Summit Financial Group, Inc.

Summit Financial Group, Inc. Investment Adviser Representative offering securities and advisory services through Cetera Advisor N Summit Financial Group, Inc.

is A Summit Consolidated Group Company, A privately held national employee benefits, risk & wealth management planning firm.

Summit’s Annual Employee Benefits Forum continued in this week, creating space for timely conversations and practical ...
06/25/2026

Summit’s Annual Employee Benefits Forum continued in this week, creating space for timely conversations and practical takeaways.

Thank you to our speakers Hugh O’Toole of Innovu, Brandon Long of aft, Luis Velez of the .s.departmentoflabor, Chris Dingess and Dr. Jessica Rimmer of , Chuck Leu of Obsidian Strategic Consulting Texoma TR, Matt Sidhom of Integrity, as well as Peter Reardon, David Beck, and Kaci Skidgel for their valuable insights.

Whether you’re guiding your team or sharing stories at bedtime, we want to recognize all of the incredible today! Your...
06/21/2026

Whether you’re guiding your team or sharing stories at bedtime, we want to recognize all of the incredible today! Your leadership, care, and support make a lasting impact. Wishing you a wonderful Father’s Day!

In honor of this Sunday, we’re celebrating the teamwork across the country that brings the Summit family together! Fro...
06/19/2026

In honor of this Sunday, we’re celebrating the teamwork across the country that brings the Summit family together! From , to , to and beyond, we’re grateful for the people who make it all possible.

06/14/2026

Today we honor the symbol that represents our nation’s unity, resilience, and freedom.

We’re grateful for everyone who helped make Summit’s Annual Employee Benefits Forum in Oklahoma such a success and for t...
06/12/2026

We’re grateful for everyone who helped make Summit’s Annual Employee Benefits Forum in Oklahoma such a success and for those who will support our upcoming Texas event on June 25.

We also appreciate the sponsors whose support helped bring this event together and contributed to a valuable experience for attendees across both sessions. Without you, this opportunity for collaboration would not have come to fruition. Thank you.

Jay Slusher of PIMCO, Mike Sullivan of American Century, Katelyn Boone of Fidelity Investments, Kevin Morgan of J.P. Morgan, MJ Zayac of AllianceBernstein, Andrew Brosco of Franklin Templeton, Lloyd Silk of John Hancock, Andy Tyndall of MFS, Mark Pottle of Neuberger Berman, Kyle Kunde of Nuveen, Jeff Lee of PGIM, Matt Larson of CNR, Jace James of First trust, Aaron Schramm of MetLife, Greg Holley of FlexPlan, Robbie Breeding of Guardian, Ben Blundell of Mutual of Omaha, Grace Gibbs of Principal, Ashley Martin of WorkShield, and Blake Hughey and Caleb Buck of ProLiant.
PayrollOrg

Summit’s Annual Employee Benefits Forum was a strong success, bringing together attendees in and for timely conversa...
06/10/2026

Summit’s Annual Employee Benefits Forum was a strong success, bringing together attendees in and for timely conversations, practical takeaways, and significant connections.

Sessions covered fiduciary considerations in health and welfare plans, leadership and culture, AI-driven total rewards strategy, and current retirement plan trends.

Thank you to our speakers Hugh O'Toole of Innovu, Brandon Long of McAfee & Taft, Luis Velez of the U.S. Department of Labor, Christopher Dingess and Jessica Rimmer, Ph.D. of Solomon Strategic Advisors, Chuck Leu of Obsidian Strategic Consulting and Texoma Association of Total Rewards, Joy M Killingsworth, MBA of Bob Moore Auto Group, as well as Peter Reardon, AIF®, CPFA®, David Beck, CPA, QPA, ERPA, and Kaci Skidgel, CPFA™, C(k)P®, AIF® for their valuable insights.

Join us on Thursday, June 25 in Dallas for Summit’s Annual Employee Benefits Forum.The event features in depth discussio...
06/10/2026

Join us on Thursday, June 25 in Dallas for Summit’s Annual Employee Benefits Forum.

The event features in depth discussions on the essential components of meeting the fiduciary standard in health & welfare plans including prohibited transaction considerations, the case for building a high performance culture, and the Total Rewards Maturity Model powered by AI and automation. We will also explore current trends and emerging topics shaping today’s retirement plan landscape.

You will have the opportunity to hear insights from an experienced ERISA attorney, CPA, and Department of Labor investigator.

Attendees will be eligible for 6 hours of CPE, SHRM, HRCI, and Payroll RCH Credits. Breakfast and lunch will be provided.

Seats are filling fast!

Register Here: https://yoursummit.com/calendar-event/summits-annual-employee-benefits-forum-texas/

AssociationofTotalRewards
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This event has been funded in whole by AllianceBernstein, American Century, CNR, Fidelity, Franklin Templeton, FT Apex, Guardian, JPMorgan, MetLife, MFS, Neuberger Berman, Nuveen, PGIM, PIMCO, Principal, and SEI.
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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. 1350 S Boulder Ave STE 300, Tulsa, OK 74119. Phone: 800-475-0991. CPE Sponsors, SHRM, HRCI, PayrollOrg, and Texoma TR are not affiliated

Today, we pause to remember D-Day. We honor the incredible bravery and sacrifice of the Allied forces who fought for fr...
06/06/2026

Today, we pause to remember D-Day.

We honor the incredible bravery and sacrifice of the Allied forces who fought for freedom and pay tribute to those who never made it home.

06/04/2026

Join us for an upcoming webinar exploring policy conversations around Trump Accounts and the everyday financial decisions that shape long-term confidence.

Nicole Ugalde of Investment Management and our own George Purdy will walk through common concerns across life stages, break down the nuances of these new account structures, and share practical steps to help bring clarity to your planning.

Don’t miss out, register now! https://our-summit.zoom.us/webinar/register/WN_KpD8adSjRNOvbbQttZb8Rg #/registration



George Purdy is a Registered Representative with Cetera Wealth Services, LLC. Nicole Ugalde and MFS Investment Management are not affiliated with or registered with Cetera Wealth Services, LLC. Any information provided by them is independent of Cetera and its registered representatives.

06/02/2026

More than half of Americans are concerned about outliving their savings.

This Annuity Awareness Month is a reminder that retirement success for your employees isn’t just about growth... it’s about how they turn that into a sustainable resource for retirement.

Does your team have a plan for making retirement income last? Our team may be able to help.

Address

5420 LBJ Freeway, Suite 1940
Dallas, TX
75240

Opening Hours

Monday 8am - 5pm
Tuesday 9am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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