Breanne is the Accounting Assistant and Front Office Lead for Summit Financial. Her attention to detail and caring nature make her perfect for her work. Currently residing in San Ramon, she is a graduate of Cal State Hayward and a native East Bay resident. She moved her family from Brentwood back to San Ramon to be close to family and friends. She lives with her husband and two sons. Connor and Dylan are typical non-stop little boys that keep her plenty busy away from the office. In her brief moments of free time, Breanne enjoys shopping, cooking, watching football, and the guilty pleasure of reality TV.
2000 Crow Canyon Place Suite 450, San Ramon, CA 94583 925-866-7800
Certain individuals associated with Summit Financial Group LLC are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. (“Securian”), a registered broker-dealer and investment adviser, member FINRA/SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA’s BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives. Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Summit Financial Group LLC are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205.
Summit Financial Group LLC is independently owned and operated, and offers its own suite of products and services entirely independent of Securian. TR#3093842. DOFU 05/2020.