Steven Wilcox CAP®, CFP®, ChFC®, CFS

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.


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. 

Laurie Murthy

Treasurer, Summit Financial Group Client Services Lead

Philanthropy is hard coded into Laurie’s DNA. Starting at an early age she volunteered, alongside her family, in her church and community. She has a heart for those living with food insecurity and has spearheaded many local food drives through churches and schools for food banks in Washington, Ohio and the Bay Area. She was a literacy volunteer through the San Francisco Library and served at Mathew 25 Ministries, an international humanitarian aid and disaster relief organization, in Ohio. Laurie is honored to now serve on the Summit Foundation Board.

Kim Damiani CFP®

Board Member, Summit Financial Group Advisor

Kim is passionate about giving back. She is dedicated to organizations like Girls Soccer Worldwide and the Pleasanton Chamber of Commerce, where she received the Carol Bush Award for Outstanding Leadership in Philanthropy in 2017. Kim is excited to help fulfill the Summit Foundation’s mission to support local charities and to have an impact in our communities. She joined Summit Financial Group as a financial advisor in 2018. A Bay Area native, Kim lives in Danville with her husband and daughter.

Brendan Noonan CFP®

Board Member, Summit Financial Group Advisor

As an active member of the East Bay community, Brendan is passionate about philanthropy, principally through the Lazarex Cancer Foundation and the World Vision WASH program, which has provided safe drinking water to more than 5.5 million people in 23 countries. It is his ongoing effort to make a difference in the community, so it only made sense that Brendan joined the Summit Financial Foundation as a board member in 2023. Brendan is a Summit advisor and resides in Danville with his wife and three girls.