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Home > About Summa Financial Group
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Jimmy Smith
UT Lic.# 6342120-MLAF
WA Lic.# 510-MB-27014-29139
Matt Smith
ID Lic.# MLO-5397
WA Lic.# 510-LO-32889
Sean McCoy
ID Lic.# MLO-5424
WA Lic.# 510-LO-32760
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Summa Financial Group
Sean McCoy: Sean moved to North Idaho in 2003 after working for the previous 5 years in Seattle, Washington. Sean’s background includes a broad range of experience from large, publicly traded companies, to small, start-up ventures. Highlights of Sean’s career include founding WiredCommute.com, an Internet portal and information aggregator that leverages industry parker information along with Section 132 tax benefits into a suitable package of data used by Third Party Administrators, such as ADP. WiredCommute.com was successfully sold in 2003 for a lucrative profit. Sean also founded Castle Relationship Marketing, a CRM company that serviced the Motorcycle industry. Sean’s successes with Castle include bringing Harley-Davidson Motor Company (NYSE: HDI) to contract, and selling the company to PowerSportsNetwork.com for a profit. Sean prides himself on a terrific work ethic and a compassionate attitude towards those he engages and works with. Sean received a Business Degree at Central Washington University, where he was also a two year letterman as quarterback for the football team. Sean is married to Charissa and has two sons, Charles and Tyson.
James Smith: Jimmy was a finance manager at Dave Smith Motors. He established relationships with various lending institutions which allowed him to creatively help customers with their financing. He also was an investment representative for Edward Jones for 2 years where he helped individuals plan for their retirement needs. He is Series 7, 6, and 24 certified. Jimmy graduated from Washington State University with a Degree in Finance. He was raised in Vancouver, WA and currently resides in Post Falls, ID with his wife Brittany. He is active in his church and the community where he is involved with various youth groups. He spent 2 years serving a mission for his church in Torreon, Mexico.
Matthew J Smith: Matt previously was employed as the Senior Finance Manager at Dave Smith Motors for the last 7 years. He oversaw the finance department of the World’s Largest Dodge Dealership. During the last 3 years, Matt was the highest rated finance manager in the World for Daimler Chrysler and General Motors. His commitment and dedication to the job along with his personality allowed him to establish great relationships with all customers. Matt Graduated from Central Washington University with a degree in Business Management. He was born and raised in Vancouver, WA and currently resides in Post Falls, ID with his wife Patricia and daughter Ava.
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