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Emily  Mierzwa

Emily Mierzwa

Operations Manager

Emily Mierzwa is our Operations Manager and a Registered Assistant who joined the Summit Wealth Management team in 2017. She supports Doug and Luke with all aspects of their clients' financial needs from information gathering to creating and maintaining accounts. If you have a question she can probably help, but she also knows when to get the expert involved. Emily has spent the last fifteen years in the financial industry, previously working in the banking and mortgage sectors. Emily has a Bachelor of Science degree from Fredonia State University in New York, where she majored in mathematics and minored in computer science. She holds Series 6 and 63 securities registrations, and has a NY insurance license for life, accident and health, as well as being a Notary. She and her husband Mat have been blessed with three boys who keep them very busy, but Emily hopes to travel more as they get older.