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 2022 Circle of Excellence recipients to date are listed below. Join us in congratulating these all-star employees!
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.
Individuals nominated should exhibit the following qualities:
Kristin joined Summit Wealth Group in July of 2020. Previously, she worked with children at a learning center in Scottsdale as a pre-kindergarten teacher, in the front office as an office assistant, and eventually as co-director for the past 13 years. During that time, she found a passion for serving families and coworkers and making their days go as smoothly as possible.
Kristin is always warm and friendly in her interactions with those she encounters. She has quickly learned each client’s “story,” which has fostered strong relationships with new and current clients. Kristin is always excited to share their joys and be a listening ear during their sorrows. Kristin has shown that she values and prioritizes an exceptional client experience by going out of her way to help whenever possible. She is a huge asset to Summit and is very deserving of this award. Congrats, Kristin!
Summit's Helping Hand Award is given to an individual committed to a common purpose, shares specific performance goals, and holds each other mutually accountable.
Kathy is an active listener who always responds sincerely to every person she encounters. She is genuine in everything she does. If you contact her about a matter that isn't in her wheelhouse, she will help you find the correct person or go out of her way to ensure your question is answered. Kathy is patient and understanding. Congrats, Kathy!
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.
Lily consistently maintains a high level of dedication, hard work, and accountability to ensure she provides excellent client service. In addition, she is passionate about nurturing and strengthening the client experience and relationship. Lily pursues excellence in her personal and professional life, taking on the many challenges of raising three small children, working full-time, and finding the extra time to devote, define and develop her career with Summit. I've always admired Lily's work ethic, dedication, and how she continually demonstrates our Summit purpose and values. Congrats, Lily!
Summit’s Beyond the Call of Duty is given to an individual who has a passion for their work and demonstrates a strong feeling of support and loyalty for Summit by exhibiting the following qualities:
Marilyn has done an excellent job embracing the new opportunities of the Service Advisor Role- all while still performing RFA and Admin duties! She consistently goes above and beyond for our clients and often puts in extra time to ensure nothing falls between the cracks. Marilyn recently completed a checklist for the new Rollover recommendations process for the entire Summit team. Congrats, Marilyn!
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:
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:
Connor is a huge asset to the Lakewood team, the Planning Department, and Summit. He continues to tackle big projects while helping the Lakewood office in any aspect he can. He participates in client meetings, which helps him get to know the clients better. In Connor’s short time with Summit, he has grown so much. Congrats, Connor!