Todd Rolland and Kyle Minick were recent guests on the radio show “In the Know” on KEXB 620 AM, Dallas-Fort […]
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Kaci L. Skidgel, C(K)P, QPFC, AIF Joins the Retirement Advisor Council
East Granby, CT- Kaci Skidgel has joined the Retirement Advisor Council. The Retirement Advisor Council is pleased to announce that […]
Read MoreSummit Welcomes New Team Members to Group Benefits Division
Summit Financial Group Inc. hired Alicia Tiefenthaler and Kim Mitchell as senior account managers in Group Benefits.
Read MoreDaniel Gerber Makes Summit Financial’s ‘Visions Become a Reality’
By: Mark Curriden Summit Financial CEO and Chairman Dale Young grew tired of soaring legal expenses and “sacrificing profitability” as […]
Read MoreKaci Skidgel Named to Financial Times’ 401 Top Advisors List
Congratulations to Kaci Skidgel for being named one of Financial Times’ 401 Top Advisors of 2018! Being named to this […]
Read MoreLatest retirement planning trends include automatic enrollment, automatic escalation and Health Savings Accounts
By: PAULA BURKES, BUSINESS WRITER Tulsa, OK- Retirement planning trends include automatic enrollment, automatic escalation and Health Savings Accounts Q: […]
Read MoreKaci Skidgel Named as Delegate to NAPA DC Fly-In Forum
OKLAHOMA CITY —Kaci Skidgel, President of Corporate Retirement Plans at Summit, recently participated as a delegate to the National Association […]
Read MoreKaci Skidgel Awarded Certified 401(k) Professional Designation
The Retirement Advisor University is pleased to announce that Kaci L. Skidgel, Summit’s President of Retirement Planning, is now credentialed […]
Read MoreFacing Addiction in the Workplace
Substance abuse and addiction amongst employees is something no business or organization wants to see. With addiction rates rising across […]
Read MoreValley National Bank Breaks Ground on New Downtown Headquarters
Summit’s partner Valley National Bank has begun the construction of their new headquarters in downtown Tulsa. Increasing their already-strong presence […]
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