Summit Financial Group 

CONNECT

Address:

9340 Fuerte Dr Ste 207
La Mesa, CA 91941-4164

Phone:

619.698.9760, 888.565.9760

Fax/Other:

619.698.9767

Meet the Team

 
  • Justin Eisenman

    Certified Public Accountant

  • Kaylee Leonard

    Tax Advisor, Enrolled Agent

  • Erin Macias

    Tax & Investment Advisor

  • Nancy S. Mendenhall

    Tax Advisor, Enrolled Agent

  • Gerad R. Mowrey

    Tax Advisor, Enrolled Agent, Certified Financial Planner, Certified Estate Planner

  • Michelle Mowrey

    Tax Advisor, Enrolled Agent

  • Della Taddeo

    Tax Advisor

  • David J. Taddeo

    Tax & Investment Advisor, Enrolled Agent, Certified Estate Planner

  • Kimberly Kurek

  • Denyse Lafferty

  • Sue Sander

  • Brittany Xavier