Meet the Team

At our firm, we have the client—and only the client—in mind.

The people behind your plan

Experienced advice.
Personal relationships.

Your wealth has a purpose. We take the time to understand it—and bring a coordinated perspective to the decisions ahead.

Meet the Summit team

A personal connection.
A shared commitment to your future.

As your financial life becomes more complex, a thoughtful relationship matters. At Summit Financial Advisors, we bring together planning, perspective and personal attention to help you align your wealth with the life you want to live.

Glennel W. Jordan, MBA, CFP®

CERTIFIED FINANCIAL PLANNER™

Thoughtful guidance for retirement and the financial decisions that shape your next chapter.

808-219-7398 gjordan@summitfinancialhawaii.com Meet Glennel

Kelley M. Tom, MBA, CFP®, CDFA®

CERTIFIED FINANCIAL PLANNER™

Personal financial planning with a coordinated view of your goals, family and future.

808-527-8878 ktom@summitfinancialhawaii.com Meet Kelley

Doug Slagel

Client Concierge

A personal point of connection for your relationship with Summit.

808-597-7418 dslagel@summitfinancialhawaii.com Meet Doug

Elsa Segal

Financial Professional · Maui

Financial guidance with a personal connection to the Maui community.

808-276-6946 esegal@summitfinancialhawaii.com Meet Elsa

Our story

Built on relationships.
Focused on what matters.

Our reasons for becoming financial professionals are personal. We saw friends and family searching for guidance—and wanted to help them make informed decisions with greater clarity.

That commitment continues today, through individual attention and a team approach to your financial life.

▶ Watch our founders’ story

Let’s get acquainted

Your next chapter starts
with a conversation.

Tell us what matters to you. We’ll explore how Summit can help.

Schedule a Complimentary Consultation

Team Approach

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.