Summit Ridge Financial Group, LLC.

Home
United States
Gillette, WY
Summit Ridge Financial Group, LLC.

At Summit Ridge Financial Group, we believe in serving our clients with honesty, heart, and wisdom. "Guiding your wealth, growing your life."

Serving our clients' diverse financial needs including: Investment Advisory, Retirement Planning, Business Benefits & Strategies, and Insurance & Annuity Solutions. We know that money has no real value until it’s used to enrich lives — to create moments of joy, freedom, and fulfillment. That’s why we take the time to truly understand each client’s story, dreams, and values. Together, we design personalized financial plans that empower you to live your most beautiful life — with confidence, clarity, and purpose. We honor the years of dedication and sacrifice it takes to build wealth and success. Our mission is to help you protect what you’ve worked for, enjoy what you’ve earned, and create a legacy that lasts for generations. At Summit Ridge, we’re not just guiding finances — we’re helping build lives worth celebrating. I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions. Neither Summit Ridge Financial Group, LLC., nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Summit Ridge Financial Group LLC. is not owned or operated by New York Life Insurance Company or its affiliates.

300 Green ave. Gillette, WY
82716

(307)-686-2157

09/24/2026

Right here in Gillette.

Summit Ridge Financial Group is proud to call 300 Green Avenue home.

This is where conversations happen, questions get answered, and relationships continue to grow. We're grateful to be part of the same community as the individuals, families, and businesses we have the opportunity to serve.

Whether you've worked with us before or you're just getting to know Summit Ridge, we're glad you're here.

09/22/2026

While the world has evolved over the past 250 years, these financial principles from the founding fathers still offer a playbook for building wealth today.

09/21/2026

When life changes, sometimes the paperwork doesn't get the memo.

A beneficiary you haven't looked at in years.
A budget that's changed.
A retirement account you haven't checked lately.
Coverage that made sense at one point but hasn't been reviewed since.

None of these things necessarily mean something is wrong. They're just easy to put on autopilot.

September is a good time to pull a few things back out, take a look, and make sure they still make sense for your life today.

09/16/2026

Integrity is often found in the little things.

Taking the time to look over the details. Being honest when answering questions. Following through on what we say we'll do. And treating the people we work with the way we'd want our own families to be treated.

At Summit Ridge Financial Group, integrity isn't just a word we put on a list of values. It's something we work to bring into the way we serve our clients every day.

Because trust is built in the details, too

09/14/2026

If you run a business and you offer your employees a 401(k)...

and you are not impressed with any piece of your plan or provider, our team may be the answer.

Did you know that you don't even have to change your plan entirely to be able to possibly see reduced fees, better fund line-ups, and/or local caring customer service?

Our office partners with many different companies, and we can often just be named as the advisor of the plan. No major changes or paperwork overhauls. Just a quick assignment.

What we will do for you:

--> Review the plan for anything that needs to be fixed immediately to protect you as the employer and satisfy your fiduciary responsibilities.

--> Request repricing of the plan to possibly reduce your, and/or your employees internal fees. This simple step can possibly mean thousands of dollars in savings!

--> Review the fund lineup, and make improvements if needed

--> 🌟Provide your team with local customer service. That means no more 1-800 numbers, real financial guidance from actual financial advisors, and help for your HR team to alleviate as much stress as possible🌟

If this is something you'd like to discuss, you can email us at [email protected] or call our office at (307)-686-2157.

09/11/2026

To those who lost their lives. To the ones who loved those lost. To the heros who saved so many.

You are not forgotten.

09/10/2026

Please help us congratulate Madison Robidart on being named to New York Life’s Executive Council for the 4th year!

Executive Council represents the top 20% of New York Life agents, and we are incredibly proud to celebrate Madison earning this recognition for the fourth time.

Madison is constantly learning, asking questions, challenging herself, and challenging the systems around her when she believes there is a better way. She is highly analytical and will dig deeper into an account, product, or client situation until she has the clarity she needs to feel confident that a recommendation is truly in her client’s best interest.

Behind the scenes, she is often the backbone of the work no one sees. She is always pushing our team, our service, and our office to be better. She cares wholeheartedly about the people who trust us and is usually the last person willing to give up when something gets difficult.

Of course, working with Madison also means accepting that the phrase “I have an idea” will probably result in a new process, three follow up questions, and at least one more thing for the team to do.

But that drive to make things better is a big part of what makes her who she is.

Four years of Executive Council recognition is worth celebrating, but we are even more proud of the heart, hard work, and determination behind it.

Congratulations, Madison!

09/08/2026

Please help us congratulate Sonny Merchen on being named to New York Life’s Executive Council for the 9th year!

Executive Council represents the top 20% of New York Life agents, and earning that recognition for nine years is an accomplishment worth celebrating.

But if you know Sonny, you know the recognition isn’t what matters most to him.

Sonny has built his career by showing up for people. He takes the time to listen, asks the right questions, and genuinely gets to know the families he works with. He believes the relationship comes first and that doing what is right for the person sitting across the table will always matter most.

He’s also the guy who would probably rather be coaching, playing cards, watching football, or meeting a client over lunch than standing around talking about an award.

That’s exactly why we wanted to do it for him.

Nine years. Top 20%. Countless families served along the way.

Congratulations, Sonny! We’re incredibly proud of what you’ve accomplished and even prouder of the way you’ve accomplished it.

09/07/2026

You'd be hard pressed to find a community of harder working people than Gillette, Wyoming.

From miners, to ranchers. Business owners and everyday people.

This town KNOWS what it means to work hard.

Whether you're celebrating with a day off, or still on the everyday grind.

We want to extend a heartfelt thank you from our office to you for all that YOU DO to keep this town, this state, and this nation running smoothly.

Cheers to the Energy Capitol of the Nation 💪⚡

Happy Labor Day!

-Summit Ridge Financial Group

09/03/2026

🚨Important Scam Alert🚨

We have received multiple calls from individuals reporting unauthorized charges or withdrawals from their bank accounts associated with a company using the name “Summit Ridge Con Accounting.”

We want to be very clear: these transactions are NOT from Summit Ridge Financial Group and are not associated with our office.

The individuals who have contacted us have reported that the transaction references “Summit Ridge Con Accounting,” not “Summit Ridge Financial Group.” This is not how Summit Ridge Financial Group collects payments from our clients.

If you see an unfamiliar transaction with this name on your bank account:

Do not provide any additional personal, banking, or payment information.
Contact your bank or financial institution directly using a trusted phone number to report the transaction and ask about appropriate next steps.

If you are unsure whether a transaction is associated with Summit Ridge Financial Group, please call our office directly at 307-686-2157.

Thank you to the individuals who contacted us and brought this to our attention. We are sharing this information so our clients and community are aware.

Please share this post to help spread the word.

Summit Ridge Financial Group
300 Green Ave.
Gillette, WY 82716
307-686-2157

Address

300 Green Avenue
Gillette, WY
82716

Website

http://www.summitridgefinancial.com/

Alerts

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

Contact The Business

Send a message to Summit Ridge Financial Group, LLC.:

Want your business to be the top-listed Finance Company in Gillette?