About Caeli
Caeli supports Senior Wealth Advisor Ty Summerlin and his advisory clients. She serves as the client’s main point of contact, championing the client relationship by responding to client inquiries, managing client communications paperwork and data, coordinating client meetings, and facilitating financial transactions. Her tenacious work ethic and eagerness to forge lasting relationships with her clients make her an important asset to the client services team.
Caeli enjoys traveling, attending concerts with friends, and cheering on the Hokies. Born and raised in the Midwest, she has lived on both coasts and both American continents! She recently relocated to San Diego from Arlington.
Education and Professional Milestones
-Virginia Tech – bachelor’s degree in financial planning
-Has also held other financial services roles, most recently for Bogart Wealth
-She graduated from in 2017 with a bachelor’s degree in financial planning
Caeli supports Senior Wealth Advisor Ty Summerlin and his advisory clients. She serves as the client’s main point of contact, championing the client relationship by responding to client inquiries, managing client communications paperwork and data, coordinating client meetings, and facilitating financial transactions. Her tenacious work ethic and eagerness to forge lasting relationships with her clients make her an important asset to the client services team.
Caeli enjoys traveling, attending concerts with friends, and cheering on the Hokies. Born and raised in the Midwest, she has lived on both coasts and both American continents! She recently relocated to San Diego from Arlington.
Education and Professional Milestones
-Virginia Tech – bachelor’s degree in financial planning
-Has also held other financial services roles, most recently for Bogart Wealth
-She graduated from in 2017 with a bachelor’s degree in financial planning