With Summit since 2007, Kaci oversees the company’s retirement planning and wealth management services. She has been named as one of the Top Women Advisors by NAPA (National Association of Plan Advisors) in 2015, 2016, 2017, and 2018 and was named as a Top Financial Adviser by the Financial Times in 2018. She often leads seminars and sits on panels across the country, contributes to forums and training sessions for such organizations as the Society for Human Resources Management, Oklahoma Bankers Association, and Association of Legal Administrators and CPA firms on issues like the Fiduciary Compliance, Trends in Retirement Plans and leads ERISA fiduciary training. She is also fluent in Spanish.
+ Civic, professional and community involvement: Young Presidents’ Organization (YPO), Cetera Retirement Plan Advisory Council (RPAC) chair, NAPA, Women in Pension, Retirement Advisor Council (RAC), Network (WiPN), Goodwill Industries board member, P.E.O., church volunteer
+ Past: Reading Partners board member, Young Lives committee
+ Professional designations: Certified 401(k) Professional (C(k)P®), Qualified Plan Financial Consultant (QPFC), Accredited Investment Fiduciary (AIF®), Series 6, 63 and 65, Fiduciary Essentials for Defined Contributions Plans (FEDC) Trainer
NAPA 2018 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.
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.