Meet The Team

Growing up on a farm in Carbondale, Illinois, Madison knows what hard work looks like. While the entire tax industry is struggling to find the next generation of tax professionals, Madison has gone above and beyond, earning a Master’s and B.S. degree in Accounting with a specialization in Taxation, passing her Enrolled Agent’s IRS exam, and now sitting for her CPA.

Madison was added to both the Summit Wealth and Summit Tax Teams because she brings a rare combination to the table, having both served high net worth clients and run a tax division within a fortune 500 company. Madison knows firsthand what proactive client service should look like, and she has the technical tax skills to bring creative ideas to the table.

Madison is recently married to her wonderful husband, Andy, and together they share Mazy, their labradoodle. They enjoy spending summers by the pool while hosting friends and family for backyard BBQs and creating lasting memories.

Summit Tax Planning is led by Debbie Pham, an Enrolled Agent with over 15 years of tax planning experience. Debbie obtained her B.S. degree from the U.C. of Riverside, after which she worked for Ernst & Young, eventually rising up to one of their Tax Managers.

Debbie is passionate about income taxes. She enjoys reading about changes in the tax code and helping her clients make the best tax decisions based on their personal situation. And while most tax preparers focus exclusively on tax compliance (i.e. making sure your taxes are filed on-time), Debbie actually helps her clients with tax strategy. This is one of the reasons Ernst & Young moved Debbie into their high net worth tax group, where she worked with many of the firm’s most successful families.

Debbie has a special affinity for business owners, having been one herself for when she owned & operated an auto repair shop in Alameda, while also working full-time in her profession.

Finally, Debbie has a passion for real estate and a deep understanding of real estate tax law, and she stays informed by being an active member of her local realtor association, where she has served as volunteer Treasurer for the past four years.

* Independent Contractor

Growing up in Akron, Ohio, I was raised with a priority to respect and care for others. My family has a long line of military service such as the Army and the Air Force (I humbly brag and appreciate my older brother’s status as an officer in the Air Force). That same foundation of serving others has been instilled in me since a young age.

I have seen firsthand the power of inserting the right financial planner into an individual’s or family’s financial life. I believe in acting as a teammate and empowering those same people to make financial decisions that brings them comfort and confidence.

As an ambitious student-athlete at the University of Akron, I decided to pursue my passion in finance and helping others through their top ranked financial planning program in the country, and I’ve never looked back. All while playing football and helping the University of Akron reach its second Division I conference championship.

As a tax professional and CERTIFIED FINANICAL PLANNER®, I have helped hundreds of successful families build and implement tax efficient financial plans that fit their dreams. I understand the importance of having an objective teammate guiding a family through the inevitable paths personal finance can create. I hold my Series 65 license and am an Enrolled Agent, administered to practice before the IRS.

I live in Boise, ID with my fiancé Madison, who is a nurse. Outside of work I like to spend time with my family and playing golf. I enjoy rooting for my cursed Cleveland, OH sports teams. A fun fact about the little town of Akron, OH, is that the nations top two basketball stars, Lebron James and Stephen Curry were born there.

Dewi joined Summit in 2017. She assists the Summit tax team with bookkeeping, tax returns, and administration. Prior to Summit, she worked for a small tax firm in San Ramon, CA. Dewi graduated from CSU Sacramento with a Bachelor’s degree in finance. Outside the office, she loves the outdoors, traveling, and spending time with family and friends.