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 six consecutive 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 magazine in 2022. Her team has been named as a Top DC Advisor Team by NAPA for two 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, WE Inspire Promote Network (WIPN), Retirement Advisor Council (RAC), American Retirement Association (ARA), Goodwill Industries board member, Balcony Women board member, P.E.O., church volunteer
+ Past: Reading Partners board member, Young Lives committee
+ 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
NAPA 2020 Top Women Advisors
More than 500 nominations were provided by NAPA’s extensive list of broker-dealer and RIA Firm Partners. Nominees were, in turn asked to respond to a series of quantitative and qualitative questions regarding their experience, education, team structure, accomplishments, and impact. Those responses were anonymized and then reviewed by a blue-ribbon (leadership from 4-5 of the major broker-dealer/RIA firms) panel of industry experts who, over the course of several weeks, selected the individuals honored in three separate categories: Captains: All-stars who happen to be principals, owners or team captains of their organizations. All-Stars: Top producers who have their own practice. Rising Stars: Top producers who have less than five years of experience with retirement plans as a financial advisor (some have been working with retirement plans longer, but not as a financial advisor). More than 12,000 votes were cast in support of these individuals, 18% of advisors received this award. 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.
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 and verified by broker-dealer home offices, regulatory disclosures, and the FT’s research. 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.
