Summiton's Vision. A 25-Year Foundation. One Firm Built Around You.
Arif and Amber founded Summiton Financial by acquiring an established 25-year practice, bringing with it deep roots in small business advisory and a loyal client base built on trust. That foundation, combined with Summiton's vision for a more proactive, year-round advisory model, created the firm Summiton Financial is today. We've grown a referral-based practice serving entrepreneurs, franchise owners, consultants, and executives who want more than a tax return. They want clarity, strategy, and a relationship they can rely on.
Our remote-first model wasn't born from convenience. It was built intentionally because the best clients aren't always down the street. We've served business owners across the country for decades, long before "remote" became a buzzword. What matters isn't proximity. It's responsiveness, depth, and trust.
Today, Arif leads the firm's growth, client relationships, and new client strategy, working alongside Amber Balagam, CPA, Tracy Short, CPA, and Laurie Booher in Client Services. Every new client engagement starts with Arif and Amber on the call. You won't be handed off to a junior associate or left waiting months for a reply. This is a practice built around relationships, and that shows in every interaction.
