Summit Financial Group, Inc.
Kaydann Copeland possesses a diverse professional background with significant experience in administrative roles. Currently serving as an Executive Assistant at Summit Financial Group, Inc. since October 2020, Kaydann contributes to the design and implementation of financial solutions for clients. Prior to this role, Kaydann was the Office Manager at Phoenix Restoration of Tulsa from March 2018 to October 2020 and held the position of Administrative Assistant at Phoenix Restoration from November 2017 to March 2018. Educationally, Kaydann holds an Associate's degree in Marketing from Tulsa Community College, which was completed between 2014 and 2016.
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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.