Summit Financial
Tammy LaBanca, MBA, serves as a Client Relationship Manager at Summit Financial, overseeing operations in investment, insurance, and financial planning, while supervising services for high-net-worth clients since April 2022. Previously, Tammy held multiple roles at Chase from July 2019 to April 2022, focusing on customer service and business growth as a Relationship Banker and Small Business Specialist. Tammy's experience as a Financial Advisor at Northwestern Mutual included developing comprehensive financial plans and implementing sales strategies. Earlier career positions include Branch Manager at JPMorgan Chase, Assistant Branch Manager at Washington Mutual Bank, and Loan Officer at Gateway Funding. Tammy holds an MBA from Purdue Global and a Bachelor of Science from Arizona State University.
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Summit Financial
Summit Financial, LLC, delivers comprehensive fee-based financial planning services to high net worth individuals such as successful business owners, Wall Street executives, members of the entertainment industry, sports figures and high net worth individuals from all industries.