Dave Young, CFA
Founder & Managing Director
I'm a numbers guy but you wouldn't automatically deduce that from meeting me. I like people and have therefore honed an ability to build relationships and effectively communicate. In other words, I'm a "quant-guy" you could introduce to your parents! My education is liberal arts with a masters in finance. I started work as an analyst for a Wall Street firm during the roaring 90's. I left Wall Street at the very top and joined the treasury group at a Fortune 50 company with a crazy idea; bring mobile data to the United States. When that was accomplished and no longer a crazy idea, I went back to financial services (ironically right before the 2008 crash) as an advisor, investment banker, and portfolio manager. Along the way I developed a few cloud storage patents, sold a technology company co-founded during the technology bubble and assembled a team of the brightest most innovative financial, legal, and tax minds in the industry. I enjoy investing and actively working with entrepreneurs in technology, biotechnology and consumer product industries. I love spending time with my three daughters who continue to amaze and inspire me.
Jeff KaufFman, CDFA
Wealth Advisor
With nearly 30 years of experience in the financial services industry, Jeff Kauffman brings diligence and expertise to managing his client's wealth. A graduate of the University of San Francisco with a BA in Finance with a Minor in Psychology, Jeff’s diverse educational background allows him to connect with clients on both an analytical and personal level, ensuring their financial aspirations are met.
Jeff's career has spanned various roles, from Senior Trader/Research Analyst, to Institutional and Individual Client Servicing, giving him a comprehensive understanding of the financial landscape.
Prior to joining Summit Family Office Services, Jeff co-founded Rigel Capital Management in 1998 and Crescita Capital Management in 2015.
His dedication lies in helping clients realize their financial goals and create opportunities they may not have initially thought were possible. By offering tailored investment strategies and thoughtful financial planning, Jeff empowers individuals and families to build their future with confidence. He is looking forward to working with you!
Michael Herr
Executive Vice President
Michael has over thirty years of diverse experience in financial management ranging from evaluating money management strategies and private equity, asset management, guaranteed investment strategies, private equity strategies and portfolio design.
Michael has worked with Smith Barney as Senior Vice President of the Consulting Group, as Director of Alternative Products at Forward Private Investors and as a Senior Consultant to Broad River Asset Management, an institutional non-correlated fixed income management firm based in New York, among other advisory and entrepreneurial roles.
Michael has worked with Smith Barney as Senior Vice President of the Consulting Group, as Director of Alternative Products at Forward Private Investors and as a Senior Consultant to Broad River Asset Management, an institutional non-correlated fixed income management firm based in New York, among other advisory and entrepreneurial roles.
Summit Family Office Services, LLC (SFOS) is a Registered Investment Adviser in the state of Washington. The Adviser may not transact business in states where it is not currently registered. Currently, the Adviser is registered in Washington. SFOS is a traditional investment adviser and does not mange the assets of one ultra-high-net-worth family or group of families. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified Financial Adviser and/or tax professional before implementing any strategy discussed herein.