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2021 Summit Circle of Excellence Award Recipients

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! 

Beyond the Call of Duty Award (Dedication)

Lacey Morrison - Meridian, MS

Lacey Morrison - Meridian, MS

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:

  • Positive attitude
  • Punctuality / high attendance for all work-related events and meetings
  • Flexibility, especially when it comes to change
  • Demonstrates initiative
  • High work ethic
  • Reputation of getting things done
  • Positive attitude and demeanor in personal interactions with other employees and/or clients.

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!


Rockstar Rookie Award (New Employee)

Jessica Magnuson - Lakewood, CO

Jessica Magnuson - Lakewood, CO

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: 

  • Delivers a significant benefit or value to Summit
  • Places team goals above personal goals while achieving a distinctive result or product
  • Reliable, Flexible, Self-Motivated
  • Works with a variety of personalities, conditions, and willing to adapt to address unfamiliar or changing obstacles.
  • Work ethic is fueled by a personal desire to succeed, rather than drawn from an external source.
  • Emotionally invested in their work, which yields better outcomes.
  • When presented with a tricky problem, they are persistent and dig their teeth in rather than admitting defeat.
  • Make themselves understood and do not hesitate to ask others for clarification when necessary

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. 


Green Thumb Award (Growth)

Starr Paulson - Lone Tree, CO

Starr Paulson - Lone Tree, CO

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:

  • Putting in the extra effort to take their game to the next level
  • Ability to tackle big projects
  • Excel in their chosen area of focus
  • Drives excellence by fostering appreciation and strengthening relationships
  • Commitment to initiatives that support professional development

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.