Memphis, TN Office

Leslie Drummond is a CFP® and Series 66 licensed advisor with 15 years of industry experience. She has been with Summit Asset Management LLC since 2013, currently working as part of a six-advisor team. Summit Asset Management serves individual and high-net-worth clients, trusts, retirement plans, charitable endowments, and corporations. The firm provides discretionary portfolio management, financial planning, and retirement-plan consulting and fiduciary services, employing an asset-allocation approach that primarily uses mutual funds and ETFs along with access to alternative investments.

Soleil Lum is a CFP® with 10 years of experience in the financial industry and is currently a team member at Summit Asset Management LLC in Memphis, TN. She has been with Summit since 2016. Summit Asset Management serves individual and high-net-worth clients, trusts, retirement plans, charitable endowments, and corporations, offering discretionary portfolio management, financial planning, and retirement-plan consulting services. The firm uses an asset-allocation framework focused on mutual funds and ETFs, incorporates alternative investments and sub-advisers, and employs an investment-committee governance structure staffed by credentialed professionals.

Lance Hollingsworth is a CFP® professional with 21 years of industry experience. He has been with Summit Asset Management LLC since 2004, currently serving as part of a six-advisor team based in Memphis, TN. Summit Asset Management serves individuals, high-net-worth clients, trusts, retirement plans, endowments, and corporations, managing discretionary and non-discretionary portfolios for approximately 500 clients and nearly $939 million in assets. The firm provides portfolio management, financial planning, and retirement plan advisory services, utilizing an internal Investment Committee to guide asset allocation primarily through mutual funds, ETFs, and alternatives.

Samuel Thompson is a financial advisor at Summit Asset Management LLC with 21 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Thompson has been with Summit Asset Management since 2012, working there continuously for over a decade. Summit Asset Management serves individuals, high-net-worth clients, trusts, retirement plans, endowments, and corporations, managing discretionary and non-discretionary portfolios for approximately 500 clients with nearly $939 million in assets. The firm provides portfolio management, financial planning, and retirement plan advisory services, using an Investment Committee to guide asset allocation and tactical adjustments.

John Laughlin is a CFP® with 21 years of industry experience and is currently with Summit Asset Management LLC in Memphis, TN. He has been with Summit since 2012 and is a member of the Investment Committees for both the Second Presbyterian Church Foundation and the Metropolitan Inter-Faith Association Endowment. Summit Asset Management serves individuals, high-net-worth clients, trusts, retirement plans, endowments, and corporations, managing discretionary and non-discretionary portfolios for approximately 500 clients and nearly $939 million in assets. The firm focuses on portfolio management, financial planning, and retirement plan advisory services, implementing client plans primarily through asset allocation across mutual funds, ETFs, and alternatives, with investment decisions made by an internal Investment Committee.