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.

Scott Moffitt

Whitney Beale

Kaydann Copeland

John Locher

Jen Wright

David Morgan

Shannon Day

Todd Rolland

Cpfa™ Kaci Skidgel Cp®, Aif® (k)

Tawny Moore

Kay Alldredge

Cisr Jacey Ramirez (Avant)

Christi Weldon

Alex Graham

Aimee MacInnes

David Naspo

Brian Buttram

Randy Gowdy

Dale Young

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

Leadership Team

Senior Management Team

Sales and Account Management

About

Team members

Other teams at Summit Financial Group, Inc.

Leadership Team

Senior Management Team