Our Team

• Brian J. Donley, CFP^® ChSNC^™

  Managing Partner | LPL Registered Representative

  Email bdonley@summitia.com

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• Douglas J. Richey, CFP^®

  Managing Partner | LPL Registered Representative

  Email drichey@summitia.com

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• Kathy Juncal

  Administrative Assistant

  Email kjuncal@summitia.com

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• Jessica Lemon

  Client Relationship Associate

  Email jlemon@summitia.com

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