Darla Elmore

Darla has been with Summit Planning Group since 2000. As a Client Service Specialist, she works with our management team to help prepare client portfolio reviews and is an instrumental member of the research team for our managed portfolios. Darla also is responsible for preparation of scheduled client updates and reviews and overseeing client investment trading.

Prior to becoming a member of the Summit Planning Group team, Darla worked for ten years in the service industry, with a focus on high-touch customer service.

The Summit Difference for Wealth Management

Once you decide to become a Summit Planning Group client, we will work with you, tailoring your investments to your needs while working to ensure that they are also appropriate within bigger scope of the world economy. Our managed accounts are monitored on a daily basis, in an effort to ensure that your portfolio is adjusted as economic conditions change. No "buy and hold" - your portfolio is designed to be reflective of your goals AND in sync with the "big picture."