Liliya Gubceac, CRPC®
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. Lily is a Chartered Retirement Planning Counselor (CRPC®) and an Investment Advisor Representative of Commonwealth Financial Network. She holds the FINRA Series 7, 65 and 66 securities registrations.
For over 15 years, Lily was a Registered Financial Assistant to Randy Morris and his clientele. In January of 2022, Lily transitioned into the role of Service Advisor for the Scottsdale office. This position allows Lily to do what she is most passionate about which is helping clients in a more personal and proactive way in reaching their financial "Summits". Lily passionately loves her job. She genuinely cares about the people she serves and strives to make a difference in their lives.
Lily and her family live in Anderson, SC. Lily enjoys traveling, being outdoors with her three children, reading, learning and volunteering with interpretation and translation services. She attends the Summer of God Church in Anderson, SC.