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Who We Are...
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Principal David L. Fadel , MBA, CFP
Email: dave@summitfinancialstrategies.com
Dave received a BS in Business Administration and an MBA degree from the State University of New York at Buffalo. He is a Certified Financial Planner and has been an independent advisor since 1983. Prior to that he was employed in various management positions for 11 years by a division of General Motors Corporation.
He is a member of the Financial Planning Association (FPA) and is also a Registered Principal with Cambridge Investment Research, Inc. |
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Principal William E. Hynes, CPA/PFS, CFP
Email: bill@summitfinancialstrategies.com
Bill is a Certified Financial Planner as well as a CPA with accreditation as a Personal Financial Specialist. He received a BBA in Accounting from St. John Fisher College. He has been an independent advisor since 1988. Prior to that he was employed by Price Waterhouse and Chase Lincoln First Bank. He is a member of the American Institute of Certified Public Accountants (AICPA) and is also a Registered Representative with Cambridge Investment Research, Inc. |
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