Registered Investment Advisor
Established 1991

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Peggy Adler


Peggy Adler
Administrative Officer
peggy@summitassetmanagement.com

Taking charge of Summit’s growing administrative responsibilities is Peggy Adler, who joined the firm in April., 2007 

A client since 1999, Peggy also worked with Steve at Leader Federal Bank before it was acquired by Union Planters Bank. This has given her a head start in understanding our needs and culture. Peggy is married to William and they have two children, Andrew and Aimee. She was most recently employed by 1st Trust Bank; now Magna Bank.

 


   A Personal Approach

   Principals
   - Stephen Rhea
   - Alex Thompson
   - Lance Hollingsworth
   - John Laughlin

   The Rest of Our Team
   - Sarah Haizlip
   - Peggy Adler
   - Amery Staub
   - Minna Glenn

        


   Beyond the Market
      -  Lance's China Trip
      -  Steve's Israel Trip
      -  John's Kili Climb