- About Us
- Why Summit?
Moira joined Summit Financial Strategies, Inc., the personal financial management and tax planning division of Summit Financial Corporation in 2014. As Administrative Assistant to Trish Gildea, CFP®, Moira is responsible for Customer Service, Office Management, Records Management and Communication Support. As the Strategies Team Administrative Assistant, Moira provides administrative support to the wealth management advisors and CPA’s.
Prior to her employment at Summit, Moira’s background includes over 20 years as a Communications Professional and Educator.
Outside the office, Moira pursues her interests in theatre performance, gardening, and quality time spent with family and friends.