Summit Financial Group, LLC

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Summit Financial Group, LLC Employees

Employee
Years
Job
Industry
Aaron Peabody, CFP Aaron Peabody, CFP San Francisco Bay Area Details
Aaron Peabody, CFP's Summit Financial Group, LLC Experience August 2013 - Present
Job Financial Advisor at Summit Financial Group
Industry Investment Management
Experience
Summit Financial Group, LLC   August 2013 - Present
SGC Financial  May 2009 - August 2013
Los Altos Sunset Rotary   October 2009 - 2013
Bank of America  October 2006 - May 2009

Education
California State University-Sacramento   2005 — 2009
BS, Business Administration Concentration Finance

Moreau Catholic   2001 — 2005

Brendan Noonan Brendan Noonan San Francisco Bay Area Details
Brendan Noonan's Summit Financial Group, LLC Experience November 2012 - Present
Job Financial Advisor at Summit Financial Group, LLC
Industry Financial Services
Experience
Summit Financial Group, LLC   November 2012 - Present
Lazarex Cancer Foundation  June 2009 - Present
Noonan Financial, LLC   June 2010 - November 2012
Armanino McKenna LLP  September 2008 - June 2010

Skills
Retirement Planning, Strategic Financial..., Estate Planning, Investments

Education
St. Mary's College of California   2006 — 2008
BS, Accounting, Economics

University of the Pacific   2004 — 2006
Economics, Engineering

Cindy Wells Cindy Wells Oshkosh, Wisconsin Area Details
Cindy Wells's Summit Financial Group, LLC Experience May 2002 - June 2005
Job Administrative Assistant at Plexus
Industry Electrical/Electronic Manufacturing
Experience
Plexus Engineering Solutions  December 2006 - Present
Landmark Staffing  July 2005 - December 2006
Summit Financial Group, LLC   May 2002 - June 2005
Bank One  May 1996 - January 1998

Skills
Outlook, Office Administration, Administrative..., Microsoft Word, Microsoft Office, Employee Relations, Time Management, Accounting, Customer Satisfaction, Management, Leadership, PeopleSoft, Office Management, Data Entry, System Administration, Project Management, Microsoft Excel, Coordination, Training, Human Resources, Spreadsheets, Software Documentation, Purchasing, Payroll, Administration, Inventory Management, Access, Process Improvement, SharePoint

Education
Texas A&M University-Commerce   1985 — 1989

Fox Valley Technical College
Associates, Administrative Professional

Mathew Phlegar Mathew Phlegar Washington D.C. Metro Area Details
Mathew Phlegar's Summit Financial Group, LLC Experience November 2010 - April 2012
Job Project Management & Process Improvement Professional
Industry Defense & Space
Experience
SOC LLC  April 2012 - Present
Summit Financial Group, LLc   November 2010 - April 2012
Global Linguist Solutions  March 2011 - December 2011
Hatcher Law Group PC   April 2010 - August 2010
Hatcher Law Group PC   August 2008 - August 2010
Men for Change   January 2009 - July 2010

Skills
Analysis, Management, Government Contracting, Proposal Writing, Government, CRM, Program Management, Security Clearance, Employee Benefits, Microsoft Office, HRIS, DoD, Emerging Technologies, Technology..., Process Improvement, Change Management, Applicant Tracking..., CRM software, Data Analysis, Market Analysis, Qualitative Research, Business Development, Management Consulting, Project Management, Consulting, Human Resources, Defense, PeopleSoft, Internet Research, Market Research, Government Procurement, SharePoint, System Administration, Integration, SDLC, Requirements Analysis, Systems Engineering, Business Intelligence..., Workflow Applications, Business Process, Requirements Gathering, Six Sigma, QlikView, QlikView Development

Education
Radford University   2003 — 2008
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Isabel Vargas Perez Isabel Vargas Perez Merced, California Details
Isabel Vargas Perez's Summit Financial Group, LLC Experience June 2013 - September 2013
Job Customer Service Professional
Industry Cosmetics
Experience
Mary Kay Beauty Consultant  April 2009 - Present
Sears Holdings Corporation  December 2013 - February 2015
Summit Financial Group LLC  June 2013 - September 2013
Opportunity Junction  May 2013 - September 2013
Sterlent Credit Union  December 2006 - June 2008
Prudential California Realty  June 2006 - June 2007
Bank of America  January 2005 - March 2006

