We are a national full-service benefits firm offering innovative and comprehensive solutions that cover the benefits, insurance and investments landscape. We are passionate about building relationships, providing experienced and thoughtful professional guidance that helps secure a healthy financial outlook.
Credentialed
Our highly credentialed team, from CPAs to attorneys, combine process-driven strategies with a high-touch, consultative client approach to separate our firm from our competitors.
Independent
We operate without exclusive service provider contracts so that we can find the best solutions to fit your unique needs.
Executive Leadership Team
History
Named after a beloved family vacation destination, Summit County, Colorado, Summit began operating as a small brokerage firm that focused on providing innovative employee benefits solutions to our clients. Over the past three and a half decades, Summit has grown to a financial services firm with multiple offices nationwide.
Contact Us
Ready to map out a plan for the future? Our knowledgeable advisors will help you take the first step.
*Todd Rolland and Randy Gowdy are not affiliated or registered with Cetera Advisor Networks LLC.
Any information provided by them is in no way related to Cetera Advisor Networks LLC or its registered representatives.
Any information provided by them is in no way related to Cetera Advisor Networks LLC or its registered representatives.