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!
Qualities of a good leader include integrity, accountability, empathy, humility, resilience, vision, influence, and positivity.
Summit’s Transcending Everest Award is given to an individual who demonstrates a unique ability to guide and inspire others.
Individuals nominated should exhibit the following qualities:
Comment from a Summit employee: "Randy is the epitome of a good leader. He embodies many admirable qualities that include dedication, loyalty, integrity, humility, compassion, empathy, and empowerment. Randy has a lot to do with why Summit is a such a special company. I truly believe that he wholeheartedly cares for every single person who works for Summit. He is encouraging and inspirational. His commitment to Summit's mission and employees is clearly fueled by his passion to serve others. His heart shines through his actions and genuine smile."
Summit’s Making a Difference Award is given to an individual who offer something that is not required or is an obligation. For others it provides an opportunity to develop new skills or build on existing experience and knowledge.
Nate volunteers his time by serving on the Board of Directors for the Never Alone Foundation and is passionate about the mission of this organization.
The Never Alone Foundation is committed to the international adoption community by providing a common place in which to discover kindred fellowship in family.
One of the big events the foundation puts on is a ball in which many team members from the Colorado Springs office participate. If you ever speak to Nathan about this foundation, you will hear his passion to help the foundation succeed. Congrats, Nate!
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.
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.