Rock House Financial is pleased to introduce another new member to our team: Summer Parry has joined the firm as a financial analyst.
Growing up in a large family with financially astute parents, Summer learned the importance of money management at a young age. In her college years, she initially pursued a degree in nursing, but quickly realized she excelled at finance much more than chemistry. She changed direction and headed to business school, where she felt her skillset was better utilized. She will graduate from Brigham Young University this spring with a B.S. in finance.
Summer has a passion for teaching the importance of financial management and education. Throughout her time in college, she has been actively involved in several university clubs, including the Personal Finance Club, Women in Finance, and the Wealth Management Association. As president of the latter, she mentors underclassmen in navigating the path to a career in wealth management.
As a financial analyst at Rock House Financial, Summer will help the advisors build financial plans and conduct research. She also provides client support and may be seen in meetings taking notes. Additionally, she sends clients emails requesting information to help advisors gain better insights. Behind the scenes, Summer will be helping the team with in-depth analysis for tax planning, investment management retirement income, and other projects. Summer plans to obtain her CERTIFIED FINANCIAL PLANNER® designation in the next two years.
When she’s not working, Summer enjoys going on runs with her husband, Sam, in the beautiful Utah canyons. Growing up in Northern California, she had to adjust to the climate in Utah, but she loves the mountains in her backyard. Her favorite calling in life is being an aunt to her six adorable nieces and nephews. Summer has also traveled to more than 10 countries and has her sights set on visiting many more.
Help us welcome Summer to the Rock House Financial team.
