Vicki Zetterberg

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Vicki Zetterberg

Operations Associate

Vicki Zetterberg

Operations Associate


About Vicki Zetterberg

Vicki is Summit Wealth’s newest addition. As our Operations Associate, she can be found upholding a smooth internal operation for our employees, assisting our valued clients with their day-to-day requests, and ensuring everyone who walks through our door feels welcome. In addition, Vicki provides marketing, business development, compliance, and administrative support to the team – certainly a “Jill” of all trades!

Vicki brings over twenty-five years in the banking and escrow industry as well as twelve years as a certified yoga instructor. In all scenarios, she strove to provide the highest standard of customer service to her clients. She is looking forward to continuing that practice here with Summit Wealth.

A Ventura County native, Vicki enjoys spending time with her family, her dogs, and her newfound love of road cycling.

Let's Talk!

As a prospective client, we invite you to schedule a complimentary discovery meeting in our offices to talk about your current situation and circumstances as well as your long-term objectives. Our initial meeting will focus on you, your family, and your aspirations. You’ll have an opportunity to interview us and find out why we may be a good fit for pursue your financial goals.
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