With 75 years of experience in financial planning, our wealth management team has the experience and know-how to guide you on your path toward a successful and comfortable retirement.
Richard J. Urciuoli,
President and CEO of Summit Planning Group
Rick is a lifetime resident of CNY, currently living in Marcellus. He earned his B.S. in Finance from Syracuse University in 1975. In 1986, Rick founded Summit Planning Group. Rick earned his CFP© certification from The College for Financial Planning in Denver in 1987.
Through the years, Rick has built a reputation as a financial planning and money management professional. His practice focuses on retirees and those about to retire, helping them with strategies designed to protect their principal and ensure that their money lasts a lifetime. Your investment concerns and financial planning needs are his highest professional priority. His conservative style and thorough understanding of economics helps ensure that as you near retirement, you will not be taking on excessive risk.
Additionally, Rick has been providing his insight on the economy for more than 25 years, as host of The Summit Planning Financial Hour on NewsRadio 570 - 106.9 WSYR. His show is the longest-running financial radio show in central New York.
Mark Feinberg, Wealth Advisor
Mark has worked in the financial services business for twenty-five years. He earned his B.S. in Marketing from Syracuse University, and worked in telephone company management for fifteen years before becoming a financial advisor in 1986. Since joining Summit Planning Group in 1995, Mark has provided retirement planning advice to clients throughout the northeast. He has also provided his own perspective as an occasional host of The Summit Planning Financial Hour.
Brian Leonard, Wealth Advisor
Brian has been a Wealth Advisor with Summit Planning Group for more than twelve years, following many years in the service industry. Brian meets directly with clients, providing updates and assisting with income planning and insurance reviews.
In addition to retirement planning, Brian heads our research team, which is focused on analyzing the global macroeconomic view and identifying investment vehicles which align with our unique investment selection process. He also serves as co-host of The Summit Planning Financial Hour.
Kandy has been with Summit Planning Group for more than twenty years. As Head of Financial Administration for the company, she is responsible for the internal accounting and business operations. In addition to her administrative role, Kandy has extensive involvement in coordinating client communications and educational events.
Kandy spent many years in high level customer relations prior to joining Summit Planning Group.
Kate has been with Summit Planning Group for over eighteen years. She is one of our Client Service Specialists, focused on client asset transfers and cash distribution requests, as well assisting clients on all tax inquiries. Additionally, Kate is very experienced at facilitating rollovers and transfers for 401k, pension, 403b, IRA and all qualified retirement plans.
Kate has a degree in Business Administration. Before joining the Summit Planning Group team, Kate worked in banking and management in Central New York for many years.
Darla has been with Summit Planning Group for fifteen years. She is the head of client portfolio reviews and is an instrumental member of the research team for our managed portfolios. Darla also is responsible for preparation of scheduled client updates and reviews and overseeing client investment trading.
Prior to becoming a member of the Summit Planning Group team, Darla worked for ten years in the service industry, with a focus on high-touch customer service.
Heidi joined Summit Planning Group in 2006. She is Head of Operations, she is responsible for office management, business continuity, client communication, and technology support. Additionally, as a member of the managed portfolio review team, Heidi oversees trading operations to ensure accuracy and efficiency.
Prior to joining Summit Planning Group, Heidi spent more than fifteen years experience in operations and financial management.