Teresa is responsible for Summit Financial Group’s Accounting Operations, and Office Management. As one of the first employees hired at Summit, she knows our history and is an ambassador of the Summit way for our team. Team mom and counselor are unofficial titles that Teresa fills easily because of her love of people, and her desire to continually make things better. Our growing team relies on Teresa to make it all happen.
She grew up on the East Coast and completed her BA degree in Business/Accounting and the CPA Exam in Maryland.
Teresa resides in Danville with her husband Steve. They have three daughters, Lauren, Shannon and Melissa.
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.
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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.