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Jessi Summers, LSSGB®

Jessi Summers, LSSGB®

Operations Manager

Jessi has been at Summit Financial Solutions since July 2019.

Graduating from Northern Arizona University with a dual degree in Special and Elementary Education was a very significant goal for her. She then spent the next five years working in Special Education with every age group and having many impromptu dance parties with the students. She learned to build a strong foundation of hard work and patience in that field, which has constantly benefited her in her current position. Coming from a teaching background and a dedicated lifelong learner, she continues to learn more about the financial field daily.

She enjoys helping everyone in the office with anything related to technology. She spends most of her time working on mastering all the ins and outs of paperwork and making the best processes for the office to run well.

Jessi is a certified Lean Six Sigma Green Belt and is currently working towards mastering the Black Belt. This allows her to ensure the office stays focused on the client's voice in the most efficient way possible.

When Jessi is not at work, she is hiking, biking, rock climbing, or doing hot yoga somewhere. She loves being on top of the Superstition’s Ridgeline or deep within the Colorado Trail. She loves being active!

Jessi married the love of her life in February 2022 and now has an official adventure buddy for all the above activities!

Helpful Recommendations- books, podcasts, and trainings!

The Goal by Eliyahu M. Goldratt, the People and Projects Podcast, The Culture Code and The Talent Code by Daniel Coyle, Dedicated by Pete Davis, So Good They Can’t Ignore You by Cal Newport, do some Lean Six Sigma training (or any project management tool), When: The Scientific Secrets of Perfect Timing by Daniel H Pink, Do Nothing by Celeste Headlee and Cheaper by the Dozen by Ernestine Gilbreth Carey…