Congratulations to our Investments team who was selected as a Top DC Advisory Team of 2020 by the National Association […]
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2020 NAPA Top Women Advisor – Kaci Skidgel
Congratulations to Kaci Skidgel for being named a 2020 NAPA Top Women Advisor for the 6th consecutive year. The NAPA […]
Read MoreExpert Series: Time to Check Your Benefits
It’s never too late to start focusing on financial wellness. Check out this article cowritten by Kaci Skidgel and Jon […]
Read MoreWealthies Circle Podcast: Cetera’s 401(k) Fee-for-Service Advice Program
Our Retirement Plan Practice Leader, Kaci Skidgel partnered with Jon Anderson of Cetera Financial Group, on Cetera’s 401(k) Fee for […]
Read MoreSummit Adds Slayton and Hall to Group Benefits Division
Hall, Slayton join Summit
Read MoreTodd Rolland and Kyle Minick Discuss Employee Benefits on KEXB 620 AM, Dallas-Fort Worth
Todd Rolland and Kyle Minick were recent guests on the radio show “In the Know” on KEXB 620 AM, Dallas-Fort […]
Read MoreKaci 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 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: […]
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