Our Team

David Moe

Client Services Coordinator

David Moe is one of our Client Services Coordinators at Summit. He joined our team in the fall of 2021 and has 5 years of industry experience under his belt. David works with several of our advisors and their clients. He holds a bachelor’s degree in psychology from the University of California, Davis, and continued his education in finance and economics.


In his free time, David loves to travel (he spent his last trip in Egypt!). He is interested in sports and is a huge 49ers and Warriors fan. He also enjoys exploring new restaurants.


TR# 259545 DOFU 8-2023