Soleil 8 X 10 Updated

Soleil Lum, CFP®

Associate

Soleil Lum joined Summit in 2016 as an Executive Administrator. Soleil focuses on client service and operations. Prior to joining Summit, Soleil worked as Director of Operations at Northwestern Mutual in Shreveport, Louisiana, as well as a Community Educator for HealthCARE Express.

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Dawn Burgess

Dawn Burgess

Associate

Dawn Burgess joined Summit in 2018 as our Office Administrator. She focuses on client service and administrative support.

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