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.

Happy National Trail Mix Day! A little variety makes the mix better, whether you are making a snack or building a strong...
08/31/2026

Happy National Trail Mix Day! A little variety makes the mix better, whether you are making a snack or building a strong team.

08/27/2026

Join us for an upcoming webinar focused on two important aspects of retirement planning: Medicare and Social Security. Jeannie Pham and Rick Wheeler will walk through Medicare enrollment basics, Social Security claiming considerations, common mistakes to avoid, and practical planning opportunities to help you make informed decisions with confidence.

Whether you're approaching retirement or helping a loved one navigate the process, this educational session is designed to provide clarity around key decisions that can impact your retirement journey.

Don't miss out, register now! https://our-summit.zoom.us/webinar/register/WN_56rtUUJDTXelAAgQNxhVGw #/registration



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 Avenue, Floor 3, Tulsa, OK. 74119.

08/20/2026

Is your insurance covering your needs, or do you find yourself wondering what good your insurance is doing?

Have questions about your current coverage? Reach out today to discuss your options and determine whether your plan continues to meet your needs.

08/17/2026

“The account automatically converts to an IRA at 18.” That line is showing up all over the coverage of Trump Accounts, and it may not be accurate.

Fund-provider guidance suggests these accounts do not convert on their own. Someone has to take action, or the account can sit in limbo the moment your child becomes an adult.

That's the problem with financial news moving faster than the fine print. The headline is easy. The details are where families get tripped up.

If you have kids or grandkids under 18, before you open a Trump Account, let's make sure it's set up correctly and actually fits your plan.

Our team is ready to discuss the next steps with you.



All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.

We had the opportunity to attend the Tulsa Regional Chamber's State of the State 2026, where business leaders, community...
08/13/2026

We had the opportunity to attend the Tulsa Regional Chamber's State of the State 2026, where business leaders, community partners, and elected officials came together to discuss the issues shaping ’s future. This year's event featured a forum moderated by Stacy Leeds, president of the The University of Tulsa, with Oklahoma Attorney General Gentner Drummond, Mike Mazzei, CFP®, MPAS®, and Cyndi Munson.

Conversations around workforce development, economic growth, education, and public policy highlight the importance of staying engaged in the issues that impact the communities where we live and work. Thank you to the Tulsa Regional Chamber for providing the opportunity for these important topics to be heard.

Dale Young and Kyle Minick, MBA represented Summit at the World Oilman’s Summer Assembly (WOSA) in this week.There's r...
08/13/2026

Dale Young and Kyle Minick, MBA represented Summit at the World Oilman’s Summer Assembly (WOSA) in this week.

There's real value in getting face-to-face with clients, partners, and industry leaders. WOSA provided a chance for our team to connect with organizations across the energy sector, exchange ideas, and continue building relationships that matter. We are grateful for the opportunity to take part in this year’s event.

On Purple Heart Day, we pause to recognize the extraordinary sacrifice of our wounded and fallen service members. Their ...
08/07/2026

On Purple Heart Day, we pause to recognize the extraordinary sacrifice of our wounded and fallen service members.

Their commitment to protecting our freedoms is inspiring.

We are thrilled to welcome four new members to our !Meet Cadence Cordova, MBA, Kayla Petersen, MBA, Lance Lane, CIC, an...
07/29/2026

We are thrilled to welcome four new members to our !

Meet Cadence Cordova, MBA, Kayla Petersen, MBA, Lance Lane, CIC, and Russell Cox.

Cadence is motivated by her faith and the opportunity to become more like Christ. She believes challenges create opportunities to grow, learn, and use the gifts we’ve each been given.

Kayla is driven by a love of learning that inspires her to keep growing. She is also motivated by solving problems, supporting those around her, and making a positive impact through her work.

Lance is determined to help clients protect what matters most. He sees insurance as a deeply meaningful profession and values being a resource for clients as they navigate complex coverage decisions.

Russel is motivated by setting an example of grit, hard work, and perseverance for his five children. His faith and family continue to inspire him to work hard, provide for those he loves, and leave a legacy of faith and determination.

We’re excited to have them on board as we continue to grow and reach new summits together.

07/14/2026

On Women’s Retirement Security Day, we’re reminded that financial progress is personal, and the numbers show why this conversation matters.

That gap is not a reason to feel behind. It is a reminder to get informed, ask questions, and take the next step toward a retirement strategy that reflects your goals, your priorities, and your timeline.

Whether you are increasing contributions, reviewing your plan, or simply starting the conversation, every step can help build clarity and confidence for the future.

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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