Located in the Towne Lake area of southern Cherokee County, Georgia, Summit Financial Solutions serves the Woodstock, Kennesaw, Acworth, Canton and surrounding areas. Summit Financial Solutions offers a comprehensive package of related services for professionals, working families, individuals and small businesses.
Our services fall into four categories:
- Small Business start up, consulting, accounting, planning and support.
- Tax preparation and planning .
- Financial Planning
- Payroll Services
Summit has a staff of highly qualified and certified professionals that are dedicated to analyzing and offering appropriate solutions to your financial needs. We do this in an efficient and cost effective manor while maintaining the highest ethical standards.
Julie Kimball CFP, EA, MBA: CEO/Senior Wealth Advisor
- Chief Executive Officer since 2003
- 22+ years in financial planning
Joseph Parker EA: CFO/Executive Tax Director
- Executive Tax Director at Summit Financial Solutions, Inc since 2005
- 12+ years in small business development and tax management
Colleen McClellan EA: Tax Director
- Tax Director at Summit Financial Solutions, Inc since 2003
- Enrolled Agent since 1998
Dianne Farrior EA: Tax Director
- Tax Director
- Enrolled Agent since 1999
Laurie Wild: Staff Accountant
- Business Project Manager at Summit Financial Solutions, Inc since 1992
Jeanie Kapcsos: Payroll Specialist
- Payroll Specialist at Summit Financial Solutions, Inc since 2011
Andrea Conners: Office Manager
- Office Manager at Summit Financial Solutions, Inc since 2007
Lisa Sedlock: Client Service Representative
- Client Service Representative at Summit Financial Solutions, Inc since 2011
Mary Simmons: Client Service Representative
- Client Service Representative at Summit Financial Solutions, Inc since 2011
Cheryl Tiberio: Client Service Representative
- Client Service Representative at Summit Financial Solutions, Inc since 2004
