Cpfa™ Kaci Skidgel Cp®, Aif® (k)

Kaci Skidgel, CPFA™, C(k)P®, AIF® has an extensive work experience spanning several years. Kaci started their career at Jenks Public Schools in 1999 as a Spanish Teacher and continued in the same role until 2005. Kaci then moved to Plano ISD where they served as a Spanish Teacher, involved in various activities such as organizing trips to Mexico and building a library of resources for the Spanish department. In 2006, they briefly worked as a Spanish Teacher at Dallas ISD. In 2007, Kaci joined Summit Financial Group as an Account Executive, then became the Executive VP Corporate Retirement Plans in 2009. Currently, they hold the position of President at Summit Financial Group, where they are responsible for designing and implementing professional benefits, risk management, insurance, and investment solutions to ensure a secure financial future for clients.

Kaci Skidgel, CPFA™, C(k)P®, AIF®, completed their Bachelor of Arts (B.A.) degree in Spanish Language Teacher Education and Physical Education from Oral Roberts University, which they attended from 1994 to 1999. Prior to that, they attended Jenks Public Schools from 1981 to 1994.

In terms of additional education, Kaci participated in the Executive Education Program at the SMU Cox School of Business, although the specific year or duration is not provided. Kaci also completed an Executive Education Program at the UCLA Anderson School of Management, although no details about the timeframe are given.

Kaci Skidgel also holds the certification of Certified Plan Fiduciary Advisor (CPFA®), which they obtained from the National Association of Plan Advisors in January 2011.