Our Team

Laurie Murthy



Practice Manager, Client Services Lead

[email protected]

Laurie joined Summit in 2016 as Practice Manager for Nathan Bennett and Cody Smith. She was promoted to Client Services Lead in 2023. She has over 20 years of financial services industry experience which includes office management, client services, new business, and marketing. She is licensed in the state of California for Life and Health insurance and is a Notary Public.

 

Laurie is originally from Massachusetts, but fell in love with San Francisco while on vacation years ago and relocated to the area. She has a BA in Human Relations and graduated Cum Laude from Golden Gate University. She is passionate about volunteering in her community, spending time with her sons, travelling abroad and food!

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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