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Through thoughtful planning, she helps clients with two of the three pillars of life – health, wealth, and family. As life changes unexpectedly, the planning process creates a path for clients to reach their financial goals through investment management, risk management, retirement planning and legacy planning. The financial planning process – the cornerstone in assisting her clients with their financial decisions – is one Gina firmly believes in and professionally adheres to.
Gina’s detail-oriented personality and consistent desire to help people allows her to create specialized plans that build a foundation for her clients to accomplish the important moments in life. Hearing stories of clients sending kids to college, enjoying travel, retiring early, and spoiling grandchildren are some of her favorite conversations.
Gina joined Summit in 2012. She holds a bachelor’s degree in Financial Planning from Franklin University. Outside of the office, Gina enjoys spending time with her husband, Tony, and their three children, AJ, Kylie, and Danika.