Kevin Burt, WMS™

Client Service Associate

I joined the Summit team as Client Service Associate in June of 2021. Day to day, I handle general client service issues and support Summit’s Advisors. I graduated from Sonoma State University with a Bachelor’s degree in Economics. California is where I love to be; in addition to spending my college time here, I was also born and raised in Castro Valley, CA. Prior to joining Summit, I worked as a Bookkeeper for Peachtree Community Association Services, a small property management firm in Pleasanton, CA. There, I had various responsibilities working as a bookkeeper, a role that taught me the importance of attention to detail, organization and efficiency.

  • Outside of work, my wife Adriana and I enjoy the outdoors and are always trying to stay active. Year round, I love visiting Tahoe; in the winter I head up to go snowboarding, and in the summer, I spend time there boating with my family and friends. We welcomed our son Brooks into this world in October of 2024 and couldn’t be happier watching him grow.