Vanessa joined the Summit Financial Foundation board because she wanted to be a part of the effort from its beginnings and watch it grow. She’s proud of the way Summit Financial Group and its leadership is making an impact and giving back to the community through organizations such as Rooms of Hope and Canine Companions. “Giving back is something we have always talked about at Summit so it feels great to be a part of this Foundation,” said Vanessa, who joined Summit Financial Group as an advisor in 2008. Vanessa lives in Danville with her husband and three rambunctious boys.
Rachael Kepke, CFP®, Vice President, Summit Financial Group Manager of Financial Planning and Professional Services
Growing up in Girl Scouts, Rachael is no stranger to giving back to the community. She was honored to be asked to join the Summit Financial Foundation board, helping the organization reach its goal of supporting local charities in the area. Rachael has been involved with Summit Financial Group’s Annual Charity Golf Tournament since 2014 and has worked with Rooms of Hope to build a dream room for a critically ill child. Rachael looks forward to discovering new charities and ways we can help those in need in the years to come.
Teresa Hookey, Treasurer, Summit Financial Group Controller
Teresa’s desire to serve, coupled with her accounting knowledge, has afforded her opportunities to volunteer with local PTA boards and various youth athletic boards. From the time she joined the Summit Financial team in 2006, Teresa has loved supporting the many organizations that the company has partnered with for the Summit Financial Group Annual Charity Golf Tournament. She is pleased to serve on the foundation board and looks forward to discovering new opportunities to contribute to great philanthropic causes in our communities. Teresa lives in Danville with her husband, Steve, and has three daughters.
Tami Miceli, Secretary, Summit Financial Group Executive Assistant
Tami is passionate about effecting positive change in her community. She joined the board to be involved in bringing hope to those in need and expand the reach of compassion. Tami is a firm believer in the importance of education and empowerment in philanthropy. She donates her time and resources to her local church and several non-profit organizations in the Bay Area. She was proud to see the foundation quickly step up in response to the recent fires in the Napa Valley. Tami lives in Dublin with her husband, Tony, and their three children.
Nathan Bennett, CFP®, CBEC®, ChFC®, CLU®, Member at Large, Summit Partner, Financial Advisor
Nathan believes it is an honor and privilege to make a difference in the community his friends and family call home. As a partner at Summit Financial Group, he and business partner Steve Wilcox have long believed that company success should provide the ability to give back and make a difference. It is exciting to see that work coming to fruition in the form of the Summit Financial Foundation.
In addition to work, family, and the Summit Foundation, Nathan serves on the board of Rooms of Hope, is a coach for youth sports, and mentors young professionals. Nathan and his family live, play, and, on occasion, get to relax in Pleasanton.
Steven Wilcox, CAP®, CFP®, ChFC®, CFS, Past President, Summit Financial Group Partner
Steve makes community service a professional and personal priority. A lifetime subscriber in the theory of abundance, he believes all individuals and organizations benefit from giving back to the community. Steve has served on many non-profit boards throughout the community, and is a past president of his rotary club and Leadership San Ramon Valley. As a partner at Summit Financial Group, LLC, he was instrumental in forming the Summit Charity Golf Tournament which raises money for a deserving local charity each year. Through that process, and with the hope that the spirit of Summit giving will live on for generations to come, he and business partner Nathan Bennett created the Summit Financial Foundation. Steve lives in Danville and has three children: Christopher, Shelby, and Colton.