Broker Check
Gayelynn Miller

Gayelynn Miller

Office Administrator / Client Services Coordinator

 

PROFESSIONAL EXPERIENCE

Gayelynn (Lynn) Miller joined Summit Planning Group in 2014 as the Office Administrator / Client Services Coordinator.  She has 15 years of professional experience in the financial planning, insurance and tax industry. 

As the Office Administrator, Lynn is responsible for managing the accounting and administrative office operations of both Summit locations. 

In her role as the Client Services Coordinator, Lynn works with the advisors to provide support with the preparation of client account documents as well as open and maintain client accounts to ensure Summit clients receive exceptional service.  She also provides investment research support for each of the advisors.

Prior to joining Summit Planning Group, Lynn managed the office operations, client communications and marketing of a financial planning firm.