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Team

Summer Miller

Client Relationship Manager
Summer Miller holding her Spartan race medal
About Summer

Summer joined the financial industry in 1999 and handles day-to-day client communication, new accounts and transfers, and administrative needs.

She lives in Chino Hills with her husband John and their two daughters, and is always up for a Spartan Race, a HYROX competition or a Peloton challenge.

Next Steps

More time for the life behind the plan.

We take on the operational heavy lifting and see every detail through to completion.