Skills
Skin Care, Customer Service, Cosmetics, Sales, Beauty Industry, Marketing, Makeup Artistry, Coaching, Gifts, Social Networking, Marketing Strategy, Home Based Business, Makeovers, Fragrance, Spa, Glamour, Microsoft Office 2007, Outlook, Time Management, Microsoft Office

Education
Merced College   2014 — 2015
Associate's Degree, Business Administration and Management, General

Opportunity Junction   2013 — 2013
Certificate of Completion, Administrative Field

Diablo Valley College   2011 — 2012
Business Administration and Management, General

Evergreen Valley College   1998 — 1999
General Education

Michael Chevalier Michael Chevalier Fort Collins, Colorado Area Details
Michael Chevalier's Summit Financial Group, LLC Experience January 2009 - Present
Job CERTIFIED FINANCIAL PLANNER™
Industry Financial Services
Experience
Summit Financial Group, LLC   January 2009 - Present
Northwestern Mutual Financial Network  June 2005 - January 2009

Skills
Retirement Planning, Investments, Wealth Accumulation, Investment Advisory, Financial Planning, Long Term Care, Annuities

Education
Colorado State University   2002 — 2005
Bachelor of Sciences, Mathematics, Statistics, Finance

Alisha Nicola Alisha Nicola San Francisco Bay Area Details
Alisha Nicola's Summit Financial Group, LLC Experience May 2008 - August 2008
Job Senior Human Resources Representative at Singulex
Industry Biotechnology
Experience
Singulex  January 2015 - Present
Singulex  January 2014 - Present
Singulex  January 2013 - Present
Singulex  July 2011 - Present
Bayside Solutions  August 2010 - May 2011
Enterprise Rent-A-Car  December 2009 - August 2010
Summit Financial Group LLC  May 2008 - August 2008

Skills
Benefits Administration, Organizing Meetings, Legal Compliance, New Hire Orientation, Exit Interviews, Conflict Resolution, Event Planning, Job Posting, Contract Management, Talent Acquisition, Scheduling, Technical Recruiting, Meeting Deadlines, Performance Management, Training, Job Scanning, New Hire Orientations, Cold Calling, Process Scheduler, Customer Service, Recruiting, Human Resources, Project Management, Time Management, Sales, Management

Education
California State University-Chico   2005 — 2009
BS, Business Administration

Ria Pullin Ria Pullin San Francisco Bay Area Details
Ria Pullin's Summit Financial Group, LLC Experience June 2010 - Present
Job Actor/Model
Industry Entertainment
Experience
Stars, The Agency  September 2011 - Present
Summit Financial Group LLC  June 2010 - Present
Fiducial  March 2009 - June 2010
Radio Disney  September 2007 - January 2010

Skills
Live Hosting, Experienced Home Baker, Acting

Education
Holy Names University   2008 — 2010
MBA, Marketing and Leadership and International Management

Holy Names University   2005 — 2008
Bachelors, Marketing

Laura O'Brien, CFP®, ChFC® Laura O'Brien, CFP®, ChFC® San Francisco Bay Area Details
Laura O'Brien, CFP®, ChFC®'s Summit Financial Group, LLC Experience March 2011 - Present
Job
Industry Financial Services
Experience
Summit Financial Group, LLC   March 2011 - Present

Education
DePaul University   2003 — 2004
Certified Financial Planner Certificate Program

University of Iowa   1996 — 2000
Bachelor of Arts

Jay Gilson Jay Gilson San Francisco Bay Area Details
Jay Gilson's Summit Financial Group, LLC Experience January 2015 - Present
Job Senior Director at Summit Financial Group, LLC
Industry Accounting
Experience
Summit Financial Group, LLC   January 2015 - Present
RINA Accountancy   January 1990 - December 2014
Regional Parks Foundation   2006 - 2013
The Global Alliance of CEO's   2009 - 2012
RINA Accountancy Corporation  January 1988 - December 1999
KPMG Peat Marwick  June 1984 - December 1987
RINA Accountancy Corporation  August 1979 - June 1984

Education
Golden Gate University   1995 — 2000
Masters

Golden Gate University   1976 — 1979
Bachelor of Science

Cody C. Smith, CFP® Cody C. Smith, CFP® San Francisco Bay Area Details
Cody C. Smith, CFP®'s Summit Financial Group, LLC Experience September 2006 - Present
Job Financial Advisor at Summit Financial Group, LLC
Industry Financial Services
Experience
Summit Financial Group, LLC   September 2006 - Present

Education
California State University-Chico   2004 — 2006
B.S. in Business Administration, Financial Services; Economics

