Congratulations to Kaci Skidgel for being named one of Financial Times’ 401 Top Advisors of 2018! Being named to this […]

OKLAHOMA CITY —Kaci Skidgel, President of Corporate Retirement Plans at Summit, recently participated as a delegate to the National Association […]

The Retirement Advisor University is pleased to announce that Kaci L. Skidgel, Summit’s President of Retirement Planning, is now credentialed […]

Substance abuse and addiction amongst employees is something no business or organization wants to see. With addiction rates rising across […]

Summit’s partner Valley National Bank has begun the construction of their new headquarters in downtown Tulsa. Increasing their already-strong presence […]

The Wilkinson Center of Dallas, a non-profit that provides pathways out of poverty, will be hosting their 6th Annual White […]

DALLAS – Summit, a national firm providing benefits, insurance and investment solutions, recently hired two new leadership team members in […]

Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other […]

By Kaci Skidgel, Registered Representative, Summit  Personal finance is usually incredibly important to most people, yet not always closely managed. […]