Summit Financial Group, LLC

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Summit is a high-touch, boutique independent practice with more than 20 years of experience working with successful and happy advisors. We’re welcoming a community of like-minded peers available for sharing insights and best practices. We champion advisors with the resources and support you need so... Read more


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Erin Haubner
Director Of HR & Operations
Angela Bessiere
Marketing Manager
Nancy McMillin
Director of Business Intelligence and Technology
Nathan Bennett
Managing Partner

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