LPL Registered Client Services Associate
Miranda is the living definition of a people person. She brings high morale and positive energy to all her social interactions and is a strong asset to the Summit team.
Miranda believes in removing financial stressors from your life as much as possible so you can focus on what you care most about in life. Thus, her approach to client service is one of strong vigilance—always aiming for efficient and effective results for you. Her care for the success of others was so well evidenced by the free tutoring services she offered throughout her attendance of CSUCI as an Economics major.
She is securities licensed by FINRA—holding the series 7 and 66. Holding her series 7 securities registration through LPL Financial and her series 66 registration through LPL Financial and Summit Wealth Management Group, Inc.
In the community, you can find Miranda scaling indoor rock climbing walls and hiking with her blue heeler/German shepherd.