Steve Pfundstein, CTO of Summit Financial, has played a pivotal role in transforming the firm’s technology landscape to support a new era of accelerated growth and innovation. Over the past 12-18 months, he has led a strategic evolution of Summit’s platform, aligning it with the firm’s expansion through acquisitions and geographic growth. By implementing a cloud-first, Zero Trust architecture, Steve enabled seamless onboarding of new advisors, offices, and partner firms — delivering scalable, secure, and efficient operations without increasing complexity. A cornerstone of his impact is the launch of the Summit Portal, a modern advisor platform that centralizes systems, data, and workflows into a unified, intuitive experience. This initiative advances Summit’s vision of a custodian-agnostic, data-driven ecosystem, improving productivity and enhancing both advisor and client experiences.