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Summer Larzelere

Senior Tax Consultant
Education and Credentials

As a Senior Tax Consultant, Summer Larzelere is a dedicated tax professional at SteelPeak Wealth with 10 years of experience in the tax industry. She received her Bachelor of Arts Degree in Accounting from Lakeland University in Sheboygan, WI.

Throughout her career, Summer has enjoyed helping clients navigate the complexities of tax planning and compliance, offering personalized strategies to optimize their financial well-being. Her expertise extends across various sectors, including individual and corporate taxation, where she is known for her meticulous attention to detail and her ability to simplify complex tax concepts for her clients.

Outside of her professional life, Summer loves spending her free time paddleboarding along the Atlantic Coast waterway, playing the piano, and cherishing moments with friends and family.

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Career Highlights
Why did you get into wealth management?
What do you enjoy most about the work you do for SteelPeak clients?
What do you love to do outside of work?
What is your favorite book or quote?
Schedule a Meeting with
Summer
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

Other Team Members

Rina Pineda, CPA, MST
Director of Tax Consulting
Nicolo Gori
Client Service Associate
Colin Kapp
Director of Marketing
Pete Alliegro, CFA
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Amalia Uribe
Human Resources Manager
Joshua Fein
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Mark Koellner, CFP®, CRPC®
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Billy Yeh
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Michelle Nanoff
Senior Client Service Associate
Rich Winer
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Morten Roness, MBA
Vice President, Wealth Advisor
Kim Zajic
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Director of Alternative Solutions
James Cordle
Senior Trader
Tyler Resh
Chief Growth Officer
John Perry, CPFA, CDS
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Daisy Stinson
Client Service Associate
Ceasar Garvida, CFP®, CIMA®
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Katherine Neto, AWMA®
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Jim Bray, CFP®
Sr. Vice President, Wealth Advisor
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Kingsley Choi
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Brendan Finnerman
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Christine Mueller Coley, CFP®, CDFA®
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Reza Zamani, AIF®, CPM®, CFS®, CAS®
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Business Development Coordinator
Leonard Green
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Vladislav Donets
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Victoria Harding
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Chris Shelburne
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Airene Williamson
Chief Legal Officer
Andrew H. Jacobson
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Joseph Brandolino
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