Summit Financial Group, LLC
Nathan Bennett, CFP®, CBEC®, CEPA®, ChFC®, is the Managing Partner at Summit Financial Group, LLC, where a comprehensive planning and wealth management firm assists clients in achieving their financial goals through expertise in retirement planning, asset management, exit and succession planning, and estate planning. Additionally, Nathan serves as a Board Member for Rooms of Hope, an organization that provides dream room makeovers for children with life-threatening illnesses. Previously, Nathan was a Member of Premier Resource Group until May 2023, engaging with accomplished financial professionals to share innovative ideas and strategies. Nathan holds a degree from the University of Minnesota - Carlson School of Management, obtained between 1998 and 2000.
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