Summit Financial Group, Inc.
Kali Lewallen is a finance graduate from Texas Tech University, having earned a Bachelor of Business Administration in Finance in 2023. Currently serving as a Client Service Representative at Summit Financial Group, Inc. since December 2024, Kali has prior experience as a Purchasing Options Assistant at Highland Homes from March 2024 to December 2024 and as a server at 4ORE! Golf from May 2022 to March 2024.
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Summit Financial Group, Inc.
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.