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.
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.