For over 17 years, Tom has committed himself to creating a financial firm capable of providing clients with the most comprehensive and professional financial services available. Specializing in planning for individuals, his expertise in highly technical financial planning, portfolio management, and estate planning strategies has helped him build trusted and lasting relationships with his clients. Tom understands “What is most important to you must be most important to us.” This focused outlook allows us, our staff, and extended team to deliver strategies so that you can be confident these important issues have been planned for.
Tom obtained a degree from Florida State University and holds the CERTIFIED FINANCIAL PLANNER™ professional designation. He also received the Wharton Certificate in Retirement Planning from the University of Pennsylvania. He is a recognized leader in the financial services industry, having received numerous honors and awards. Prior to creating this firm, Tom's career included working as a CPA with a major accounting firm and as a Financial Executive in the Real Estate Development and Construction industry.
Tom and his wife, Susan, live in Carrollton, Texas and have three grown children. In his spare time he loves spending time with his family and friends and following his passion for golf.
Nasmi has been working as a financial consultant for more than 14 years. Seven years ago Nasmi partnered with Tom to create SummitWealth Partners. Since then, he has helped build SummitWealth Partners into a successful and reputable firm that clients can depend on. Nasmi works closely with SummitWealth Partners' increasing roster of corporate and private clients, maintaining a focus on their Wealth Management and Retirement Plans. Nasmi aims to provide support and guidance to clients in a constantly changing and challenging environment. With this kind of focus he can prioritize our clients' goals and offer suitable strategies that can lead to their long term success.
Nasmi graduated from Southern Methodist University with a Bachelors of Arts degree in Finance. He also received the Wharton Certificate in Retirement Planning from the University of Pennsylvania. Nasmi resides in North Dallas with his wife, Leigh Ann, their son, Noah, and enjoys spending his time traveling with his family and friends.
Tony has 25 years of corporate business experience in finance/accounting, strategic planning, and global marketing with Proctor & Gamble and Celanese Corporation. In 2003, Tony joined Equitable Advisors LLC, focused on serving clients in the corporate world and became a member of the financial planning advanced practice group. From the start, Tony's practice had an investment advisory focus, in addition to comprehensive financial planning. He also works with individuals and small businesses, setting up their retirement plans and managing those investments.
Tony grew up in Toronto. He has an Honours Economics degree from Queen's University, Kingston, Ontario, and the Wharton Certificate of Retirement Planning from the University of Pennsylvania. He has been recognized for his leadership in numerous industry, civic, and charitable groups.
Tony lives in Flower Mound, Texas with his wife Lori. They enjoy travel, the arts, and dining out with friends. Tony also enjoys golf, tennis and Dallas Stars hockey.
“If you don't know where you are going, you'll end up someplace else.” Yogi Berra
Retirement Planning Specialist title awarded by Equitable Advisors, based upon receipt of a Certificate in Retirement Planning from the Wharton School of the University of Pennsylvania.
Patti is the first point of contact of our office and maintains a welcoming atmosphere upon your arrival. She is responsible for correspondence, compiling reports, scheduling, and other administrative duties. Additionally, she ensures that the operations and investment teams have the administrative infrastructure, materials, and information needed to better serve their clients.
Patti has a bachelors degree in Education from the University of Texas at Austin, has two grown children, and is a resident of Frisco with her husband David.
CERTIFIED FINANCIAL PLANNER® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.