Summer strives to create unique, memorable and personal relationships with each of Pelorus Capital Management clients. She is exceptionally responsive to the needs, wishes and requirements of clients. Summer commits daily to providing a concierge level of service and personal attention that clients deserve.
Summer joined the financial industry in 1999. Her role on the team varies from day-to-day communication with clients, opening and transferring of new accounts, as well as servicing clients’ administrative needs, providing on-line assistance and more.
Summer lives in Irvine with her husband, John and their two daughters. Summer and her family enjoy traveling, hiking and doing anything outdoors that lets them soak up the California sun. Summer is always up for a challenge and has been known to go zip lining, participate in Spartan Races, and enter into multiple Peloton Challenges.