Our Team

Nancy McMillin



Executive Assistant, SFG, Administrative Assistant, RJFS

[email protected]

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Nancy McMillin serves as the Executive Assistant for Nathan Bennett. She joined the Summit team in 2023, bringing with her 20 years of experience in operations roles across a variety of industries and at companies large and small. Nancy loves supporting Nathan and the team allowing them to focus their time on serving clients at the highest possible level.

 

Nancy grew up in a small rural town in Iowa but fell in love with the Bay Area on vacation and relocated as soon as she could. She graduated from Northwestern University where she earned a degree in Industrial Engineering.

 

Nancy and her husband, Jim, reside in Livermore and have two adult sons. They love pursuing active outdoor adventures, so you’ll often find them skiing/snowboarding, hiking, backpacking and mountain biking.

 

  • 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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