Summer has worked alongside Rich and Todd in the client service associate role for the past 13 years at both UBS Financial Services and Merrill Lynch. She is an original member of the Scissortail Wealth Management team and has managed client services since the group’s formation in 2012. She earned her bachelor’s degree in finance from the University of Tulsa and holds both Series 7 and 66 securities licenses.
As the firm’s Private Wealth Concierge, Summer serves as the first point of contact for all service-related needs which include managing daily client requests, coordinating follow-through on all inquiries, asset transfers (including fed fund wires and ACH), and client records and outgoing communications (statements, tax reporting documents, online access). She assists the team by scheduling and preparing client portfolio reviews, executing trades and handling day-to-day operations. Summer also coordinates marketing initiatives and event planning.
Summer was born and raised in Tulsa and lives here with her husband, Steven, and children, Harper and Skylar. She enjoys cheering on her daughter at soccer games, traveling with friends and family, and watching college football. In her “me” time, she enjoys fitness boot camp and cooking healthy meals. Summer is an avid supporter of Great Strides and participates annually in the walk to help raise money to find a cure for cystic fibrosis.