Our Team
How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Thomas Cooney, MBA
Managing Partner
thomas.cooney@firstsummitcapital.com
Thomas J. Cooney, MBA is a managing partner of First Summit Capital Management boasting an impressive 32-year tenure in the investment industry and a 42-year history of personal investment experience. His academic foundation includes a...
Mark Freed
Managing Partner
mark.freed@firstsummitcapital.com
Mark Freed is a Certified Financial Planner Professional® (CFP®) and Certified Retirement Counselor® (CRC®), dedicated to helping families enjoy a successful financial life at every stage. With over a decade in financial services, Mark...
Vicki Pearce
Director of Operations
vicki.pearce@firstsummitcapital.com