Broker Check

9043 Perry Highway, Pittsburgh, PA 15237

412-367-3980

Our Team

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Brian Donley

Brian J. Donley, CFP® 

Managing Partner | LPL Registered Representative

412-367-3980

412-367-3989

bdonley@summitia.com

“My goal is to provide you excellent professional advice and outstanding personalized service. By delivering on this goal, it will build a long-term and trusted relationship with you and each of my clients. I expect to make a...
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Douglas Richey

Douglas J. Richey, CFP®

Managing Partner | LPL Registered Representative

412-367-3980

412-367-3989

drichey@summitia.com

“My primary objective is to bring value to my clients at every opportunity. Financial success isn’t defined by stock market returns, a job title or the car you drive. It’s defined in knowing how to pursue your goals and resting...
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Jamie Danna

Jamie Danna, CFP®, MBA

Wealth Advisor | LPL Registered Representative

412-367-3980

412-367-3989

jamie.danna@summitia.com

My goal with clients is to help you bring balance to your finances and align them with your life goals. We work together to build a financial plan and portfolios that help clients achieve their goals. We update these regularly to keep...
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Jeremy Draskovich

Jeremy Draskovich, CRC®

Wealth Advisor | LPL Registered Representative

412-367-3980

412-367-3989

jdraskovich@summitia.com

“My purpose as a wealth advisor is to find out what is important to my clients and help them pursue those goals. I want to help you protect and grow what you have so you can focus on yourself and your family. Your financial plan is...
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Kathy Juncal

Kathy Juncal

Administrative Assistant

kjuncal@summitia.com

Kathy Juncal has joined Summit Wealth Advisors in an administrative role to support the day-to-day business responsibilities. After graduating from Penn State University with a Bachelor of Science degree in Quantitative Business...
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Olivia Abbott

Practice Manager

412-367-3980

olivia.abbott@summitia.com

Olivia Abbott is our Practice Manager. She is originally from Ottawa, ON, but has been in the Pittsburgh area since her time at Geneva College. She joins us with over seven years of experience in financial services, administration,...
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Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.