Lily joined Summit Wealth Group as an intern in May of 2006 and served our office as an Administrative Assistant while finishing her last semester at University of Colorado at Colorado Springs. In 2007, Lily graduated Magna Cum Laude with a Bachelor of Science in Finance. She holds the FINRA Series 7 and 66 securities registrations (through Commonwealth Financial Network).
For over 13 years, Lily has been assisting Randy Morris and our clientele as a Registered Financial Assistant. Lily passionately loves her job. While solving client issues and concerns, she genuinely cares about the people she serves and strives to make a difference in their lives.
Lily and her family live in the Sacramento, CA area. She enjoys traveling, being outdoors, fitness activities, reading, learning and volunteering with interpretation and translation services. She also is passionate about mentoring young single women and teenage girls at their church.