Broker Check

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future.

We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Team Approach

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Founders of Summit Financial Advisors

Glennel W. Jordan MBA, CFP®

Vice President, Certified Financial Planner

(808) 219-7398

After graduating from Seabury High School in Maui, I moved to Oahu to further my education at Hawaii Pacific University. I earned a BSBA degree in Entrepreneurial Studies, and a MBA in finance. I'm a Certified Financial Planner...

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Kelley Baba Tom MBA, CFP®, CDFA®

President, Certified Financial Planner

(808) 527-8878

I draw inspiration from my grandfather who grew up poor, he was the oldest of 7 kids so he stopped school after the 8th grade to help support his family.  After returning from the war, he started a slipper company and worked hard...
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Doug Slagel

Financial Planner, Client Relations

(808) 597-7418

Doug grew up in the Midwest. He moved west to attend Bethany Bible College in Santa Cruz, CA where he earned a BS Psychology. Shortly after he moved to Oahu and has been a Honolulu resident for over 30 years. Doug enjoys working with...

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Elsa Segal

Financial Professional - Maui

(808) 276-6946

Elsa Agdinaoay-Segal was born and raised on the island of Maui. She is a graduate of Baldwin High School. She attended Hawaii Pacific University where she earned a BSBA Degree in Human Resource Management. She holds a Chartered...

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Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.