Our Team

Nicole Suydam



Front Desk Administrator

[email protected]

Nicole Suydam joined the Summit team as the Front Desk Administrator after gaining customer and office experience at her university. She is responsible for greeting guests, answering telephones and directing inquiries from clients, advisors and support staff.

 

Nicole has completed an AA degree in Language Arts and Social Science from Las Positas Community College. She also has her bachelor’s degree in Business Administration with a focus in Entrepreneurship from Sierra Nevada College, a small university located in Incline Village, Lake Tahoe. She worked for several years in customer service prior to coming to Summit.

 

Born and raised in the East Bay, Nicole resides in San Ramon with her family and three rescue cats: Charlie, Jet, and Mowgli. When Nicole is not at the office, she enjoys spending time at her local bible study, volunteering at animal shelters, and taking drives to explore the Bay Area and beyond.

Check the background of this investment professional on FINRA BrokerCheck

 

  • 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
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.

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