Aimee serves as the Executive Assistant for Nathan Bennett and his team at Summit Financial Group. She joined Summit in May 2025, bringing more than 10 years of experience in project coordination and administrative support across the retail and oil & gas industries. Now embarking on a new chapter in the financial sector, Aimee is eager to contribute her skills while continuing to grow professionally.
A Bay Area native, Aimee earned her bachelor’s degree in business administration with a focus on marketing management from California State University, East Bay in 2018.
Outside of her professional role, Aimee enjoys spending quality time with her family and friends, staying active at the gym, exploring local hiking trails, and attending professional sporting events.
Securities offered through Raymond James Financial Services, Inc., member FINRA /SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Summit Financial Group, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services. 2000 Crow Canyon Place, Suite 450, San Ramon, CA 94583.