Team Member Details
About Me
Summer Holt joined Plancorp as a Financial Planner after graduating from Miami University's Farmer School of Business with a Bachelor of Science in Finance. Originally from St. Louis, she returned home to begin her career in financial planning and help clients work toward their goals through thoughtful, personalized guidance.
While at Miami University, Summer explored her interest in finance through both academic and leadership opportunities. She served as Vice President of Finance for Zeta Tau Alpha, where she managed the chapter's annual budget, and was involved with organizations including Women Who Invest and Phi Gamma Nu professional business fraternity. These experiences helped strengthen her interest in financial planning and in building meaningful relationships with the people she serves.
As she begins her career at Plancorp, Summer is excited to continue learning, deepen her financial planning knowledge, and help clients navigate the decisions that shape their financial lives.
Outside of work, Summer enjoys staying active, spending time outdoors, and making jewelry.
While at Miami University, Summer explored her interest in finance through both academic and leadership opportunities. She served as Vice President of Finance for Zeta Tau Alpha, where she managed the chapter's annual budget, and was involved with organizations including Women Who Invest and Phi Gamma Nu professional business fraternity. These experiences helped strengthen her interest in financial planning and in building meaningful relationships with the people she serves.
As she begins her career at Plancorp, Summer is excited to continue learning, deepen her financial planning knowledge, and help clients navigate the decisions that shape their financial lives.
Outside of work, Summer enjoys staying active, spending time outdoors, and making jewelry.
Education
- B.S. in Finance, Miami University Farmer School of Business.
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