Oregon State University
Business Administration - Finance; Economics

Wade J. Westhoff, CFP®, AIF® Wade J. Westhoff, CFP®, AIF® San Francisco Bay Area Details
Wade J. Westhoff, CFP®, AIF®'s Summit Financial Group, LLC Experience February 2013 - Present
Job Financial Advisor
Industry Financial Services
Experience
Summit Financial Group LLC  February 2013 - Present
Cetera Advisor Networks LLC  June 2002 - January 2013
Wells Fargo Bank  September 2001 - May 2002
Wells Fargo Investments  May 1999 - September 2001

Skills
Wealth Management, Retirement Income..., Family Office, Financial Planning, Investments, Asset Management, Investment Management, Independent Advisor, Asset Accumulation, Asset Preservation, Retirement Planning, Estate Planning, Income Distribution, Strategic Financial..., Retirement

Education
Oregon State University   1988 — 1993
Bachelor's degree

California High School

Michael Schomaker Michael Schomaker San Francisco Bay Area Details
Michael Schomaker's Summit Financial Group, LLC Experience 2015 - Present
Job Financial Advisor at Summit Financial Group LLC
Industry Financial Services
Experience
Summit Financial Group, LLC   2015 - Present
Safeway  2005 - 2015
The Clorox Company  1998 - 2005

Skills
Forecasting, Leadership, Financial Planning, Management, Consumer Products, Finance, Competitive Analysis, Financial Modeling, Retail, P&L, P&L Management, Variance Analysis, Strategic Financial..., Budgets, Income Statement, Cost Accounting, Hyperion Enterprise, Hyperion, Essbase, Financial Forecasting

Education
San Jose State University   1996 — 1998
BA, Finance

Tamila Miceli Tamila Miceli San Francisco Bay Area Details
Tamila Miceli's Summit Financial Group, LLC Experience August 2015 - Present
Job Executive Assistant at Summit Financial Group, LLC
Industry Investment Management
Experience
Summit Financial Group, LLC   August 2015 - Present
KKP Financial and Insurance with Ameriprise Financial   February 2015 - August 2015
Fort Point Capital Partners   February 2014 - October 2014
The Portola Group Inc.   March 2000 - January 2014
The Portola Group  June 1994 - March 2000

Skills
Manage Client..., Client Services, Client Relations, Accounts Receivable, Client Billing, Asset Management, Wealth Management, Trading, Mutual Funds, Equities, Asset Allocation, Investments, Fixed Income, Asset Managment, Portfolio Management, Strategic Financial..., Investment Management, Investment Advisory, Finance, Alternative Investments, Financial Planning, Management, Team Leadership, Investment Strategies, Financial Advisory, Marketing

Education
San Jose State University   1991 — 1994
BA, Music

Gina Morais Gina Morais San Francisco Bay Area Details
Gina Morais's Summit Financial Group, LLC Experience January 2012 - Present
Job New Accounts Coordinator at Summit Financial Group, LLC
Industry Financial Services
Experience
Summit Financial Group, LLC   January 2012 - Present
Arakelian Wealth Management   May 2007 - December 2011

Skills
Customer Service, Sales, Management, Team Building, Marketing, Retirement Planning, Leadership, Wealth Management, Time Management, Budgets

Education
Colorado State University

Breanne Powers Breanne Powers San Ramon, California Details
Breanne Powers's Summit Financial Group, LLC Experience May 2015 - Present
Job Accounting
Industry Financial Services
Experience
Summit Financial Group, LLC   May 2015 - Present
ValleyCare Health System  January 2011 - May 2015
A & J Fencing   September 2006 - June 2011

Skills
Microsoft Excel, Microsoft Word, Outlook, Microsoft Office, Customer Service

Education
California State University-East Bay   2004 — 2007
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies

California High School   2000 — 2003

Jon Hickerson Jon Hickerson Greater Nashville Area Details
Jon Hickerson's Summit Financial Group, LLC Experience January 2003 - January 2004
Job Sr. Business Systems Analyst / Billing Manager at Valutec Card Solutions
Industry Information Technology and Services
Experience
VALUTEC CARD SOLUTIONS, LLC   January 2004 - Present
SUMMIT FINANCIAL GROUP, LLC   January 2003 - January 2004
METLIFE, INC  January 2001 - January 2002
METLIFE, INC  January 2000 - January 2001

Skills
Process Improvement, SQL, Microsoft Excel, Software Project..., Analysis, Change Management

Education
Emory University   1995 — 1999
B.A, Political Science