• Summer Matthews

    Relationship Manager

With over a decade of experience in the financial services industry, Summer is a seasoned professional dedicated to helping clients achieve their financial goals. Summer’s career spans a diverse range of roles, including financial advising, banking, credit, loan, and risk management, where she has consistently provided clients with personalized guidance and tailored solutions. Known for her entrepreneurial mindset and strategic thinking, she excels in identifying clients' needs and developing effective plans to address them.

Summer is passionate about building strong, long-lasting client relationships, and her exceptional interpersonal skills make her a trusted advisor. She holds certifications in Life and Health Insurance and has completed coursework toward the Certified Financial Planner® (CFP®) certification, further expanding her expertise in the field.

Outside of her professional life, Summer enjoys spending time outdoors with her children, whether it’s hiking, traveling, or playing tennis. Her love for staying active and exploring new places reflects her commitment to living life to the fullest and creating meaningful memories with her family.