As a cancer survivor and a dedicated provider for her family, Gina leaves nothing to chance. Her journey through cancer treatment and the accompanying uncertainties have reinforced her belief in the critical importance of financial planning through informed decisions. Her family is her top priority, a sentiment she extends to her clients. Gina's mission is to ensure that families are always well-cared for—today, tomorrow, and always.
Through meticulous planning, Gina assists clients with two of life's three pillars: health, wealth, and family. Recognizing that life can change unexpectedly, she creates tailored paths to help clients achieve their financial goals through investment management, risk management, retirement planning, and legacy planning. The financial planning process, which Gina firmly believes in and adheres to professionally, is the cornerstone of her approach to assisting clients with their financial decisions.
Gina's attention to detail and unwavering desire to help others enable her to craft specialized plans that lay a solid foundation for her clients to achieve life's significant milestones. She cherishes hearing stories of clients sending their children to college, enjoying travel, retiring early, and spoiling grandchildren.
In 2025 and 2026, Gina was honored as one of Forbes' Top Women Wealth Advisors. She also earned the Private Wealth Advisor designation from Raymond James. This designation reflects her expertise in managing the financial concerns of families, individuals, and organizations of significant wealth, as well as her mastery of the methods and resources necessary to support their complex financial needs.
Gina joined Summit in 2012 and holds a bachelor's degree in financial planning from Franklin University. Outside of the office, she enjoys spending time with her husband, Tony, and their three children, AJ, Kylie, and Danika.
Gina holds WA Insurance Lic.#928062 and CA Insurance Lic.#0K55588, and Series 7 and 66 securities registrations.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Private Wealth Advisor is a designation awarded by Raymond James to financial advisors who have demonstrated mastery in anticipating and managing the expansive financial needs of high-net-worth individuals, families and organizations.
The Forbes ranking of Best-In-State Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. This ranking is based upon the period from 6/30/24 to 6/30/25 and was released on 02/04/2026. Research Summary (as of February 2026): 51,403 nominations were received and 2,852 women won. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/lists/best-in-state-women-advisors for more info.
The 2026 Forbes ranking of America’s Best-In-State Wealth Management Teams, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2024 to 3/31/2025 and was released on 01/07/2026. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 12,787 team nominations, 6,149 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state for more info.