More Than Advisors—We’re Your Planning Partners for the Long Haul.
Summit View Wealth Management is a Pittsburgh-based financial services firm where the advisors offer fully comprehensive financial planning services. Our primary goal is to provide exemplary guidance to those looking to get a better handle on their financial management to secure a sound financial future. We help our clients make consistently smart financial decisions within the context of their comprehensive financial plan throughout all stages of their lives.
Your life is dynamic—and your plan should be too. Our approach is flexible, clear, and built around you. We combine smart strategy with straight talk, helping you make confident decisions no matter what life throws your way.
WHAT SETS US APART
The Summit View Difference
Education First. Always.
We start by listening—then we teach. We don’t expect you to come in with all the answers. Most of our clients begin with questions like:

“Can I afford to retire next year?”
“How do I turn my 401(k) into income?”
“Are we doing the right things with what we’ve saved?”
Our role is to guide you through those questions with clear, personalized planning. We educate every step of the way, so you leave meetings feeling informed—not overwhelmed.
Independent. Fee-Based. Focused on You.
We are a fiduciary firm—which means we’re legally and ethically required to put your interests first. Always. We don’t sell products. We’re not tied to big firms. We don’t work on commission. That gives us the freedom to give advice that’s actually in your best interest.
All of our advisors hold the Accredited Investment Fiduciary® (AIF®) designation, and many hold additional certifications like CFP®, AFC®, or CRPC®.
We're a Friendly, Credentialed Team That Feels Like Family
We’re a tight-knit group of financial professionals who genuinely care about the people we work with. Our team includes Certified Financial Planner™ professionals, Accredited Financial Counselors, investment strategists & more—all committed to making the process feel simple and supportive.
GET TO KNOW OUR TEAM
Chief Inspiration Officer
Megan Burgess
You’ll see her smile before she enters the room. She strives to be a shoulder to lean on in times of need. If you have a problem, she will solve it. She’s compassionate, selfless, inspirational, innovative, optimistic, the queen of adaptability, and the beating heart of our team—our Chief Inspiration Officer, Megan Burgess.
For more than 20 years, Megan has been creating and maintaining systems, leading and building strong teams, and flourishing in business development and team performance.
On the weekends, you may have a hard time finding her because she is probably on a fun adventure with her family. If you need any sort of remedy for yourself, your child, your dog—Megan is your girl.
Megan is a proud mom, wife, role model, friend and Penn State Nittany Lion.
Retirement Income Architect
Brad Tiche
CFP®, ChFC®, AIF®, RICP®
He is a committed expert in his field with ambitions that are driven by his passion of sharing knowledge for the greater good. His focus, vitality, discipline, determination and exuberance for life is contagious. He’s our Lead Advisor, Retirement Income Strategist and Financial Architect, Brad Tiche.
Brad had a vision, and when he has a vision, good luck trying to stop him. He envisioned creating a company whose sole existence was to guide individuals and families through impactful seasons of their lives, namely retirement. For the past 30 years, he has been doing just that. Brad’s subjective view of the world and adaptability allow him to work with his clients to instill confidence in living a purposeful, fulfilling life in retirement.
Brad is a proud father, farmer, leader and Penn State Nittany Lion.
Purposeful Retirement Coach
Kacey Northrup Mills
CFP®, MBA, AIF®, AFC®
Her ability for empathizing with and understanding your situation and aspirations is unparalleled. When you’re feeling anxious about your future, she will immediately put you at ease by being your biggest supporter, cheerleader and financial counselor. If you’ve been searching for someone who can help figure out what is important to you, you’ve found her— our Purposeful Retirement Coach, Kacey Northrup Mills. She has dedicated her career to working with clients to create digestible, practical and exciting plans, from both a financial and fulfilling standpoint, ensuring smooth transitions throughout the various seasons of life.
Her passion shines through in everything she does whether it be with family, friends, work, being a dog mom, or living a purposeful life. She’s never met a craft she didn’t like or shied away from a good ole fashion heart-to-heart.
Kacey is a proud mom, daughter, wife, dog mom, friend, Kent State Golden Flash and St. Bonaventure Bonnie.
Strategy Specialist
Kevin Callahan
AIF®
He is genuine, caring and has an unmatched ability to make others feel safe and secure. Integrity, authenticity and purposeful living are his top priorities. With a unique ability to see both the details and the big picture, he can grasp matters from a wide perspective. He’s our Strategy Specialist, Kevin Callahan.
Kevin’s biggest passion, and the impetus of his career path, is helping clients achieve financial wellness. While he enjoys and values the dedicated time he spends talking you through your financial strategies and progress, another place you may find him is on the golf course.
Kevin is a proud son, uncle, golf ace and Edinboro Fighting Scot.
Client Concierge
Jessica Colamarino
You’ll likely be drawn to her magnetic personality, energy and charisma. She’s an expert multitasker and can problem solve on the fly. With her laser focus, she can accomplish more in one hour than most can in a day. She’s our schedule juggler and Client Concierge, Jessica Colamarino.

With over 14 years of experience, she’s no stranger to operations and human resources. Jessica is a master of defining, creating, and executing operational processes and systems—she may even work on this in her spare time (when she’s not making Chipotle runs or coaching her son’s baseball team).
Jessica is a proud mom, wife, coach, and Kent State Golden Flash.
Financial Services Associate
Mara Bowser
Her energy is contagious, and her focus is unwavering. She listens, she solves, and she makes even the most complex challenges feel manageable. She's our Financial Services Associate, Mara Bowser.

Mara thrives at the intersection of service and problem-solving. With experience supporting complex client needs across multiple markets, she is known for her ability to navigate challenges, educate clients, and improve processes along the way. Her background in financial operations and client support allows her to play a key role in special projects, client service, and tech support-always with the goal of making things work better for the people she serves.
Mara is a proud Pitt Panther alumnus, a devoted family member, and a trusted friend.
Administrative Specialist
Jessica Zapadka
She is a Pittsburgh native with many years of experience in the financial services industry, a sense of urgency with all client-related requests, and a master of to-do lists. She is enthusiastic and dedicated to helping others live a purposeful life —our Administrative Specialist, Jessica Zapadka.
Jessica is your go-to for servicing needs and account maintenance. She’s passionate, excited, and determined to continue paving her career path in financial services with Summit View Wealth Management while working alongside our operations and advisory teams.
In her free time she enjoys cooking and styling. Jessica is a proud cat mom, Aunt, and WVU Mountaineer.
Administrative Specialist
Theresa Barkley
Challenges don't scare her-they excite her. Complex problems, puzzles, and operational hurdles are her playground. She's our Administrative Specialist, Theresa Barkley.

Theresa has spent the past 26 years mastering operations, bringing order, efficiency, and calm to every situation. Known as the ultimate "fixer," she approaches each task with warmth, creativity, and a can-do spirit. Beyond keeping things running smoothly behind the scenes, she also shines as an event organizer, making sure every detail is handled with care and precision.
Theresa is a loving mother and wife, a loyal lifelong friend, and an animal lover whose heart for others is as strong as her knack for solving problems.
Our Strategic Partners
We are committed to offering a holistic approach to achieving your financial goals and plans. Our strategic partners are subject matter experts; we work in tandem with them as appropriate and coordinate all conversations.
*Our Strategic Partners are not registered/affiliated with Cambridge and can not offer securities or advisory services.
