STEPHANIE LOPEZ

THEODORE SPINARDI,  CFP®

STEPHANIE LOPEZ

OPERATIONS & COMPLIANCE MANAGER

After spending several years as a Legal Secretary in criminal law, Stephanie brought her administrative skills to the financial planning industry.

Summit Wealth Group welcomed Stephanie in 2020 where she manages office operations for all Summit Wealth locations. While primarily working out of the Fairfield location, Stephanie brings an excitement for building relationships with clients and creating seamless interactions.

Stephanie is a lifelong Solano County resident where she and her husband have raised 3 adult children and now enjoy being grandparents. When Stephanie isn’t in the office, you might find her serving at her local church, kayaking, volunteering for the Solano County Search and Rescue team, or enjoying a local coffee shop.

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