of potential clients. She assists the team by addressing the needs of clients such as CEO’s and Executives, Senior Wall Street Professionals, Closely-held Private Business Owners, Entrepreneurs and Physicians.