Summit Advisory Group

Meet Our Leaders

At Summit Advisory Group, our leadership embodies strategic vision and a commitment to excellence. Get to know the experienced professionals guiding our firm towards new heights.

Headshot of Julia Moreno, CEO of Summit Advisory Group

Julia Moreno

Chief Executive Officer

Headshot of Derek Nguyen, Head of Digital Transformation Consulting

Derek Nguyen

Head of Digital Transformation Consulting

Headshot of Samantha Lee, Director of Risk Management

Samantha Lee

Director of Risk Management

"Leadership is about setting a vision that inspires and empowering our team to consistently exceed expectations. Together, we elevate our clients to new summits."

— Julia Moreno, CEO

Culture & Careers

Our Culture

At Summit Advisory Group, we cultivate a culture rooted in continuous growth, collaboration, and integrity. Our team members thrive in an environment that values innovative thinking and collective success.

We celebrate diversity and nurture professional development, ensuring each individual feels empowered to contribute their best work every day.

Summit Advisory Group team working collaboratively in modern office
Our team collaborating in a vibrant, modern workspace.

Current Openings

Business Analyst

Join our team to drive deep market research and develop insights that guide strategic decision-making.

Apply Now
Digital Transformation Consultant

Lead digital strategy projects and help clients adopt cutting-edge technology solutions for lasting impact.

Apply Now
Risk Management Specialist

Develop and implement risk mitigation frameworks to protect our clients’ businesses and futures.

Apply Now

Employee Testimonials

"The collaborative spirit here fuels my passion for consulting. Every day brings new challenges and rewarding client impact."
– Elena Torres, Strategic Planner
"Summit invests in growth, not just business but personal development. The mentorship and culture are second to none."
– Marcus Chen, Digital Consultant
"I appreciate the trust and autonomy to innovate in risk management strategies that truly protect our clients."