Summit Financial Group, Inc.

Happy #IndependenceDay! In observance of the holiday, our offices are closed today, July 4th. Have a safe and memorable celebration! #fourthofjuly #ReachYourSummit

How do you maintain focus among the demands of your professional life? Last week, our Summit Leadership Academy continued as we explored strategies using the ‘5 Gears.’ We extend a special thanks to Jessica Rimmer, Ph.D. and Solomon Strategic Advisors for their invaluable contributions to our #growth as #leaders. Kyle Minick, MBA Shelby Robertson Whitney Beale Morgen Williams (Moxley) Molly Archer Shannon Day Nathan Dinsmore Ellen Ezell Dalton Boyd Casey Amorosi Kaci Skidgel, CPFA™, C(k)P®, AIF® Jacey Ramirez (Avant), CISR #leadershipdevelopment #ReachYourSummit

Today is National Insurance Awareness Day! At Summit, we're dedicated to helping secure your financial future with innovative solutions and guidance. Let's take a moment today to remind ourselves of the importance of protecting your company and minimizing its exposures. #InsuranceAwarenessDay #ReachYourSummit #RiskManagement

Retirement is within reach for many—just five more years! If you can avoid these common mistakes to stay on track, now is the time to act. Are you ready to take-on your retirement? #RetirementPlans #Investments #ReachYourSummit

Our Employee Benefits & Compensation Forum was a resounding success yesterday, with over 100 attendees at our Dallas HQ. The day featured insightful sessions by industry experts and allowed for valuable discussions on executive compensation, total rewards, employee benefits, as well as recruiting and retention strategies.  Thank you to all of the valuable business leaders from across #Texas who participated and contributed to a day of learning and networking! #EmployeeBenefits #TotalRewards #ReachYourSummit #CPE #SHRM #HRCI #NTSB Chris Crawford Liz Mayo Zayla Partners Diane Sanford, SHRM-SCP Unleashed Brands Elizabeth Allen Allen Benefits Law Karen Soefje Baker Tilly US David Cathey Victoria Westerfield Kelly Whitney Unity Search Shannon Day Kaci Skidgel, CPFA™, C(k)P®, AIF® David Beck, CPA, QPA, ERPA PASI, LLC

📸 On National Selfie Day, we celebrate the incredible teamwork that spans from our corporate HQ in #Dallas and across the country from #Connecticut to #CA! Here’s a shoutout to the teams that make up our Summit family. #ReachYourSummit #SelfieDay #Tulsa #OKC

Saving for Healthcare Expenses? Don't stress—you have options.  If your company offers a qualified high deductible health plan (HDHP), you can contribute to a Health Savings Account (HSA).   #HSA #HDHP #ReachYourSummit 

Join us for a Total Rewards forum coming up next week in #Dallas! The event will give you an opportunity to hear from distinguished speakers, including a former DOL Investigator, Chief People Officer of a Franchise 500 company, the CEO of one of Forbes' Top Management Consultancies, an ERISA attorney, Auditor, and multiple CPA’s discussing Total Rewards and EB Plans. The event is complimentary with breakfast & lunch included. Register now for AM, PM, or both sessions: https://lnkd.in/gG2YjK-h #CPA #DOL #SummitEvents  Chris Crawford Diane Sanford, SHRM-SCP Liz Mayo Elizabeth Allen Karen Soefje David Cathey Victoria Westerfield Kelly Whitney Shannon Day Kaci Skidgel, CPFA™, C(k)P®, AIF® David Beck, CPA, QPA, ERPA

We are excited to announce two new members to our #team today. Meet Matthew Howeth, an account manager in Tulsa, OK, and Corey T. Feshler, Business Development Executive in Avon, CT! We are thankful they are a part of our #team. Welcome Matt and Corey! #reachyoursummit #newhire

Today we give thanks to our #SummitDads! We want to highlight the strength and guidance they provide in our offices and at home. Happy Father's Day! #ReachYourSummit #FathersDay