(303) 954-8141
mckenna@gosummitwealth.com
About Us
Summit Wealth Strategies
Director of Operations
McKenna Bolger
McKenna Bolger relocated to Colorado from her hometown in South Dakota to attend Colorado State University. She has been a resident of Colorado for 10 years. McKenna graduated from Colorado State University with a bachelor’s degree in natural resources and environmental economics and a minor in Spanish.
After earning her degree, McKenna pursued a career in customer service, where she honed her managerial and communication skills and excelled at building relationships. As the Director of Operations, she is committed to streamlining processes, enhancing client interactions, and supporting the firm’s mission to provide top-tier financial guidance. Her attention to detail and passion for operational efficiency make her an integral part of Summit Wealth Strategies™.
When McKenna is not working, she enjoys spending time outdoors with her friends and family. She takes advantage of the Colorado sun as much as possible, engaging in activities such as skiing, backpacking in the mountains, wakesurfing on the lake, and gardening in her backyard. Additionally, McKenna is an avid traveler; when she isn’t exploring the beautiful landscapes of Colorado, she loves to discover other breathtaking destinations and learn about different cultures.
A Dedicated Team of Financial Professionals
At Summit Wealth Strategies™, we take pride in being a boutique independent financial services firm. Our team focuses on delivering tax and investment strategies to our business and individual clients that have a notable impact. As an independent financial services firm, we provide complete objectivity and transparency. We pride ourselves on making real, meaningful changes in people’s lives and look forward to making a difference in yours.
The Retirement Summit Podcast
You’ve worked too hard to let a bad descent ruin your life savings. Stream past episodes & access the radio show’s complete audio library. Secure your path down the retirement mountain today!
