About Us

Summit Financial Group, Inc. is a privately held National Employee Benefits and Wealth Management Planning firm. Summit has offices in Arkansas, Connecticut, Oklahoma,

and Texas.

Since 1987, Summit has grown to serve over 600 clients - each employing from 2 to 12,000 employees.

Summit operates as an Independent Brokerage firm. We have no contractual obligations nor do we have any production requirements with any insurance company or service provider.

The Summit Team, partners with clients in an effort to differentiate itself from the competition. Summit is committed to inventing, developing, and supporting new technologies and processes that ultimately benefit the client. Service, innovation and communication are cornerstones of the "Summit" one stop shopping culture.

Summit Financial Group offers value added products like BenefitServer.com. This anytime, anywhere access tool is an Internet-based Benefits Management Application to help your Human Resources Department leverage their time and talents, while they track and manage your company's benefits.

• 900+ years of available experience
• Many "credentialed" Associates
• Depth of more than 50 Associates
• 7 Associates with > 32 years experience
• 16 Associates with > 25 years experience
• Credentials include:
  • Master of Health Administration (MHA)
  • Registered Nurse (RN)
  • Licensed Practical Nurse (LPN)
  • Bachelor of Science in Nursing (BSN)
  • Certified Case Manager (CCM)
  • Certified Professional in Utilization Review (CPUR)
  • Master of Science (MS)
  • Accredited Estate Planner (AEP)
  • Master of Business Administration (MBA)
  • Certified Public Accountant (CPA
  • Certified Employee Benefits Specialist (CEBS)
  • Chartered Life Underwriter (CLU)
  • Chartered Financial Consultant (ChFC)
  • Registered Employee Benefits Consultant (REBC)
  • Registered Health Underwriter (RHU)
  • Life Underwriter Training Council Fellow (LUTCF)