Our Team

Laurie Murthy



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!

 

  • 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

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