Our seasoned advisors and service professionals have deep and diverse experience. They offer insight into an increasingly complicated and rapidly changing world. The collaborative culture at Summit ensures that each client receives the benefit of our collective knowledge without diminishing the personal touch of having a primary relationship with an advisor.
Alex Thompson joined Summit Asset Management LLC in 1999 as a Principal. In addition to being a Financial Advisor, Alex serves as Chairman, Treasurer and Chief Compliance Officer of Summit. His main areas of oversight are client investment strategies, portfolio management, financial and estate planning, Summit’s internal accounting and compliance. Alex serves on the Investment Committee and the Financial Advisory Committee.Read Bio »
Lance Hollingsworth started working at Summit in 1995 and became a Principal in 1999. Lance’s duties encompass client service, portfolio management, investment research and development, trading, and operations. He also oversees Summit’s technology implementation. Lance serves as Senior Vice President of Trading and Operations, chairs Summit’s Investment Committee, and participates on the Financial Advisory Committee.Read Bio »
John Norfleet Laughlin joined Summit Asset Management, LLC in 2001 as a Financial Advisor and became a Principal in 2007. John serves as Senior Vice President. John’s responsibilities include client service, portfolio management, business development, and strategic planning. He chairs Summit’s Financial Advisory Committee and serves on its Investment Committee.Read Bio »
Peggy Adler joined Summit in 2007 as Chief Administrative Officer. Her focus is on client service and implementing Summit’s growing administrative activities in human resources, accounting, compliance, marketing, planning, and strategy. Peggy serves as Secretary for the Board of Summit.
Sarah Russell Haizlip joined Summit Asset Management, LLC in 2006 as Senior Vice President of Client Service and a Financial Advisor. Sarah’s time is primarily spent in client service, communications, and business development. She regularly contributes to Summit’s efforts to better engage, educate, and inform clients.Read Bio »
Leslie Drummond joined Summit in 2010 as a Client Services Associate and now works as an Associate Advisor. Leslie’s focus is on client service, operations, and financial planning. Prior to joining Summit, Leslie worked in Wealth Management Services at Regions Morgan Keegan in Atlanta and Memphis and as a tax intern at The Marston Group accounting firm.Read Bio »
Soleil Lum joined Summit in 2016 as an Executive Administrator. Soleil focuses on client service and operations. Prior to joining Summit, Soleil worked as Director of Operations at Northwestern Mutual in Shreveport, Louisiana, as well as a Community Educator for HealthCARE Express.Read Bio »
Carole Watkins Minor joined Summit in 2016 as a bookkeeper. Her primary role is to handle the accounting of the firm.
Carole has a long history in accounting beginning with her career at Parts Industries Corporation, and later she owned a Padgett Business Services franchise in Germantown.Read Bio »