Kathy Perry

Director of Operations

Kathy brings a wealth of knowledge and experience to Summit Wealth Advisors, Inc. and joined the firm in 2018.  She is detail oriented and ensures that clients' needs are satisfied timely and accuarately.  Kathy has spent the majority of her career in the fnancial services industry, primarily in Kansas, and goes above and beyond to help service clients.  Kathy is an excellent cook and has helped cater Summit Wealth Advisors' annual client appreciation event.  She is kind and generous and always up for a friendly call or chat.

Phone 970-468-8800