Meet Our Team

Experienced professionals dedicated to your financial success.

Leadership

Our Partners & Directors

Seasoned leaders with decades of combined experience in accounting, tax, and advisory services.

CPAM&A Specialist

Robert A. Mitchell

Managing Partner

Robert founded Summit Financial Group in 2009 after 12 years at a Big Four firm. He specializes in strategic tax planning and M&A advisory, having guided over 150 business transactions. Robert holds a Master's in Taxation from the University of Denver.

CPAEAFormer IRS Agent

Patricia Vasquez

Partner, Tax Services

Patricia brings 20 years of tax expertise, including 8 years as an IRS Revenue Agent specializing in R&D tax credit examinations. Her insider knowledge of IRS audit procedures is invaluable for credit defense and compliance.

CPACFAQoE Specialist

James Thornton

Partner, Advisory Services

James leads our Quality of Earnings and M&A advisory practice. With experience from both investment banking and public accounting, he has prepared over 200 QoE reports for private equity firms and strategic buyers.

CPAFormer IRS Agent

Dr. Angela Kim

Director, R&D Tax Credits

Angela spent 10 years with the IRS Large Business & International division, specializing in research credit examinations. She now supervises all R&D tax credit studies at Summit, ensuring audit-proof documentation.

Our Talented Team

The dedicated professionals who make it all happen, day in and day out.

Marcus Johnson

Senior Tax Manager

CPAEA

Emily Ramirez

Bookkeeping Manager

CPA

David Park

R&D Tax Credit Analyst

CPA

Sarah O'Brien

Payroll Specialist

CPP

Nathan Williams

Staff Accountant

CPA

Lisa Chen

QoE Analyst

CPAQoE Specialist

Carlos Mendez

Tax Associate

Jessica Taylor

Client Services Manager

Join Our Team

We're always looking for talented professionals who share our passion for excellence and client service. Explore current openings and discover what makes Summit a great place to grow your career.

View Open Positions

Ready to Get Started?

Schedule a free consultation and discover how Summit Financial Group can help your business grow.

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