Profile

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 Services
  • 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.

Joseph Parker:  President/Executive Tax Director

Executive Tax Director at Summit Financial Solutions, Inc since 2005

12+ years in small business development and tax management

joe@sfsga.com

  

Julie Kimball CFP, EA, MBA: Senior Wealth Advisor/Tax Director

Chief Executive Officer since 2003

22+ years in financial services

julie@sfsga.com

Dianne Farrior EA: Tax Director

Tax Director

Enrolled Agent since 1999

dianne@sfsga.com

 

Laurie Wild: Staff Accountant

Business Project Manager at Summit Financial Solutions, Inc since 1992

laurie@sfsga.com

 

 

Jeanie Kapcsos:  Payroll Specialist

Payroll Specialist at Summit Financial Solutions, Inc since 2011

jeanie@sfsga.com

 

Mary Simmons: Client Service Representative

Client Service Representative at Summit Financial Solutions, Inc since 2011

 

 

 

 

Andrea Conners: Client Service Representative

Client Service Representative/Staff Accountant at Summit Financial Solutions, Inc

 

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