By: Mark Curriden Summit Financial CEO and Chairman Dale Young grew tired of soaring legal expenses and “sacrificing profitability” as […]
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Kaci 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 […]
Read MoreSummit Nonprofit Partner Wilkinson Center to Host Annual Fundraising Event
The Wilkinson Center of Dallas, a non-profit that provides pathways out of poverty, will be hosting their 6th Annual White […]
Read MoreNational financial firm announces key hires in Oklahoma City
DALLAS – Summit, a national firm providing benefits, insurance and investment solutions, recently hired two new leadership team members in […]
Read MoreNational Financial Firm Undergoes Company Rebrand
Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other […]
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