Our Team

Heather Curtis



Client Services Coordinator

[email protected]

Heather Curtis is the Client Services Coordinator 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.

 

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Summit Financial Group, LLC All Rights Reserved

2000 Crow Canyon Place Suite 450, San Ramon, CA 94583 925-866-7800

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