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.


Insurance

Investment Management

Summit Financial Group, Inc.

Summit Financial Group, Inc.'s headquarters in Dallas, TX, United States

Scott Moffitt

Kaydann Copeland

Aaron Barnett

Jen Wright

Zoe Skaggs

Whitney Beale

Shannon Day

Todd Rolland

David Naspo

Brian Buttram

The Sales and Account Management team at Summit Financial Group, Inc. is responsible for cultivating and maintaining client relationships, identifying new business opportunities, and delivering tailored benefits, insurance, and investment solutions. This team, comprised of roles such as Business Development Executives, Account Managers, and Sales Executives, works collaboratively to ensure client satisfaction and strategically drive growth. They leverage their industry expertise and comprehensive support structures to provide exceptional service and secure a healthy financial future for clients.

Sales and Account Management

The Leadership Team at Summit Financial Group, Inc. is responsible for setting the strategic direction of the company, overseeing operations, and ensuring that the firm meets its goals for providing innovative benefits, insurance, and investment solutions. Comprised of top executives, the team works collaboratively to guide the company, making key decisions on business development, risk management, human resources, and client services to drive growth and maintain high standards of client satisfaction.

Leadership Team

The Senior Management Team at Summit Financial Group, Inc. is responsible for steering the company's strategic direction and overseeing its operations. This includes developing and implementing innovative benefits, insurance, and investment solutions for clients. The team leverages extensive industry experience and credentials to enhance client satisfaction and ensure the company's growth and stability within the competitive financial services sector.

Senior Management Team

The Administrative Support Team at Summit Financial Group, Inc. provides essential administrative services to ensure smooth and efficient operations. This team assists executives, processes client communications, manages scheduling, and supports daily office functions, thereby enabling the company to deliver exceptional professional benefits, insurance, and investment solutions to clients.

Administrative Support Team

The Human Resources team at Summit Financial Group, Inc. is responsible for overseeing and managing employee benefits, ensuring regulatory compliance, and creating strategic benefits programs that align with the company's overall mission to provide comprehensive financial solutions. Key functions include analyzing and selecting benefits plans, providing support and communication to employees regarding their benefits, and driving initiatives to enhance employee satisfaction and retention. The team is led by experienced executives and specialists who collectively leverage their expertise to optimize the company's benefits offerings.

Human Resources

The Operations and IT team at Summit Financial Group, Inc. ensures the seamless functioning of both operational processes and IT infrastructure to support the company's benefits, insurance, and investment solutions. This team includes key roles such as Operations Managers, who optimize workflow efficiencies, and IT Support Technicians, who maintain and troubleshoot technical systems, thus enabling Summit to deliver high-quality, reliable services to its clients.

Summit Financial Group, Inc.

Org chart

Teams

Sales and Account Management

Leadership Team

Senior Management Team

Administrative Support Team

Human Resources

Operations and IT

Offices

Summit Financial Group, Inc.

Org chart

Teams

Sales and Account Management

Leadership Team

Senior Management Team

Administrative Support Team

Human Resources

Operations and IT

Offices

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