Soleil Lum, CFP®


Soleil Lum joined Summit in 2016 as an Executive Administrator. Soleil focuses on client services, financial planning 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.


Soleil graduated from Louisiana State University with a Bachelor of Arts in International Studies. Soleil is a CERTIFIED FINANCIAL PLANNER™ professional as granted by Certified Financial Planner Board of Standards, Inc.


She volunteers with the Friends of the Memphis Public Library.

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