Darla Elmore profile image of Client Service Specialist from Summit Planning Group near Syracuse NY

Darla Elmore

Client Service Specialist

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.