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

Ed Foley Cpcu, Arm, Rplu

Whitney Beale

Kaydann Copeland

Shannon Day

Todd Rolland

David Naspo

Brian Buttram

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People (12)

Dale Young

Aaron Barnett

Randy Gowdy

Whitney Beale

Brian Buttram

Rick Christy

Kyle Minick

Lisa Frye

Dalton Boyd

Cpfa™ Kaci Skidgel Cp®, Aif® (k)

Barry Bellville

Kali Lewallen

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