/Investor DB

Golden Summit

Pleasanton · Seed · 30 people tracked

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Investment thesis

Golden Summit Wealth is a financial services practice offering wealth management, financial planning, retirement and estate planning, and life insurance, affiliated with MassMutual.

Invests inPleasanton

Source: firm website, verified Oct 2, 2026.

Stage
Seed
HQ
Pleasanton, US

Team · 30 people

from the firm's website
Mike Clark· Co-General Agent

Co-general agent leading the firm alongside Greg Cohn; holds an MBA.

Adam Sherman· Social Media Specialist
Alyssa Piontkowski· Director of Marketing
Angelina Herrera· Brand/Recruiting Coordinator
Barrett Thomsen· Financial Services Team Associate
Carolyne Steele· New Business Coordinator / Brokerage
Char Winfrey· New Business Coordinator (Walnut Creek Office)
Dan Blum· EXP Concierge & DI Specialist
Doug Van Order· Business Planning Specialist
Emerald Bonansea· Director of Financial Planning
Holly Thompson· Agency Supervisory Officer
Jasmine Felts· New Business Coordinator (Roseville Office)
Jenna Byrd· Assistant Agency Supervisory Officer
Jesse Johannesen· Director of Wealth Services
Jill Raymond· Agency Supervisory Director
Jim Willson· Annuities Specialist
John Lawrence· Life/Worksite Specialist
Jon Wiles· Agency Technology Specialist
Ken Gray· Agency Technology Specialist
Lindey Hammer· Contracting & Licensing
Paige Nguyen· New Business Coordinator (San Jose Office)
Robert Couse· Agency Training Director
Sam Alt· Financial Services Team Associate
Sarah Sprung· New Business Director
Stephen Koh· Agency Supervisory Officer
Steve Harris· Investments Specialist
Tamara Rich· Chief Financial Officer

Chief financial officer; holds FLMI and SHRM-SCP designations.

Vanessa Oakley· Chief Operating Officer
Yazzmin True· Director of Recruiting

Frequently asked questions

What stage does Golden Summit invest at?
Golden Summit invests at the Seed stage.
Where is Golden Summit located?
Golden Summit is headquartered in Pleasanton, US.

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