Our Leadership

Danny and his team of investment industry professionals combine their industry knowledge and capabilities with the resources of Summit Financial to provide a full range of wealth management services to corporate executives and their families. He has experience with corporate benefit programs, including equity compensation, defined benefit, defined contribution, and non-qualified deferred compensation plans. Danny can help corporate executives integrate their corporate benefits into a long-term financial strategy.

With a degree in Technology from Bowling Green State University, Danny concentrates on developing financial strategies for high-net-worth individuals and business owners. Danny is a qualified Portfolio Manager who can help clients pursue their objectives by managing, on a discretionary basis, his own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, and third-party investment strategies.

Danny and his wife, Holly, have four sons and three daughters and live in Fayetteville, Georgia. They volunteer for several charities, including Mercy Flight and Angel Flight.

Robert Kamal has had a lifelong history of entrepreneurial experience and senior management positions. He currently holds the position of CEO at KoHorts IT Services, LLC, a startup technology company that specializes in capturing billable time for lawyers and consultants. Robert is leveraging his entrepreneurial experience to provide small businesses owners, pilots, and corporate executives with unique strategies for financial services. His key objectives are to help his clients find efficiencies and reduce operational costs in their businesses and help with succession and retirement planning.

Robert holds a U.S. Patent in Internet Privacy and is a graduate of Michigan State University as well as a current member of the Brighton Chamber of Commerce. Robert is also a mentor with the Reaching Higher organization, which helps kids and young adults develop their leadership skills.

Robert lives in Brighton, Michigan with his wife, Rina, and their five children.

Noreen Brown is Co-Chief Investment Officer at Summit Financial LLC. Noreen is responsible for the development and ongoing oversight of Summit’s investment offerings. She also works with the investment team to create newsletters, whitepapers and portfolio updates and is a resource for advisors on client portfolio design and investment strategies.

With more than two decades of investment advisory and asset management experience, Noreen’s areas of specialization include alternative investments, investment research, asset allocation, portfolio construction, and manager due diligence. Prior to Summit, she focused on economic and capital market research for an independent wealth management firm. She was also responsible for business strategy and product management at two rapidly growing alternative investment businesses at Citigroup and AllianceBernstein. Previously, Noreen was an investment consultant to employee benefit plans and endowments/foundations at Mercer Investment Consulting where she provided advice on asset allocation, portfolio construction and investment policy.

Steve Melnick has close to 10 years of investment experience within the RIA space, most recently from Brown Advisory. At Brown Advisory, he was a Senior Research and Portfolio Analyst and worked on several investment related activities at the firm. Prior to Brown, Steven was at Dyson Capital Advisors and Cambridge Associates. Steven assists the Investment team with due diligence, newsletter writing, and serves as a resource to Advisors looking to grow their business as well as learning the Risk Monitor system. Steven holds a Bachelors of Business Administration in Finance from George Washington University and is also a CFA Charter holder.

James Rabasca is a Co-Director of the Integrated Planning Group of Summit Financial LLC. Jim provides guidance on estate, tax, retirement, charitable, and business planning. Prior to joining Summit, he was a Vice President/Account Manager at Ayco, a Goldman Sachs Company, where he provided comprehensive financial and tax counseling to corporate executives and high net worth individuals. Before Ayco, Jim worked as an attorney, and focused his practice on taxation, business planning, and estate planning. He graduated from Rider University with a B.S. in Business Administration and earned his J.D. from Seton Hall University School of Law.

Brandon Smith joined Summit Financial as the Co-Director of Integrated Planning Group. Brandon will lead the Integrated Planning Group and continue to develop strategies and expertise for our Financial Advisors. Brandon served as an Executive Officer for Grayhill LLC cumulatively for over 18 years which allowed him to partner with established Financial Advisors to develop advanced wealth transfer plans and perform comprehensive financial planning for clients.

Prior to Grayhill, Brandon was at Financial Designs Ltd for several years. Brandon earned a B.A. from Emory University, his J.D. from Washburn University of Law and his LL.M. in Taxation from the University of Denver College of Law. Brandon has moved to New Jersey after living in Denver, CO for over 25 years.

David is the Director of Insurance and has been with Summit Financial, LLC for 14 Years. He earned a B.S. from Boston University. David specializes in the design and implementation of insurance strategies to enhance the overall protection within a client’s financial plan by working closely with the Summit team of Attorney’s, CPA’s and Financial Planners. He has extensive knowledge of Life, Disability and Long-Term Care insurance in today’s world and how it can be leveraged to cover many of the unforeseen changes that may occur in the future.

Outside of work, David likes to stay active by running, playing tennis, and riding his vintage motorcycle.