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sum·mit


The highest point of attainment or aspiration:

The sum of one's desired goals.

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What you leave behind is not what is engraved in stone monuments, but what is woven into the lives of others.

- PERICLES



THE TEAM

Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. 

Neil Elmouchi, CLU, ChFC, AIF Photo
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Neil Elmouchi, CLU, ChFC, AIF

Partner, Co-CEO, Wealth Advisor

Neil Elmouchi, CLU, ChFC, AIF

PARTNER/CO-CEO/Wealth Advisor

California Insurance License #0565975

Neil Elmouchi, believes that, life is not a dress rehearsal, you either get it right the first time or you don’t. Which is one of the reasons he founded Summit Financial Consultants in order to help his clients better understand the convoluted world of personal finance while creating processes to help them pursue their desired retirement objectives.

Neil has more than 30 years’ experience in the financial services industry and established Summit Financial in 1985, a Register Investment Advisory corporation. He serves as  Partner, CO-CEO and Wealth Manager. Neil is a Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Accredited Investment Fiduciary (AIF). He currently holds the Series 24,31,7, and 63 securities registrations. He is also a Registered Principal of, and securities offered through, Triad Advisors LLC. - Member FINRA/SIPC.

Neil and his wife, Martha, have two children and five adorable grandchildren. Away from work, Neil enjoys playing golf, Krav Maga, a form of martial arts, hiking and traveling with his wife.



BrokerCheck

Securities offered through Triad Advisors, LLC - Member FINRA/SIPC. Advisory Services offered through Summit Financial Consultants, Inc. a Registered Investment Advisor. Triad Advisors, LLC is under separate ownership from any other named entity.



Kimberly Lau Photo
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Kimberly Lau

Partner\Co-CEO

Kimberly Lau

Partner/Co-CEO  

California Insurance License #OE35332


 

As  Partner and Co-CEO, Kimberly develops and leads the implementation of the business vision and strategy for the firm to support the achievement of business growth aspirations. Kim takes a leadership role and  oversees the design, enhancement, implementation and reporting of the firm’s financials, marketing efforts, operations, human resources and compliance. Kimberly also collaborates with strategic partners and centers of influence in order to help shape and guide the future growth and development of the organization.

Prior to joining Summit Financial almost 20 years ago, Kim gained valuable experience working as manager of publicity & promotions for New Line Home Entertainment. Kim has always had a sense of wanting to make a difference which is why the team at Summit's goals is to incorporate charitable initiatives into their mission statement.  Kim received her bachelor's degree in marketing from the University of California, Irvine in 1996 and also holds the FINRA Series 6 & 63 securities registrations through Triad Advisors LLC., as well as a California Insurance License.

Kim currently resides in Thousand Oaks, CA with her husband Jason and two adorable sons.



BrokerCheck

BrokerCheckSecurities offered through Triad Advisors, LLC - MemberFINRA/SIPC. Advisory Services offered through Summit Financial Consultants, Inc. a Registered Investment Advisor. Triad Advisors, LLC is under separate ownership from any other named entity.


Cody Klein Photo
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Cody Klein

Partner\Wealth Advisor

Cody Klein

Wealth Advisor

California Insurance License #0M06724

Cody is an essential member of the Wealth Management Team at Summit. He uses his exceptional analytical and technical skills to thoroughly evaluate wealth planning options for clients and enjoys collaborating with the team to determine the best course of action. Cody is a dynamic speaker and readily shares his passion and insights about financial markets with clients.

He graduated Magna Cum Laude from California State University, Northridge with a bachelor's degree in business and finance. He currently holds the FINRA Series 7 & 66 securities registrations through Triad Advisors, as well as a California Insurance License.

Cody and his wife, Sophie, enjoy eating their way through the Los Angeles food scene. Cody played Division 1 collegiate baseball at Southern Utah University, and still enjoys playing recreationally in his spare time.



BrokerCheck

Securities offered through Triad Advisors, LLC - MemberFINRA/SIPC. Advisory Services offered through Summit Financial Consultants, Inc. a Registered Investment Advisor. Triad Advisors, LLC is under separate ownership from any other named entity.

Tim Milaney Photo
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Tim Milaney

Wealth Advisor

Tim Milaney

WEALTH ADVISOR

California Insurance License # 0431866

As a 30 year veteran in the financial field, Tim is dedicated to offering the best financial options for his clients. Tim started his career in the insurance business and believes strongly that, along with investing wisely, it is also important to protect oneself from those events that can derail a good investment plan, death, disability and long term care. Providing a safety net has proven vital to a number of his clients over his long career and has allowed his clients and their families to achieve their financial goals, even in the face of tragic occurrences.

