Our Team

Tami Miceli



Executive Assistant and Registered Representative

Tami is the team quarterback for Don Ledoux and Aaron Peabody.  She has two decades of experience in the financial advisory field, with specialties in client service, trading, operations, and accounting.  She loves interacting with clients and assisting them with their financial roadmap.  Tami holds her Series 7 and 66 securities registrations, CA Insurance License #0L34501, and is also a Notary Public.

 

Tami is a graduate of San Jose State University.  She’s an accomplished musician and enjoys playing the oboe and flute in small ensembles and teaching.  In her free time she cooks, hikes, camps, and spends time with family, fitting in time to run an occasional 5K.  She’s married to her high school sweetheart, Tony, and they live in Dublin with their three children, two dogs, and two cats.

 

 

Tami holds her Series 7 and 66 securities registrations, CA Insurance License #0L34501, and is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. Member FINRA/SIPC. Summit Financial Group is independently owned and operated located at 2000 Crow Canyon Place, Suite 450, San Ramon, CA 94583. TR# 1581347, DOFU 08/2016.

Check the background of this firm on FINRA BrokerCheck