Our Team

Partners

Tom Hartman, CPA, CFP®
Abigail Hurlburt, CFP®, RICP®, RLP®

Relationship Team

Katherine Adams

Tom Hartman, CPA, CFP®

Abigail Hurlburt, CFP®, RICP®, RLP®

Heather Meeks, MBA, CFP®

Erik Randall, CFP®

Sarah Brookes-Governo, EA®

Kelsey Herrmann-Stanzel

Andrew Schwarz

Staff

TOM HARTMAN, CPA, CFP® Tom is a Partner of the firm.  He earned a degree in Accounting from Castleton University and holds his CPA and CFP® professional designations.  Tom's entire work experience has been involved in the financial world.  Prior to becoming a financial advisor, he was a CPA at a large regional accounting firm, as well as a financial controller of a large Vermont resort . Tom is a Board Member and Treasurer for the Woodstock Historical Society.  Tom, his wife Vikke, and their two children enjoy hiking, skiing, biking, and kayaking.
ABIGAIL HURLBURT, CFP®, RICP®, RLP® Abby is a Partner of the firm.  She earned her BA in Environmental Science at the University of Colorado at Boulder.  Abby holds the CFP®, the Retirement Income Certified Professional, (RICP ®) and the Registered Life Planner (RLP®) professional designations.  Abby has been a financial advisor since 1999, initially establishing her practice in Boston working within a large regional planning firm but ultimately returning to her home state of Vermont.  She is a Board Member and on the Finance and Investment Committees for both the Maynard House in Hanover and the Weston Playhouse Theater Group.  Abby and her husband, Russ, enjoy the outdoors, skiing, traveling, gardening and spending time with family and friends.
HEATHER MEEKS, MBA, CFP®

Heather is a Lead Advisor.  She earned a degree in Finance from Bentley University and an MBA in Finance from Southern New Hampshire University.  Heather also holds the CFP® professional designation.  Her work experience includes being a controller at a hospital, a controller for a large regional health care nonprofit, and a financial advisor with a large national firm.  Since 2006, Heather been a trustee of the trust funds for the Town of Cornish NH.  She, her husband, Michael, and their daughter enjoy hunting, fishing, camping, the Red Sox and Dartmouth hockey.

KATHERINE ADAMS

Katherine is a Client Relationship Manager.  She earned a degree from Brown University.  In 2000, Katherine became a financial advisor at a large national financial firm working directly with clients.   At Summit Wealth Group, she coordinates all client planning activity, and actively participates in advising clients.  Katherine, her husband Chris, and their daughter enjoy skiing, traveling, music and spending time with friends and family.

SARAH BROOKES-GOVERNO, EA®

Sarah is a Client Relationship Manager. She earned a degree in Political Science, and later an Accounting degree, from Temple University.  She began her career at a large national financial services firm as a financial advisor and worked for a national tax preparation company exclusively preparing individual tax returns and handling tax related issues.  At Summit Wealth Group, Sarah coordinates all client planning activity, and actively participates in advising clients as a financial advisor, and manages our tax preparation services.  She is an ‘Enrolled Agent’ , which enables her to represent clients in front of the Internal Revenue Service.  Sarah is also the Treasurer of the Town of Plainfield, NH.  She, her husband Mark, and their two sons enjoy skiing, gardening, horseback riding, boating, and spending time on Lake Winnipesaukee.

ERIK RANDALL, CFP®

Erik is a Planning Operations Manager and Client Relationship Manager.  Erik earned a B.S. in Accounting and Finance, Summa Cum Laude, from Franklin Pierce University, and was his class Salutatorian.  He also holds the Certified Financial Planner (CFP®) designation.  Erik wears many hats, often tackling the most complex issues.  He assists in financial planning for our clients and in the preparation of client meetings, as well as directly advising clients.  Erik enjoys traveling, cooking, craft beers, trivia, disc golf and time with friends and family.

ANDREW SCHWARZ, CFA

Andrew holds the Chartered Financial Analyst® designation and chairs our Investment Policy Committee.  He is responsible for the creation of our investment models and oversees the research pertaining to all investments.  Andrew helps develop financial plans and reports, analyzes client portfolios, develops asset allocation recommendations, and assists in the preparation of client meetings.  He graduated from Hartwick College, where he earned a double major in Business Administration and Economics, with a minor in Finance.  Andrew lives locally and enjoys skiing, reading, travel and time with family and friends.

KELSEY HERRMANN-STANZEL

Kelsey is a Financial Planner.  She is a graduate of Endicott College, where she earned a degree in Business with a concentration in Entrepreneurship, and a double minor in Hospitality and Psychology.  Kelsey assists in financial planning for our clients and in the preparation of client meetings, as well as directly assisting clients.  She is actively involved in raising money for cancer awareness by participating in the Prouty.  Kelsey lives locally and enjoys travel, reading and spending time with friends and family.

KERRY MCNALLY

Kerry is a Financial Planner.  She works closely with our relationship managers and advisors on financial planning, client meeting preparation, and client tax strategies.  Previously, Kerry worked preparing individual tax returns at a large national organization. She has a busy start to each year as she also assists in the preparation of our clients’ taxes. She attended the Community College of Vermont with a focus on Psychology.  Kerry enjoys time with her daughter, gardening and operating her farm stand, when the season permits.

KRISTIN WRIGHT

Kristin is our Office Manager and oversees our bookkeeping.   She earned a degree in Accounting from Franklin Pierce College, and graduated Magna Cum Laude.  Kristin greets everyone who contacts our office, and is a wonderful ambassador for Summit Wealth Group.  She is responsible for tracking all transfers of assets to various accounts for clients, handles all client requests for money, and makes sure the office is running effectively.  Kristin and her husband, Mike, and their two sons enjoy their family time, time with friends, entertaining and the Patriots.

JUDY SILVIA

Judy is our Bookkeeper and maintains our internal accounting.  She earned her degree in Social Services from the University of New Hampshire.  Judy manages our business accounts, keeps us within budget and manages our employee benefits.  For most of her career she has worked in various accounting positions, in large corporations and small offices.  Judy and her husband, John, enjoy time with their grandson, Max and gardening.

DAVID WAGNER David manages and coordinates the Summit Wealth Group client review process, by organizing all of the information needed for client meetings. He is also responsible for all mailings and the imaging all of our documents to create a paperless environment for us and our clients.  David enjoys skiing, biking, good movies and he is an avid Red Sox and Patriots fan.  Dave is also an excellent cook and has a talent with spicy foods.