Sammie joined Summit Financial Group in March 2026, bringing a well-rounded background shaped by experience in economic development, project coordination, operations, and administrative support. Her career across service-driven industries has equipped her with a strong foundation in organization, relationship management, and client care.
As Client Services Coordinator to Financial Advisor Gina Morais, Sammie supports day-to-day administrative tasks for Gina’s thriving practice while helping create a seamless and positive experience for every client. Most recently, she worked closely with small business owners to provide insurance solutions, further strengthening her service-first approach. She is known for her responsiveness, attention to detail, and genuine care in every interaction.
Sammie earned her bachelor’s degree in Recreation Management and Communications from Eastern Washington University. She and her husband live in Spokane Valley, Washington, where they enjoy spending time with their three black labs, Dunder, Mifflin, and Toby (They are big fans of The Office). A proud aunt to nine nieces and nephews who all live nearby, Sammie values staying closely connected with family.
Outside of work, she enjoys gardening, reading, and spending time outdoors, whether hiking, being on the water, or exploring the natural beauty of the Pacific Northwest.
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. 2633 Camino Ramon, Suite 200, San Ramon, CA 94583.