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Kaci Skidgel

President

Since joining Summit in 2007, Kaci has been instrumental in leading the company’s investments team. Her strategic vision and leadership have significantly influenced the company’s direction and growth. As the executive sponsor of Summit’s Leadership Development Program, Kaci is deeply committed to nurturing talent and fostering professional development within the organization. Her dedication to this program underscores her belief in the importance of continuous learning and growth for all employees. Additionally, Kaci takes immense pride in being the second generation of this family-owned business. She continues to uphold and advance the legacy with unwavering passion and commitment, ensuring that the values and traditions of the company are preserved and strengthened for future generations.

Kaci leads ERISA fiduciary training, addresses trends in Retirement Plans for 401k, 403b, and 457 plans, and contributes to forums and training sessions for organizations like the Society for Human Resources Management (SHRM), Texas Society of CPAs, and the Southwest Benefits Association.

Kaci is the author of the book “Path to the Summit – Strategies to Reach your Company’s Peak Retirement.” She is also fluent in Spanish.

Kaci is recognized in her field with awards and recognitions that include:

  • Top Women of Excellence by NAPA (2015-2025)
  • Top Financial Adviser by Financial Times (2018)
  • Top Retirement Plan Adviser by PLANADVISER (2022, 2023, 2024, 2025, 2026)
  • Team named Top DC Advisor Team (2020, 2021, 2022, 2023, 2024, 2025, 2026)

 

Kaci is an active member of her civic and professional communities and is involved in a vast number of organizations including:

  • Board Member: Folds of Honor, Goodwill Industries, Ironhorse Financial, Tulsa Regional Chamber, and Cetera Retirement Plan Advisory Council (RPAC)
  • Member: National Association of Plan Advisors (NAPA), Retirement Advisor Council (RAC), American Retirement Association (ARA), WE Inspire Promote Network (WIPN), and P.E.O
  • Past Board Member: Young Presidents’ Organization (YPO), Reading Partners, Young Lives, and Balcony Women
  • Honoree for the Journal Record Woman of the Year 2025, acknowledging her leadership and contributions.

 

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
Registered Representative offering securities through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. 1350 S. Boulder Avenue, Floor 3, Tulsa, OK. 74119. 2025 Top Women Advisor, NAPA Top Women of Excellence formally “NAPA Top Women Advisors” issued by NAPA. 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 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). 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 financial professional 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. 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. 2022-2026 Top Retirement Plan Advisers issued by PLANADVISER. Each year PLANADVISER magazine recognizes the top quantitative standouts from its Retirement Plan Adviser Survey according to the dollar value of qualified plan AUA as well as the number of plans under advisement. 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. 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. The accolade is based on the previous calendar year’s numbers but was too unwieldy and confusing to tag it as such. We have updated the title to reflect the year in which it is released even though it is still based on last year’s numbers. 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.
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Registered Representative offering securities through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. This site is published for residents of the United States only. Registered Representatives of Cetera Wealth Services, LLC may only conduct business with residents of the states and/or jurisdictions in which theyare properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Wealth Services, LLC site at https://cetera.com/cetera-wealth-services/disclosures

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