Rhonda Spence

Business Development Officer

For nearly three decades, Rhonda has been in the trenches alongside advisors, helping them navigate the evolving wealth management landscape while delivering measurable results across business development, practice management, distribution, and consultative strategy. Her career has been defined by a relentless focus on growth, disciplined execution, and a passion for helping advisors realize their full potential.

Prior to joining Summit Financial, Rhonda made an impact at Schwab, LPL Financial, and several other leading financial services firms. This breadth of experience has given her a unique perspective on the operational, strategic, and business development challenges advisors face, as well as the practical solutions needed to overcome them.

Known for her collaborative approach, creative problem-solving, and thorough execution, Rhonda is unapologetically growth-obsessed. She has a keen ability to identify opportunities, implement standardized processes, and translate strategy into action that drives meaningful results. Her deep industry knowledge, combined with hands-on experience across multiple facets of wealth management, enables her to help advisors grow with confidence while building businesses that are both resilient and positioned for long-term success.