People often ask, "What makes Summit different than any other wealth management company?" Our response: "The team!" Our entire staff is made up of incredible talent, knowledge and experience, uniquely assembled to enable us to provide the highest level of service to our clients.
The Circle of Excellence awards are a way we can highlight individual performance among our incredible team of employees, each category representing a different skillset. The 2021 Circle of Excellence recipients to date are listed below. If you make it in to one of the branch offices represented below, be sure to give a COVID-friendly air high-five to these individuals!
Summit’s Helping Hand Award is given to an individual who is committed to a common purpose, share specific performance goals, and hold each other mutually accountable.
Individuals nominated should exhibit the following qualities:
Pam is consistent in performing high in all of above-mentioned categories. Specifically in the month of April, several staff were out of the office and Pam stepped up and took charge. She made certain that all the daily duties in the office were taken care of, even with the phone ringing off the hook! She was cheerful and graceful when asked to help with tasks that normally fell on others in the office. Pam is really good about this every day, but she really shone brightly when we needed her most!
Summit’s Super Satisfactory Expialidocious Award is given to an individual who surpasses client expectations by attending to our client’s needs while displaying professionalism.
Becky is always warm and friendly in her interactions with those she encounters. Certain times during the year our Madison office becomes extremely busy with back to back meetings. During these busier times, Becky provides the same level of client service that she does on a normal day.
Becky has worked with clients for many years and knows each client’s “story”. Becky has developed strong relationships with her clients and shares in their joys and sorrows. Becky’s client service skills are exceptional. She is a huge asset to Summit and is very deserving of this award.
Summit’s Standing Ovation Award is given to an individual that strives to constantly develop new and existing skills to increase their overall performance within the company.
Nicole consistently demonstrates the ability to keep the work flowing in the planning department and steps in wherever she is needed. When you speak to Nicole, you hear the passion she has for planning and her eagerness to share her knowledge. She tackles challenges with a positive attitude and enthusiasm.
Summit’s Beyond the Call of Duty Award is given to an individual who has a passion for their work and demonstrates a strong feeling of support and loyalty for Summit, and by exhibiting the following qualities:
Lacey received this reward because of her consistency in going above and beyond for our clients. She is quick to take on additional responsibilities, performs her job at a high level and demonstrates an extraordinary commitment to clients. Each interaction with Lacey is pleasant and her sense of humor will have you laughing in no time!
Summit’s Rockstar Rookie Recognition is given to an individual that has made a huge impact in their first year of employment with Summit and exhibits the following qualities:
Jessica has completely owned her role, and beyond. She handles clients with professionalism, takes care of scheduling with ease, produces useful reports for the advisors, contributes meaningfully in conversations with good ideas, and looks for ways to professionally develop on her own accord.
Learning and improving is a life-long process. Employees learn from their failures and improve their skills.
Summit’s Green Thumb Award is given to an individual who displays exemplary improvement at their respective work. They display the eagerness to fuel the zeal amongst the other employees to rise above, paving the way towards continual improvement and by exhibiting the following qualities:
Starr not only exhibits these described traits but she always steps up and goes above and beyond what is expected of her. She fully supports the team and is always there to help out in any aspect.