Our Team

With 55 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

Rich Urciuoli 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.

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 30 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.

Brian Leonard, Retirement Planning Specialist

Brian Leonard Brian has been a Retirement Planning Specialist with Summit Planning Group since 2002, 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 Giunta

Kandy Giunta Kandy has been with Summit Planning Group for more than twenty-five years. As Director of Support Services 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.

Darla Elmore

Darla Elmore Darla has been with Summit Planning Group for more than fifteen years. As a Client Service Specialist, she works with our Wealth Advisors to help prepare 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 Teska

Heidi Teska Heidi joined Summit Planning Group in 2006. As 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 in operations and financial management.