Tim graduated from California State University at Los Angeles before doing his duty in the United States Army. Since then, Tim has been on several insurance company producer boards and is currently on the board of directors of the Boys and Girls Club of Conejo Valley. He currently holds Series 7, 6, 22, 63 and 31 registrations through Triad Advisors LLC.

He and his wife Judith have four children and three grandchildren. Away from work, Tim is an avid golfer and considers physical fitness as a way of life.

BrokerCheck


Securities offered through Triad Advisors, LLC - MemberFINRA/SIPC. Advisory Services offered through Summit Financial Consultants, Inc. a Registered Investment Advisor. Triad Advisors, LLC is under separate ownership from any other named entity.

Vida Jatulis Photo
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Vida Jatulis

WEALTH ADVISOR

Vida Jatulis

SENIOR WEALTH manager

Vida has been an integral part of Summit’s Wealth Management Process since she joined the firm in August 2013. She earned Bachelor's and Master’s Degrees in investments and has experience in financial planning, pension consulting, portfolio management and banking.  Recently, Vida earned a Certificate in Financial Planning from UCLA.

She uses her sharp analytical skills and investment experience, to work closely with the Summit team and clients to create financial plans, monitor and review client accounts, and work on client requests. Vida enjoys helping clients get answers to their questions and makes developing client relationships a priority.

Away from work, Vida is very active with her husband Darius and two sons Marius and Romas. They all enjoy downhill skiing, traveling, hiking, tennis, kayaking, and surfing. She also is a volunteer ambassador for a nonprofit that provides shelter, healthcare and education to families and orphans in Tanzania, Africa.





Christy Quintero Photo
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Christy Quintero

Director of Client Relations/Wealth Manager

Christy Quintero

DIRECTOR OF CLIENT RELATIONS\WEALTH MANAGER

Christy Quintero is the key figure in coordinating all customer service, account processing, and office management matters.

By maintaining efficient office-wide processes and best-practice methods regarding all client services and relations, Christy gives our clients financial confidence, ensuring that all regulatory and ethical standards are constantly met throughout the handling of their accounts. Prior to her ten years at Summit Financial Consultants, Christy completed a one year internship for an RIA compliance firm, which gave her resources to meet the high expectations of managing client services for Summit Financial.

Christy obtained her bachelor's degree in management with a finance emphasis in 2008 from California Lutheran University. Away from the office, Christy enjoys the outdoors and spending time with her husband Waldo and their two beautiful children.




Angela Dowling Photo
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Angela Dowling

Chief Compliance Officer/Human Resources Manager

Angela Dowling

CHIEF COMPLIANCE OFFICER/HUMAN RESOURCES MANAGER

Angela’s primary goal is to maintain a culture of compliance at Summit Financial.  She manages the internal processes that ensure our compliance with laws, regulations, company policies, and contracts.

Prior to joining the Summit team in 2016, Angela worked for a Registered Investment Advisor where she specialized in client services, data management, and portfolio reconciliation. She also spent 10 years as a Paralegal for a family law firm and for the Army National Guard.

Angela stays involved in the local community as a member of the CVUSD Measure I Citizens’ Bond Oversight Committee.  She and her family enjoy traveling, hiking, cooking, and live music.  
Max Henry Campos Photo
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Max Henry Campos

Insurance Advisor

Max Henry Campos

INSURANCE ADVISOR

Max Henry Campos has been part of the Summit team since 2015. As an insurance advisor, Max focuses on helping clients address and plan for potential obstacles to ensure clients can meet their goals for the future. Max is licensed in the state of California for Life, Accident, Health, Group Medical and Disability Insurance and is continuing to expand on his credentials in his spare time.

Max resides in Woodland Hills where he enjoys spending time with his family, building websites, and fine tuning his culinary skills in the kitchen.



Diana Woolley Photo
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Diana Woolley

Director of First Impressions

Diana Woolley

DIRECTOR OF FIRST IMPRESSIONS

Diana brings to Summit Financial her positive energy and commitment to building successful working relationships.

Diana graduated from the University of Oregon with a B.S. in Business. For many years, she provided marketing services in architectural and engineering firms benefiting the government sector and commercial and health care sectors. Prior to joining Summit, Diana was involved in member services at a country club for several years. Regardless of the industry, Diana’s priority is to consistently contribute to exceptional client experiences and communications.

She has raised four fine young men and enjoys sports, travel, reading, philanthropic activities as well as cooking and entertaining with family and friends.

Check the background of this firm on FINRA’s BrokerCheck.