With Summit since 2007, Kaci oversees the company’s retirement planning and wealth management services. She has been named a Top Women Advisor by NAPA (National Association of Plan Advisors) since its inception in 2015 for more than eight years. She was named as a Top Financial Adviser by the Financial Times in 2018, and most recently was named a Top Retirement Plan Adviser by PLANADVISER for 2022 and 2023. Her team has been named as a Top DC Advisor Team for three consecutive years. Kaci often leads seminars, sits on panels across the country, and contributes to forums and training sessions for organizations such as the Society for Human Resources Management, Oklahoma Bankers Association, and Association of Legal Administrators and CPA firms. She addresses issues on Fiduciary Compliance, Trends in Retirement Plans and leads ERISA fiduciary training. Kaci is an author and wrote the book “Path to the Summit – Strategies to Reach your Company’s Peak Retirement.” She is also fluent in Spanish.
+ Civic, professional and community involvement: Young Presidents’ Organization (YPO) Board Member, Cetera Retirement Plan Advisory Council (RPAC) Chair, Goodwill Industries Board Member, Ironhorse Financial Board Member, Tulsa Regional Chamber Board Member, Balcony Women Board Member, National Association of Plan Advisors (NAPA), WE Inspire Promote Network (WIPN), Retirement Advisor Council (RAC), American Retirement Association (ARA), P.E.O., church volunteer.
+ Past: Reading Partners Board Member, Young Lives Board Member
+ Professional designations: Certified Professional Fiduciary Advisor (CPFA), Certified 401(k) Professional (C(k)P®), Accredited Investment Fiduciary (AIF®), Series 6, 63 and 65, Fiduciary Essentials for Defined Contributions Plans (FEDC) Trainer
PlanAdviser:
PLANADVISER magazine recognizes the top quantitative standouts from their Retirement Plan Adviser Survey with the Top 100 Retirement Plan Advisers awards. Top 100 designees are named according to the dollar value of qualified plan assets under advisement, as well as the number of plans under advisement. To become eligible for this quantitative listing, advisers must complete the annual PLANADVISER Retirement Plan Adviser Survey. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.
FT 400:
The Financial Times Top 400 Financial Advisors is an independent listing produced by the Financial Times. The FT 400 is based on data gathered from firms, regulatory disclosures, and research conducted on behalf of the Financial Times by Ignites Research, a Financial Times sister publication. The listing reflects each advisor’s performance in six primary areas. The factors are: 1. Assets under management; 2. AUM growth rate; 3. Years of experience; 4. Compliance record; 5. Industry certifications; 6. Online accessibility. Neither the brokerages nor the advisors pay a fee to the Financial Times in exchange for inclusion in the FT 400. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.
NAPA Top DC Advisor Teams:
The NAPA Top DC Advisor Teams list highlights the nation’s leading retirement plan advisor firms. This list focuses on teams, broadly defined as being in a single physical location, and having at least $100 million in DC assets under advisement. It is based on self-reported assets under advisement as of December 31, 2019, unless otherwise noted. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.
