October is Health Literacy Month! At Summit, we’re committed to helping teams make informed decisions about their health benefits, empowering healthier futures for employees and their families. This month, remember to use your resources for improving your health literacy! #HealthLiteracyMonth #GroupBenefits #ReachYourSummit
About us
At Summit, we design and strategically implement professional benefits, insurance, and investment solutions that help secure a healthy financial future for our clients. Founded on the vision of creating a full-service benefits firm, Summit utilizes many years of industry knowledge coupled with bright, hard-working, and extremely credentialed employees to take satisfaction to a new “Summit”. Investment Advisor Representative offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.
- Website
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http://www.yoursummit.com/
External link for Summit Financial Group, Inc.
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Dallas, Texas
- Type
- Privately Held
- Founded
- 1988
- Specialties
- Group Medical & Ancillary Benefits, Benefits Consulting, Corporate Retirement Plans, HR Consulting & Compliance, Voluntary Benefits, Risk Management, Individual Life Insurance, and Wealth and Money Management
Locations
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Primary
5420 LBJ Freeway, Suite 1940
Dallas, Texas 75240, US
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1350 South Boulder Avenue West
Tulsa, Oklahoma 74119, US
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30 Tower Lane
Suite 135
Avon, CT 06001, US
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1990 S Bundy Dr
Suite 410
Los Angeles, California 90025, US
Employees at Summit Financial Group, Inc.
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Jeff Waller
Financial Advisor at Summit Financial Group Inc.
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Randy Gowdy
President, Risk Management, CLU, RHU, REBC, CIC at Summit Financial Group, Inc.
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David Naspo
Vice President of Sales at Summit Financial Group
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Shelby Robertson
Senior/Lg. Market Account Executive at Summit Financial Group
Updates
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Our Summit #teams from across the U.S. had the opportunity to attend the "From Conflict to Connection, BoomXEnialZ" webinar, presented by Dr. Matthew Arbo, Marian Redwine, Ed.D., Christopher Dingess, as well as Jessica Rimmer, Ph.D. and the rest of her team at Solomon Strategic Advisors. The session provided valuable insights on managing generational differences, preventing conflicts, and fostering connections. We look forward to applying the takeaways we discussed! #GenerationalLeadership #ReachYourSummit
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Today, we honor Todd Rolland as he marks 35 years of leadership at Summit! Shannon Day, our Operations & Emerging Markets Manager with over 25 years of experience working alongside Todd, shared the following: “Todd has always been a true leader worth following on a professional level… and on a personal level by always treating employees with genuine care and respect. Twenty-five years ago, on my first day fresh out of college at the age of 23, he told me, “I do not consider you my employee, I consider you my associate”, and he has always given me and everyone else that same level of respect.” Todd, we thank you for your hard work and #dedication to Summit and your clients these past 35 years! #reachyoursummit #35Years
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Summit proudly supported Hartford’s Camp Courant in their recent 130-year anniversary charity event. The camp is the oldest and largest free summer day program in the country, providing children ages 5-12 with enriching camp experiences they would not have normally been able to access. Our own Corey T. Feshler joined Senator Blumenthal of #Connecticut as well as 200 people who came to support the cause. For more information, visit https://campcourant.org/ Evelyn Alejandro Natalie Olmstead, CPA #CampCourant #ChildCharity #ReachYourSummit
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We are proud to welcome Tyler McKinzie, an active-duty Operations Officer in the US Army. Tyler joins us through the U.S. Chamber of Commerce Foundation’s Hiring Our Heroes program, which creates meaningful career opportunities for service members, veterans, and military spouses. When questioned about a mantra that has guided him so far in his career, he replied: "Life is 10% what happens to us and 90% how we react to it.” - Charles R. Swindoll We are honored to support those who serve our country by helping them transition into civilian careers, bringing their dedication and leadership to the business world. #HiringOurHeroes #VeteransInBusiness #ReachYourSummit
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On Sept. 9, 2024, a new rule was released to enhance mental health and substance use disorder (MH/SUD) benefits. The rule ensures MH/SUD care is as accessible as medical care by setting stricter standards for nonquantitative treatment limitations (NQTLs), like preauthorization and network requirements. For #ERISA covered health plans, the rule requires a fiduciary’s certification that they’ve engaged in a prudent process and monitored their service providers—ensuring compliance through detailed comparative analyses. #MentalHealthParity #HealthCareEquality #MHPAEA #ReachYourSummit
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The Summit #team came together for our first-ever Mix & Mingle! It was a great opportunity to connect while creating custom trail mix to celebrate National Trail Mix month. Events like these strengthen our team and collaboration, and we love to see it! #Tulsa, #Dallas, #OKC, #ReachYourSummit
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Summit proudly supported Remington Park Racetrack Casino Charities in their annual Derby Riders Cup to benefit a variety of causes, including autism awareness, breast cancer support, foster care services, and more. We are proud to have been part of the largest fundraiser of the year! For more information on the charities being supported, visit https://lnkd.in/gKyDcMea Alex Graham, Preston Wilkins, and Beau Phillips #ReachYourSummit #RidersCup #RemingtonParkCharities
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Our #team had the privilege of attending the North Texas Commission Annual Luncheon. As a valued member of the #NTC, we appreciate their dedication to fostering economic growth and collaboration throughout the region. It was an excellent opportunity to connect with the Texas business community and hear from leaders like Lisa Atherton, Maruchy Cantu, Julie Rath, and Kimberly Bizor Tolbert discuss plans for the economy, education, infrastructure for the next 25 years. #ReachYourSummit Dale Young Aaron Barnett David M. Stewart CLU®, ChFC®, CASL®, RICP® Rick Christy Randy Gowdy Lisa Frye, SHRM-CP McKenzie Berry (Ball) Kyle Minick, MBA Denise Shepard
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Our very own Kyle Minick, MBA, will be presenting next week on "Reimagining Mental Health Benefits." Join us on Tuesday, September 24th at 1:30 PM CST for a deep dive into emerging trends and innovative solutions to support employees and their families. Attendees will be eligible for 1 hour of #CE credits. Don’t miss this opportunity—register below and feel free to share with your team. https://lnkd.in/g-R5_9D6 #MentalHealthBenefits #ReachYourSummit Sholder Rett K.