Our President & Founder, Joe Roberson is a third generation Bakersfield native who started his real estate career at age 18 and within two years became a Licensed Broker.
Joe Roberson has over 30 years' experience in the real estate, mortgage and construction industry. Joe is the Owner, Broker and President of Summit Financial Services and Legacy Homes. Joe is also Broker and Co-Owner with his mother, Adoree Roberson in Premier Realty. As Broker, Joe shares his extensive knowledge and experience with his team offering guidance and support whether it's simple questions or challenging transactions.
Joe Roberson has served as past Board Member and past Club President of the Active 20/30 Club and past Director of Bakersfield Association of Realtors in addition to holding his licenses as a General Contractor, Swimming Pool Contractor and Private Pilot.
Scott was born and raised in Kern County and attended Bakersfield schools. In 1991, after an Honorable Discharge and service in Desert Storm, Scott began his career in Real Estate. Scott strives to provide exceptional service with integrity to his clients.
661-496-2582 cell | 661-452-2036 fax
3977 Coffee Rd, Ste A, Bakersfield, CA 93308
Cal BRE #01215474 | NMLS #1459028
Terry is a seasoned professional in the mortgage industry and strives to stay informed on the latest loan products available for our clients. Providing you with the knowledge to make informed decisions is our foremost objective.
Since 1990, Tammy has been providing sound, strategic financing solutions statewide. She consistently wins the "Best of Tehachapi" recognition for lending, is authorized to display the National Association of Mortgage Brokers' "Lending Integrity Seal of Approval", and is the only Certified Mortgage Planning Specialist in Kern County.
Purchase. Refinance. Reverse.
Tina is a licensed Real Estate broker with 25 years diverse experience in Kern County’s Real Estate Industry, banking, and mortgage lending. She joined Summit Financial Services in order to offer her clients the best loan programs, rates, and service available. When considering the purchase of a new home, refinancing, or obtaining additional property, please contact Tina for a personalized mortgage plan.
Debbie has been part of mortgage lending for over 25 years and plays vital roll in the overall mortgage loan process. Her knowledge and experience allows for efficient and timely closing of your home loan.
Ruth also has many years of experience in the processing of mortgage loans of all types. From construction loans to reverse mortgages, she is well versed in them all. Her expertise allows for a smooth transaction throughout.
Tracy has been in the lending industry since 1995. She is involved in many local activities including the Executives Association of Kern County. Her strong attention to detail provides for a stress free transaction.
Anne is a Bakersfield native and prides herself in providing exemplary service. She stays on top of the ever changing mortgage market to consistently provide the highest level of service to her clients.
Robin has the can-do attitude necessary for the mortgage challenges of today. She is well versed in all types of mortgage loans but is a new construction expert. Her experience and knowledge will help you complete your transaction in a smooth and timley manner. You can always rely on Robin to work hard for you.
Anita has been in the mortgage industry for over 16 years. Her extensive knowledge and strong attention to detail ensure a smooth loan transaction.
Jeanne has experience in all aspects of the Mortgage industry. She is a seasoned professional with over 30 years experience. Jeanne works hard making sure her clients are provided with the best possible customer service.
Nikki has spent many years in the real estate and banking industry. Her expansive knowledge allows her to be an integral part of the home loan process.
Leslea has a versatile Real Estate background. Leslea began her career in Real Estate in 2000 at a
corporation as a Loan Officer for the Retail Division. She was promoted to Business Development
Account Executive in which she oversaw the Southern California Region.
Leslea's education is broad and accompanied with many accreditations pertaining to Real Estate, Marketing, Finance, Management, and Ethical Sales Practices. She is licensed by the Department of Real Estate and is commercial certified and experienced in Commercial Real Estate.
Leslea possess strong morals and honest communication. She will work very hard to help you in achieving your financial goals.
Knowledge, experience and a friendly attitude is my approach to helping families finance their homes. I have worked in the mortgage industry for almost 10 years. I began as a loan processor and also worked loan funding and closing, so you can be assured that I have the tools to close your loan. I specialize in many different loan programs: Veterans Loans, First Time- Home Buyer, CalHFA & Grants, Rural Housing (USDA), Investment Purchases, & Refinances too. Let me help you achieve your American Dream! Call or email me today to discover the difference!
Beauty had been in sales for more than 24 years beginning with the Bank Industry before becoming a full-time Real Estate agent in 2012.
She was awarded the "Rising Star Award" by the Bakersfield Association of Realtors in 2013.
Her foundation is guided by a set of core values which includes: honesty, loyalty, professionalism and knowledge of the current market conditions.
These core values define her character and how she conducts her business on a daily basis.
Fluent in English, Visayan & Tagalog.