Our Team

Laurie Murthy

Practice Manager

Laurie joined Summit in 2016 and is Practice Manager to Nathan Bennett, Cody Smith, and Nik Linton. Their client-centric practice focuses on helping business owners and successful professionals pursue financial independence. Laurie has more than 20 years of financial services industry experience which encompasses office management, client services, new business, and marketing expertise.


Laurie is originally from Massachusetts, but fell in love with San Francisco while on vacation years ago. She relocated to San Francisco in 1987 where she later earned her Bachelor of Arts degree in Human Relations from Golden Gate University.


She currently lives in Danville with her husband, Ajay, and their dog, Winston. She enjoys hiking, vacationing with her family, and volunteering in her community.

Check the background of this investment professional on FINRA BrokerCheck