About

Knowledge-based advise and the track record of experience to support it.  Carefully planned investment strategies to help minimize risk and portfolio volatility while attempting to enhance financial security.  

Balance investment portfolios which will help manage investments during changing economic environments.

Risk management strategies to help ensure that you will have a comprehensive strategy to help achieve your goals.

Professionally managed investments to give you access to leading portfolio managers.

Brett R. Langer, CFP®

President of The Summit Financial Strategies, Inc.

503-466-1989
503-466-2128

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Having degrees in economics and psychology, combined with 20 years of experience managing a small business, all benefit Brett in working with educating his clients in becoming better investors. Brett has 25 years of investment experience, and created The Summit Financial Strategies, Inc with his father, Bill Langer, in 2002.  Brett graduated from the College for Financial Planning of Colorado in 2010 and was certified by the Certified Financial Planner ™ Board on May 31, 2011. Besides working with his father, Brett's greatest enjoyment in the business comes from developing great relationships with his clients. Brett currently serves as the Principal and Branch Manager of The Summit Financial Strategies, Inc.

Brett holds a Series 7 and Series 51 securities license. He also holds the Series 66 Investment Advisor Representative registration and the Series 24 Securities Principal registration. Also, he has his Life & Disability insurance licenses as well as his Long Term Care Certification.  In 2011 he earned the designation of Certified Financial Planner ™ Professional. 

Brett’s Investment Philosophy:

Understand each investor and their specific needs currently and into the future

Come up with Investment Strategies that each individual investor can understand and have confidence in

Be willing to understand changes that happen in this global economy and make adjustments to portfolios as the world continues to evolve.

Tailor portfolios to coincide with each individual investor’s own philosophies, objectives, risk tolerance and time horizon.

Personal note on Brett:

When not working in the office, or studying the market, Brett enjoys his family life. He and his wife, Kim, were married in 1992 and have 3 children: Parker, Harrison, and Brezlyn. In August of 2012, Kim joined The Summit Financial Strategies, assisting in the administration of the office. Brett enjoys many activities including golf, mountain biking, hiking, and gardening.

The Summit Financial Strategies Inc. will focus on your investment situation; structure your retirement plans and investment strategies.  We will review and monitor your investments to ensure alignment with and to better improve attainment of your financial goals.

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Keith Bandettini

Financial Advisor

503-466-1989
503-466-2128

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Keith has more than 20 years of Financial Management, Operational and Information Technology experience with Fortune 500 companies including NIKE, Boeing and KinderCare Learning Centers.  Prior to joining The Summit Financial Strategies, Inc, he worked for Waddell & Reed as a Financial Advisor.

In addition to his experience with corporate finance, Keith has also owned a cabinet manufacturing company and understands the complexities and volatility of running a small business.

With this broad-based business experience, Keith helps his clients identify, define and prioritize their financial goals.  Keith develops, implements and adjusts financial strategies to help clients work towards achieving these goals.  Keith works actively to develop long-lasting client relationships, communicating effectively to give objective and insightful financial guidance.

Raised in Oregon, Keith received a BS in Business Administration from Oregon State University.  He also has pursued graduate studies in Informative Systems Management at Seattle Pacific University.  He holds the Series 66 and Series 7 securities licenses as well as Health and Life Insurance licenses in Oregon, New Mexico and Washington. 

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Lisa M. Mesquit, CFA

Financial Advisor

503-466-1989
503-466-2128

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Elisabeth, who goes by Lisa, brings to The Summit Financial Strategies eight years of experience in corporate finance and institutional portfolio analysis. After obtaining a degree in Finance, her career has been divided between an exemplary, privately -held large bank and a Fortune 500 company. During this time, she obtained the prestigious CFA charter. The Chartered Financial Analyst designation is awarded from the CFA institute to analysts who demonstrate at least four years of institutional financial analysis and pass three rigorous examinations over a multiple year time horizon. It is the hallmark designation for professional analysts. While she loved her work at the corporate level, her volunteer work through her church and as a military spouse solidified her passion to help individuals manage their money with excellence. She is excited to join The Summit with its prudent and excellent track record and to serve individuals, helping them reach their goals. Outside of the office, Lisa loves being in Oregon. She and her family recently moved to Oregon after her husband Brent’s 21 year military career. Although they enjoyed the adventure, they are grateful to now be part of a community that was home to her husband before he joined the military. She and Brent have four junior high aged children (three of them triplets) who keep them well versed in sports, ballets, and music recitals. She likes hiking, the beach, skiing, reading, football and friends.

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