How We Work
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.
Alisa Sakowitz
MBA
Investment Specialist & Financial Advisor, Pacific Advisors
Alisa Chatham Sakowitz joined Pacific Advisors, Park Avenue Securities and Guardian Life in 2014. She has over 25 years of experience in the investment industry. Alisa is third generation in financial services, following in the...
Anne Ding
CFP®, CPA, RICP®, CLTC®, MBA
Financial Advisor, Pacific Advisors
For over a decade, Anne has dedicated her career to providing education and coaching to help clients make sound financial decisions, enabling them to secure a confident financial future. Anne was recognized two years in a row by Forbes...
Christopher Real
Director of Business Development, Pacific Advisors & 401(k), Cash Balance Specialist
David M. Culler
ChFC®, CExP®, CLU®
Financial Advisor, Founder
Hannah Disisto
Client Service & Business Operations Associate
Marybeth Torpey
Client Experience Associate
Some people go through life wanting to be seen. I’ve always been drawn to making sure others are. At SummitOne, I focus on making every client feel valued, supported, and heard. As the first point of contact, I set the tone for our...
Ryan Brody
CFP®, RICP®, AIF®, CLTC®, TPCP®
Financial Advisor, Founder