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Our Team
Brian J. Donley, CFP® ChSNC™ BRIAN J. DONLEY, CFP® ChSNC™
Managing Partner
Registered Representative
Email Brian: bdonley@summitia.com



“My goal is to provide you excellent unbiased advice and outstanding personalized service. By delivering on this goal, it will build a long-term and trusted relationship with you and each of my clients. I expect to make a significant impact in helping you achieve the financial goals that you set for yourself and your family.”

Brian J. Donley is a Certified Financial Planner TM practitioner with over 15 years of experience in the financial services industry and a founding partner of Summit Wealth Advisors. Brian and his partner, Doug Richey, created Summit Wealth Advisors to focus on client-advisor relationships. They are committed to guiding their clients to reach the summit of their financial goals, by understanding their dreams and deciding together on a path to get there.

Brian’s interest in financial planning began at an early age when his parents instilled in him the benefits of hard work and saving money. His first job at a bank introduced him to the financial world and his love of helping people. This led Brian to Purdue University, where he graduated in 1992 with a Bachelor of Science degree with an emphasis in Financial Management.

While not working, Brian enjoys the outdoors and biking on the hills of Western Pennsylvania and winter sports in the mountains of Colorado. As an Eagle Scout, he attends outings with his sons through the Boy Scouts of America. He also remains connected with Purdue University as the president of the local alumni chapter. Brian and his wife, Rachel, live in Pittsburgh, PA with their two children, Griffin and Liam.



Douglas J. Richey, CFP® DOUGLAS J. RICHEY, CFP®
Managing Partner
Registered Representative
Email Doug: drichey@summitia.com



“My primary objective is to bring value to my clients at every opportunity. Financial success isn’t defined by stock market returns, a job title or the car you drive. It’s defined in knowing how to achieve your goals and resting confidently that you made the best possible decisions for you and your family to achieve those goals.”

Douglas J. Richey, CFP® has 25 years of professional experience, including 15 in the financial services industry. He is a founding partner of Summit Wealth Advisors. Prior to his tenure with Summit Wealth Advisors, Doug spent 10 years as a Systems Analyst designing and developing retail financial management software.

When meeting with new clients Doug first seeks to gain a clear picture of their current financial situation. Doug also helps his clients to develop a detailed vision of their financial goals. The process of filling in the pieces between the client’s current financial situation and their current and future goals is the core of the financial planning relationship. One of Doug’s areas of specialization includes designing customized investment portfolios utilizing a combination of strategies such as asset allocation, diversification, alternative asset classes and risk reduction techniques. Doug’s clients can expect that his services will always be conducted ethically, with the highest regard for integrity, objectivity, honesty and diligence.

In 2003, Doug earned the Certified Financial PlannerTM designation from the Certified Financial Planning Board of Standards, Inc. He holds FINRA sponsored Series 7, 63, and 65 securities licenses, as well as a Pennsylvania Life, Health & Accident Insurance License. Doug is a 1987 graduate of Robert Morris University where he received his Bachelor of Science degree in Information Technology.

Doug resides in Wexford, Pennsylvania with his wife Melissa – and daughters Madi, Casey and Alexa.



LINDA H. LESHOCK, RP®
Email Linda: lleshock@summitia.com



Linda H. Leshock is a Registered ParaplannerSM with many years of experience in the financial services industry. Her career began in 1987 at a regional brokerage firm at an entry level position. Over the years, she advanced to a Senior Registered Sales Assistant for two Senior Vice Presidents of a national brokerage firm where she worked with retail and institutional clients, corporate retirement plans, and fee-based managed accounts.

In 2015, Linda joined Summit Wealth Advisors. She looks forward to getting to know our clients and helping them achieve their financial goals. Linda is dedicated to building strong and trusted client relationships. Her role will include the evaluation and development of best practices in effort to provide our clients with superior service in an ever-changing environment. She has previously completed the FINRA sponsored Series 65 exam and holds a certification as a Registered ParaplannerSM through the College for Financial Planning.

Linda lives in McCandless Township with her husband, Dave, and 2 children, Paige and Eric. In her spare time, she enjoys making crystal jewelry, spoiling her pets, and watching the Pittsburgh Penguins hockey team.




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 9043 Perry Highway, Pittsburgh, PA 15237
Phone: (412) 367-3980 
Fax: (412) 367-3989 
Email: info@summitia.com

Securities and Advisory Services offered by and through Lincoln Financial Securities Corporation, Member FINRA/SIPC. Securities offered to residents of AZ, CA, FL, IN,  KY, ME, MI, MN, NC, NJ, NY, NM, OH, PA, SC, TX, VA, VT and WI. Advisory services offered to residents of PA & TX.  Lincoln Financial Securities Corporation and Summit Wealth Advisors are not affiliated.
 


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