" /> Monika Orrey - Practice Manager - Summit Financial Group

Our Team

Monika Orrey



Practice Manager

Monika Orrey is the Practice Manager for Vanessa Savage’s thriving practice. She joined the team in 2019 with two decades of experience in the Financial Services industry under her belt. During those years she wore many hats, which allowed her the opportunity to grow and define the perfect role within her field. Whether she was working in the vault with physical stock/bond certificates at a large brokerage firm or helping clients navigate estate processing questions at a local RIA, her focus has consistently been on seamless client service and making lasting connections with colleagues and clients alike. Monika is passionate about the work we do and strives to deliver the highest standard of service while building meaningful relationships.

 

Monika was born and raised in Danville, California, and raised her daughter there as well. Although she recently moved to Oakley to be closer to her extended family, she will always consider Danville “home.” Outside of work, you may find Monika on the trails of Mount Diablo or at the many natural treasures the Bay Area has to offer. Live music, camping, baking, and photography are all featured on Monika’s priority list, but making memories with her family will always be number one.

Check the background of this investment professional on FINRA BrokerCheck

 

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