Summit Legacy Strategies Information
Contact top employees from
Summit Legacy Strategies
Summary
Comprehensive financial planning firm focused on providing best in class service to our clients and a forward thinking work environment for our Advisors. ...Show more
Industries
Financial Services
Headquarters Location
Employees Size
10-50 employees
Founded
2023
Contact Summit Legacy Strategies
Organization Website
Phone Number
512.585.5624
Employees Turnover 2 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Current employees switched from
Length of Employment
Employee tenure at Summit Legacy Strategies shows a diverse range of experience levels:
33% have been with the company for less than 1 year67% for 1–2 yearsEx-employees positions
In Company
In New Company
Contact top employees from
Summit Legacy Strategies
Brent Walker
Financial Representative
Dayna Schmidt
New Business Director
John Walker
Financial Representative
Daniel Nelson
Senior Financial Advisor
Rick Demko
Managing Director
Roland Desharnais
Financial Services Representative
Guadalupe Mata
Wealth Strategist
India Thomas
Agency Sales Trainer
Kristen Fuhrman
Financial Planner
Quinn Cannella
Financial Professional
Nicholas Clark
President
Alan Liljegren
Managing Associate - Financial Advisor
Ekaterina Iakhina
Financial Professional
Omar Saeed
Financial Professional
Damian Sanchez
Financial Advisor
William Cunningham
Financial Services Professional
Sydnee Hart
Marketing Coordinator
Oscar Alexander Flores
Financial Professional
Kate McConnell
Executive Assistant to Chief Executive Officer
Elizabeth Shuler
Office Manager
