Our advisors

You’ll know your advisor. They’ll know you.

No call centers, no rotating cast. Every household works with a lead advisor backed by our investment and tax specialists — a team small enough to remember your grandkids’ names.

Senior man in discussion with consultant in office setting, reviewing documents.

Founder & Lead Advisor

Daniel Reyes, CFP®

Retirement income · 24 yrs experience · Northwestern ’98

Daniel founded Summit Wealth in 2004 after six years inside a brokerage — an experience that convinced him advice should be bought, never sold. He leads retirement-income planning for about 200 households and chairs the firm’s planning committee.

He’s been quoted in the Chicago Tribune and Kiplinger’s on withdrawal strategy, coaches youth baseball in Logan Square, and still hand-writes every new client’s welcome note.

CFP® Series 65 NAPFA member

A mature couple sits with an advisor on a couch, discussing documents in a modern office.

Chief Investment Officer

Priya Nair, CFA

Portfolio design · 17 yrs experience · Chicago Booth MBA

Priya runs the investment committee and the rebalancing desk behind all 950 client portfolios. Before Summit she managed institutional fixed income — which is why our bond ladders behave when headlines don’t.

Her quarterly letters translate market noise into two pages of plain English. Outside work she mentors first-generation college students through Chicago Scholars.

CFA MBA, Booth Investment Committee Chair

Senior couple consulting on pension options, smiling on a sofa, discussing documents.

Tax & Estate Planner

Marcus Bell, CPA, CFP®

Tax strategy · 19 yrs experience · UIUC ’03

Marcus merged his tax practice into Summit in 2015, giving clients something rare: a planner who has actually signed thousands of returns. He leads Roth-conversion analysis, equity-comp planning, and estate coordination with clients’ attorneys.

He teaches a free “Taxes in Retirement” workshop every October at the Harold Washington Library. Ask him about donor-advised funds and clear your afternoon.

CPA CFP® AICPA member

An advisor discussing financial documents with a senior couple indoors in a cozy living room setting.

Advisor, Young Families & Professionals

Sofia Lindqvist, CFP®

Accumulators · 11 yrs experience · DePaul ’12

Sofia leads our next-generation practice: physicians, attorneys, and tech professionals juggling student debt, new mortgages, daycare economics, and 401(k)s all at once. Her plans are famous for fitting on a single page.

She hosts the firm’s “Money & Merlot” evenings for women investors and runs — slowly, she insists — the Chicago Marathon every fall.

CFP® Student-loan specialist XYPN alum

Behind the scenes

Ten more people who make the trains run.

Paraplanners who prep every review, a client-service team that answers by the second ring, and an operations desk that moves money securely between custodians. You’ll meet them by name in your first month — most clients tell us they’re half the reason they stay.

Come meet us in person

Sleek modern conference room with black chairs and white desks, suitable for business meetings.