Erin Haubner is an experienced HR and operations leader with a proven track record across multiple industries, including finance, technology, and healthcare. Currently serving as the Director of HR & Operations at Summit Financial Group, LLC since 2016, Erin successfully led a return-to-office initiative post-COVID-19 that achieved a 95% retention rate. Previous roles include HR Operations Consultant positions at Unity Technologies and Zillow Group, where Erin focused on recruiting and benefits program consulting, respectively. As the Director of Client Services & Operations at Wealth Management Associates, Erin enhanced client services for a substantial client base of over 500. With foundational experience as a Director of Human Resources at Letstalk.com and as an HR Business Partner at Prints Plus, Erin has a comprehensive background in HR system enhancements, talent acquisition, and operational management, supported by a Bachelor of Science degree in Industrial & Organizational Psychology from Saint Mary's College of California.
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Summit Financial Group, LLC
Summit is a high-touch, boutique independent practice with more than 20 years of experience working with successful and happy advisors. We’re welcoming a community of like-minded peers available for sharing insights and best practices. We champion advisors with the resources and support you need so you can focus on what matters most: cultivating client relationships and growing your business. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Important Disclosure Information: http://raymondjames.com/smicd.htm Summit Financial Group LLC is not a registered broker/dealer and is independent of Raymond James Financial Services.