Our Team

Laurie Murthy

Practice Manager

Laurie joined Summit in 2016 as Practice Manager to Nathan Bennett, Cody Smith, and Nik Linton. 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 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