Summit Financial Group, Inc.

Directions Website

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.

Connecting with students as they prepare for what’s ahead is always a rewarding experience.Our team had a great time at ...
10/02/2026

Connecting with students as they prepare for what’s ahead is always a rewarding experience.

Our team had a great time at the Oral Roberts University career fair, meeting students and learning about their goals. We’re always encouraged by the ambition and curiosity students bring to conversations about their future careers.

Thank you to Jackson Danforth and Kendall Pewitt for representing Summit and taking the time to connect with ORU students!


Registered Administrative Assistant of Cetera Wealth Services, LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity. 1350 S Boulder Ave Ste 300, Tulsa OK 74119
Kendall Pewitt is not affiliated or registered with Cetera Wealth Services, LLC. Any information provided by Kendall is in no way related to Cetera Wealth Services, LLC or its registered representatives.

Summit was honored to sponsor the Oklahoma Derby Riders' Cup, benefiting Re*****on Park Racetrack Casino *****onCares C...
09/25/2026

Summit was honored to sponsor the Oklahoma Derby Riders' Cup, benefiting Re*****on Park Racetrack Casino *****onCares Charities and the many organizations it supports throughout . From autism awareness and breast cancer support to foster care services and other local initiatives, the impact of this event reaches far beyond the golf course.

Thank you to Peter Reardon, Joe Guzman Jr, and George Purdy for representing Summit and helping support one of the year's most impactful charitable events.

Learn more about the charities being supported: https://www.remingtonpark.com/charity-partners/

*****onCares
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.

A strong finish to the Women's Programming Event series, closing out a meaningful run of connection, conversation, and...
09/24/2026

A strong finish to the Women's Programming Event series, closing out a meaningful run of connection, conversation, and community among local professionals.

At Summit, we believe strong communities are built through meaningful relationships, shared experiences, and a commitment to helping one another grow. We are proud to have supported this series from beginning to end, and especially proud that Kaci Skidgel was there to help kick it off and set the stage for the conversations that followed.

As the final event comes to a close with inspiring words from Lauren Sweeney, we are grateful for the opportunity to be part of a series that brought women together to learn, network, lead, and strengthen Tulsa's professional community.

This week, we joined business and community leaders from across the region, sponsoring North Texas Commission’s Annual M...
09/23/2026

This week, we joined business and community leaders from across the region, sponsoring North Texas Commission’s Annual Meeting, to shed light on the opportunities and priorities shaping the future of North Texas.

We're especially proud to see Dale Young participate as a recently inducted member of the North Texas Commission Board of Directors, continuing his commitment to strengthening collaboration, supporting regional growth, and helping advance initiatives that benefit employers, businesses, and communities throughout the region.



Registered Representative offering securities through Cetera Wealth Services, LLC (doing insurance business in CA as CFGAN Insurance Agency 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. CA Insurance License .

09/18/2026

The Tulsa Fire Department had a special moment during this week’s Medicare presentation, singing happy birthday to Jeannie Pham!

Jeannie was there to help walk through , an important topic for anyone preparing for retirement, but the amazing group of firefighters turned the attention to her. Happy birthday, Jeannie. We are grateful for the care you bring to the people you serve!!

Kaci Skidgel

Jeannie Pham and George Purdy are not affiliated or registered with Cetera Wealth Services LLC. Any information provided by Jeannie Pham or George Purdy is in no way related to Cetera Wealth Services LLC or its registered representatives.
Kaci Skidgel is a 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.

We're proud to share that Dale Young, Chairman and CEO of Summit, has joined the North Texas Commission Board of Directo...
09/16/2026

We're proud to share that Dale Young, Chairman and CEO of Summit, has joined the North Texas Commission Board of Directors.

The Commission brings together leaders from across North Texas to help shape regional priorities, strengthen collaboration, and support future growth. Dale's appointment reflects his ongoing commitment to serving the employers, businesses, and communities that make the region so strong.

We are honored to see Dale contribute his perspective and help advance initiatives that support the continued growth and vibrancy of North Texas.

Read the full announcement: https://yoursummit.com/news/dale-young-nca-appointment/


Registered Representative offering securities through Cetera Wealth Services, LLC (doing insurance business in CA as CFGAN Insurance Agency 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. CA Insurance License .

Today, we remember and honor the lives lost on September 11, 2001. Twenty-five years later, we continue to reflect on th...
09/11/2026

Today, we remember and honor the lives lost on September 11, 2001.

Twenty-five years later, we continue to reflect on the courage of the first responders, the strength of the survivors, and the unity that emerged in the face of tragedy.

We will never forget.

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.

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

Website

Alerts

Be the first to know and let us send you an email when Summit Financial Group, Inc. posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category