Kathryn Olson is a member of Summit’s wealth management and financial planning team, serving as a Financial Planning Analyst. In this role, Kathryn is responsible for client communications, coordinating meetings and management of client follow-through. She assists with the creation and application of workflows and procedures to improve efficiency and enhance client experience. She also maintains daily operations, assisting internal team members with communications and reporting.
Additionally, Kathryn works as a paraplanner, preparing financial analyses and assisting the advisors in the development of financial plans for clients. She performs product research, obtains illustrations and uses analytical software to review a client’s existing financial picture. Working directly with Summit’s financial planners and investment advisors, Kathryn assists in the development of personalized and comprehensive financial plans.
Kathryn earned a Bachelor of Business Administration, Finance from Towson University. She served as Public Relations Vice President for Alpha Xi Delta and was a student member of the National Society of Collegiate Scholars.
Kathryn Olson is a member of Summit’s wealth management and financial planning team, serving as a Client Service Specialist. In this role, Kathryn is responsible for client communications, coordinating meetings and management of client follow-through. She assists with the creation and application of workflows and procedures to improve efficiency and enhance client experience. She also maintains daily operations, assisting internal team members with communications and reporting.
Additionally, Kathryn works as a paraplanner, preparing financial analyses and assisting the advisors in the development of financial plans for clients. She performs product research, obtains illustrations and uses analytical software to review a client’s existing financial picture. Working directly with Summit’s financial planners and investment advisors, Kathryn assists in the development of personalized and comprehensive financial plans.
Kathryn earned a Bachelor of Business Administration, Finance from Towson University. She served as Public Relations Vice President for Alpha Xi Delta and was a student member of the National Society of Collegiate Scholars.
