Nancy S. Mendenhall Swain

Tax Advisor, Enrolled Agent

Nancy has been with Summit Financial Group since 1994. She handles tax preparation. She is an enrolled agent with the Department of the Treasury, authorized to represent clients before the IRS. Her experience in the financial world includes 20 years in the banking industry in roles ranging from teller to commercial lender. She also retired after 15 years of being a financial investment advisor.

She earned a bachelor's degree from San Diego State. Away from the office, Nancy and her husband Steve enjoy spending time with their children and grandchildren.

Phone 619.698.9760 Ext. 807
Fax 619.500.7684