"Working at Summit is rewarding in so many ways. The collaborative team environment at Summit values our contributions, celebrates our successes, and encourages professional development for all of our employees. Summit is a great place to work because you are valued as a person, not just for your work!"
Executive Leadership Team
We are passionate about building relationships, providing thoughtful professional guidance that helps secure a healthy financial outlook.
People
Our strength lies in our people! Summit's nationwide team shares a common goal of exceptional service. From Fortune 500 companies to local entrepreneurs and non-profits, clients trust us for industry knowledge and real-world expertise in managing their daily benefits, insurance, and investment challenges.
Events
From engaging seminars and webinars to bustling trade-shows, we position ourselves as an industry-leader in our event opportunities. Whether hosting or participating, we ensure our employees seize every opportunity to learn, connect, and grow.
Fort Summit
Fort Summit, A.K.A. "The Ranch," is our 2,000 acre hub in rural Oklahoma for internal trainings, public events, and sporting excursions. A practical destination for clients, partners, and family, featuring private lodges, farms, and campgrounds, fostering both career and personal growth.