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Amy Babbel

Amy Babbel

Senior Operations Manager

(385) 355-0803

(385) 355-0809

amy@summitoak.com

Amy, the Senior Operations Manager at our firm, is the cornerstone of our daily operations. Born and raised in Sandy, UT, she embodies the spirit of dedication and perseverance. After graduating from Jordan High School in 2003, Amy embarked on her journey in the financial industry at RBC Wealth Management in 2006, initially as a part-time receptionist.

Driven by her passion for excellence and a thirst for knowledge, Amy steadily ascended the ranks, mastering every aspect of the business along the way. In 2010, she achieved a significant milestone by obtaining her Series 7 and 66 licenses, showcasing her commitment to professional growth and expertise in the field.

Beyond her impressive career trajectory, Amy's personal life is equally fulfilling. She shares a deep bond with her husband, whom she met at the age of 12, and together they embarked on the journey of marriage in 2015. Their union is blessed with a beautiful daughter, born in 2017, bringing joy and meaning to their lives.

Amy's leadership, expertise, and unwavering dedication make her an indispensable asset to our firm, ensuring smooth operations and driving our collective success forward. She is not just an integral part of the team; she is the oil that keeps our machine running smoothly, guiding us towards our shared goals with precision and grace.