About Summit Financial Advisors
About Summit Financial Advisors
Your life at the center.
Your future
in perspective.
Personal financial planning begins with a relationship. We take time to understand your priorities and connect your wealth with the life you want to live.
Meet the Summit Team
Our purpose
Help you make thoughtful
decisions about your financial life.
Our practice is built around lasting relationships, personal attention and a coordinated view of your finances. Your values and goals guide the conversation—from the first meeting through the years ahead.
What shapes our relationship
Personal attention.
A broader perspective.
Listen first
Understand your circumstances, the people who matter to you and what you want your wealth to make possible.
Connect the details
Bring investments, retirement, tax considerations, protection and legacy into a coordinated planning conversation.
Explain the choices
Discuss options and tradeoffs in clear language so you can take an informed part in the decisions ahead.
Stay connected
Revisit your plan as goals, family circumstances and financial priorities evolve.
Based in Honolulu
A personal connection
to your next chapter.
We work with individuals and families preparing for retirement and navigating meaningful life transitions. As financial lives become more complex, we help bring the moving pieces into focus.
Whether your next step involves leaving work, a change in your family or receiving an inheritance, our planning begins with your circumstances.
Explore Who We Help →Our story
Meet the people behind Summit.
Hear from Summit’s founders about the firm and the relationships at the heart of its work.
Watch Our Founders’ StoryThe people behind your plan
Experienced advice.
Personal relationships.
Get to know the Summit team and the people you’ll work with.
Glennel W. Jordan, MBA, CFP®
CERTIFIED FINANCIAL PLANNER™
Kelley M. Tom, MBA, CFP®, CDFA®
CERTIFIED FINANCIAL PLANNER™
Doug Slagel
Client Concierge
Elsa Segal
Financial Professional · Maui
Planning with perspective
More than a collection
of financial decisions.
We help you consider how the choices you make today fit with your retirement, family and long-term priorities.
Our approach connects the details while keeping the bigger picture in view.
One coordinated conversation
Retirement income and lifestyle
Investments and risk
Tax considerations
Protection and family needs
Estate and legacy priorities
Explore Our Approach →Let’s get acquainted
Your goals.
A conversation worth having.
Tell us what matters to you and what you would like your financial plan to support.
Schedule a Complimentary Consultation