Summer Plourd CPA, CMA

Accounting and Tax Manager

EDUCATION

BS, Business Administration, Old Dominion University

Master of Science in Accounting, Old Dominion University

BIO

Summer focuses on the preparation and review of individual and business tax returns and preparing tax projections. She also assists clients in the resolution of tax inquiries and helps with tax research when needed. Prior to joining Vision Financial Group, Summer has worked for mid-size regional public accounting firms to large corporate companies. She has experience in the real estate, agriculture, small business, workers comp, risk management and insurance industries with over 10 years of experience.

Go Back

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Mosaic Financial are not affiliated. This communication is strictly intended for individuals residing in the states of AZ, AR, CA, FL, GA, IL, LA, MI, NY, NC, OH, OK, TN, TX, and VA. No offers may be made or accepted from any resident outside the specific states referenced.

Cambridge’s Form CRS (Customer Relationship Summary)

The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Mosaic Financial makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.

Mosaic Financial Advisers