Summitry

🎉 Today marks a special milestone for our team! Join us in celebrating Kenji Nagase's one-year anniversary with us. Kenji's dedication to service and unwavering commitment have transformed our team, driving efficiency and fostering a culture of excellence. Thanks Kenji! We're so grateful to have him on board!

Huge shoutout to Misty Martinez, M.A.T., our rockstar Client Service Specialist, who is celebrating her one-year with us today! 🌟 Since joining the Operations team, she's streamlined processes, boosted client satisfaction, and brought a fresh perspective to every challenge. Her dedication and innovative ideas have truly made a difference. We appreciate all that you do, Misty!

🌟 Join us for a webinar next Wednesday 10/2! Don’t miss this opportunity to gain expert insights from Daniel Clifton, Partner & Head of Policy Research at Strategas Securities. We’ll dive deep into: - Potential election outcomes - Economic and policy impacts - Hot takes following the VP debate - Plus, a live Q&A!   Join us live or register to receive the recording! https://hubs.li/Q02QmJ800

Want a Wall Street take on the upcoming election? Don’t miss this opportunity to gain expert insights from Daniel Clifton, Partner & Head of Policy Research at Strategas. We’ll dive deep into: - Potential election outcomes - Economic and policy impacts - Hot takes following the VP debate - Plus, a live Q&A! Join us live or register to receive the recording! https://hubs.li/Q02QmJ800

A huge shoutout to Colin Higgins & Summitry for being honored as one of @BarronsAdvisor Barron’s Top 100 Independent Advisors! This incredible milestone is a testament to our amazing team. We deeply appreciate the talent and expertise you bring to our firm, and the unwavering dedication you show to our clients every day. #BarronsRanked

Congratulations to Ann Luong on her ten-year milestone with Summitry! This is what her manager, Alex, had to say: "I’m thrilled to congratulate Ann on her major milestone of TEN years at Summitry! Ann’s professional growth over this past decade has truly been impressive as she has built the skills allowing her to gracefully and effectively step into the Marketing Manager role. No project is too big or too small for Ann to dive in and be a contributor, with perhaps her biggest impact (so far, at least) being her leadership of our massive rebranding campaign to Summitry in 2019/2020. Ann personifies our core values of Care, Grow & Drive and she is a pleasure to have as a teammate. Congratulations, Ann. Enjoy your well-earned sabbatical!"

A big thank you to InternBridge, Santa Clara University, and SJSU for an incredibly effective Total Internship Management Workshop! It was a valuable experience, equipping us with the tools to enhance our rotational internship program and support the next generation of talent. #InternshipOpportunities #FutureLeaders #ProfessionalDevelopment

🎉✨ Welcome to the team, Conor Wilkes! 🎉✨ We’re thrilled to have Conor join us as COO! Here are some fun facts about Conor that are sure to spark some great conversations: 🦴 Conor is no stranger to adventure—he’s broken his left arm three times! And if you're curious about it, he’s up for a demonstration. Just don’t be surprised if it doesn’t rotate properly! 😄🥂 Love was in the air (and the mimosas!) when Conor met his wife at a bottomless mimosa brunch. Who knew brunch could lead to a beautiful partnership? Join us in giving Conor a warm welcome! We can't wait to see what amazing things you’ll bring to the team. ! 🙌💼

Congratulations to Joe Martin, Financial Behavior Specialist®(FBS®) on his twenty-year milestone with Summitry! This is what the CEO, Colin, had to say: "Joe is the heart and soul of this firm. As Summitry's Chief Client Experience Officer (CXO), he ensures that we live out our purpose of building meaningful relationships with clients, colleagues and the Bay Area community. I've known Joe since we were 'kids in this industry' and am so thankful for him being a friend, leader and partner! Congratulations on twenty years, Mr. Martin!!"

🎸🚗 Welcome to the team, Jack Stannard! 🎉 Let's give a big shoutout to our newest member who brings some awesome fun facts to the table. Did you know Jack is a guitar enthusiast, especially when it comes to classic rock? 🎶 Rock on, Jack! He's driven across the country not once, but twice in the past year! 🚙💨 Now that's some serious road trip dedication. We can't wait to jam out and hit the road with you, Jack! Welcome aboard! 🎉🎸🚗 #WelcomeJack #NewTeamMember #GuitarHero #RoadTripKing