Summit Financial
Kathy Miles is an experienced financial professional with a diverse background in investment coordination, client services, and financial management. Currently serving as an Investment Coordinator at Summit Financial since August 2015, Kathy's previous roles include Client Services Manager at Crane Wealth Management and Treasurer at St. Alban's Episcopal Church. Early in the career, Kathy held positions as an Associate Agent at Northwestern Mutual Financial Network and an Officer at both Deustche Bank and HSBC, focusing on pension and investment management strategies as well as municipal bond operations. Kathy earned a BA in Marketing Management from Gettysburg College and a Bachelor's degree from Ridgewood High School.
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