Summit Financial Group

Financial Services - Dallas, TX, US

Summit Financial Group Employees
Tawny Moore

Executive Assistant

Contact Tawny Moore

Matthew Murrie

Marketing and Analysis Intern

Contact Matthew Murrie

Riley McCabe

Marketing Coordinator

Contact Riley McCabe

David Naspo

Vice President of Sales

Contact David Naspo

John Locher

Broker

Contact John Locher

Lisa Frye

Executive Assistant

Contact Lisa Frye

Morgen Williams

Group Benefits Account Manager

Contact Morgen Williams

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Summit Financial Group Senior Management
Dale Young

Chairman and CEO

Contact Dale Young

Nathan Bennett

co-founder

Contact Nathan Bennett

Tom Hedrick

Owner

Contact Tom Hedrick

Ronald Miller

president and chief executive officer

Contact Ronald Miller

Perry Foor

managing director

Contact Perry Foor

Scott Jennings

Chief Operating Officer

Contact Scott Jennings

Teresa Ely

Executive Assistant to the President & CEO, Director Shareholder Relations

Contact Teresa Ely

Teresa Ely

Executive Assistant to the President & CEO, Director Shareholder Relations

Contact Teresa Ely

Ronnie Penny

CFO

Contact Ronnie Penny

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Summit Financial Group Details

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.

Summit Financial Group logo, Summit Financial Group contact details
Website: yoursummit.com
Employees: 100 - 249
HQ: 1 918 663-0991
Location: Dallas, TX, US
Revenue: 10 - 20 Million
Employee Benefits Planning Individual Planning Risk Management Planning Wealth Management Planning Group Medical & Ancillary Benefits Benefits Consulting Corporate Retirement Plans HR Consulting & Compliance Voluntary Benefits Risk Management Individual Life Insurance Wealth and Money Management Group Medical & Ancillary Benefits HR Consulting & Compliance Financial Services Financial Advisory Services
Summit Financial Group Technologies
Email Providers

Outlook

Email Delivery

SMTP.com

Other

Microsoft Office 365

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