Our Team

Heather Curtis



Practice Manager

[email protected]

Heather Curtis is the Practice Manager for several of our advisors. She joined Summit in 2021 with eight years of experience in the financial services industry, and more than 20 years in various industries. Her financial experience includes client services, new business, accounting, retirement plan administration, and operational support.

 

Born and raised in San Clemente, California, she has been in the Bay Area since 2006. She currently resides in Martinez with her son, Bryan, and two cats: Charlotte and Wilbur.

 

When Heather is not in the office, she enjoys spending time with her son, visiting family and friends, exploring new areas, hiking and staying active, performing arts, landscape photography, cooking, golfing, tennis, listening to music, and reading.

Check the background of this investment professional on FINRA BrokerCheck

 

  • Summit Financial Group, LLC All Rights Reserved

Summit Financial Group, LLC All Rights Reserved

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.

The Client Relationship Summary (or Form CRS) contains important information regarding products, services and fees. Click the icon to learn more.

 

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.

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