About Our Firm

Summit Advisory Group was founded on a single belief: that every person deserves a financial advisor who is truly on their side — independent, experienced, and deeply committed to their success.

Est. 1991

New York · New Jersey

Here’s our story. We look forward to hearing yours. →

At Summit Advisory Group, our primary focus is YOU

Summit Advisory Group’s mission is to help our clients achieve financial independence and have an enjoyable retirement. As an independent financial services firm, we are dedicated to personalized service with uncompromising integrity. Our focus is on comprehensive, tax-advantaged plans that provide sound preservation of capital, growing income and increased returns with reduced risk.

We understand that true wealth means being able to share your life with the people you love, free from financial anxiety. We help our retirees preserve and protect their wealth with comprehensive financial retirement planning.

Summit Advisory Group - Leadership Team →

Meet the people behind your plan

Our advisors bring decades of combined experience and a genuine passion for helping clients reach their financial summit.

Shawn D. Danziger, CRPC®

Chartered Retirement Planning Counselor

If you are approaching retirement or are already retired, you need to seek out the help of a financial advisor with a background in money management, designing retirement income distribution plans and optimizing Social Security benefits — one who can provide you with an independent opinion.

Maria Cross

Director of Operations

As director of operations, Maria serves in the critical capacity as the bridge between the client and the advisor. With extensive experience in the financial services industry and administration, her goal is to ensure that each aspect of the client experience is exceptional.

Tracy Elder

Marketing Coordinator

As Marketing Coordinator, Tracy works diligently to maintain relationships with clients by providing consistent and relevant communication throughout the year, bolstering the atmosphere of trust and reliability that characterizes Summit Advisory Group.

Kara Rosenberg

Client Communications Coordinator

Kara Rosenberg joined Summit Advisory Group as Client Communication Coordinator, where she supports the firm’s continued growth and commitment to delivering an exceptional client experience.

Signature Promise →

Clarity in Strategy. Confidence in Retirement. Commitment for Life

Navigating today’s financial landscape can feel overwhelming