Kathryn Olson joined Summit Financial in December of 2017. Currently, she serves as Financial Planning Assistant, acting as both a member of Summit’s wealth management and financial planning teams. Kathryn is deeply involved in all aspects of the financial planning process for clients. She leads the analysis from the discovery phase through to the implementation phase. This includes staying up to date with the ever-changing rules and regulations impacting the financial services landscape.
Kathryn is responsible for coordinating meetings and managing client follow-through. She maintains daily operations, assisting internal team members with communications, reporting, and workflows to improve efficiencies/enhanced client experience.
Kathryn earned a B.S. in Business Administration with a concentration in Finance from Towson University. A lifetime Maryland resident, Kathryn grew up in Frederick, MD, and currently resides in Baltimore City.