Meet the Experts Behind Your Success
Our team of certified professionals brings decades of combined experience to help you achieve your financial goals.
Leadership Team
James Nakamura
Managing Partner, CPA, CFP
James founded Summit Financial Group in 1999 with a vision of providing personalized financial guidance to Hawaii families and businesses. With over 30 years of experience, he specializes in complex tax planning and business advisory.
Credentials
Specialties
- Business Tax Strategy
- Succession Planning
- Wealth Management
Sarah Chen
Partner, CPA, MST
Sarah leads our tax practice with expertise in individual and business taxation. She's known for her proactive approach to tax planning and her ability to explain complex strategies in simple terms.
Credentials
Specialties
- Individual Tax Planning
- Real Estate Taxation
- IRS Representation
Michael Torres
Partner, CPA, CFA
Michael heads our financial planning and investment advisory services. His analytical approach and deep market knowledge help clients build and protect their wealth for future generations.
Credentials
Specialties
- Retirement Planning
- Investment Advisory
- Estate Planning
Our Professional Staff
Lisa Wong
Senior Tax Manager, CPA
Specialties
Business Taxation • Multi-State Returns
David Kim
Senior Accountant, CPA
Specialties
Bookkeeping • Financial Statements
Jennifer Yamamoto
Financial Planner, CFP
Specialties
Retirement Planning • Insurance Analysis
Robert Tanaka
Tax Specialist, EA
Specialties
Individual Taxes • IRS Resolution
Amanda Lee
Staff Accountant
Specialties
Payroll • AP/AR Management
Kevin Pham
Junior Accountant
Specialties
Bookkeeping • Tax Preparation
What Drives Us
Integrity
We act with honesty and transparency in every interaction.
Excellence
We pursue the highest standards in everything we do.
Relationships
We build lasting partnerships based on trust and respect.
Education
We empower clients with knowledge to make informed decisions.
Ready to Work With Our Team?
Schedule a free consultation to discuss your financial goals.
Schedule Free Consultation