Schedule a Meeting with Summer!

Experience

Summer is committed to helping clients navigate major life transitions, such as starting a family, changing careers, or planning for the future. With her expertise and personalized approach, she works closely with clients to create and implement a practical financial plan that aligns with their goals. Summer’s focus is on helping clients feel confident and informed about their financial future. Has been with Sgroi Lawley since 2010.

Accreditation

Summer holds FINRA Series 7, 63, & 66 licenses with LPL Financial, and a Life, Accident, and Health License.

Education

Summer earned a bachelor’s degree from Canisius University and completed a fellowship through The American College Financial Fellowship Program.

Community

Summer is a member of Canisius University Alumni, Gold Griffin Fund Alumni, and SIFE Alumni. She also serves as a community education teacher throughout the Western New York area, and volunteers for Junior Achievement and Pet Connections of Marilla.

Contact Information

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