Dale Young

Chairman & Chief Executive Officer

Dale W. Young is the Chairman & Chief Executive Officer of Summit Financial Group.  He has integrated more than 30 professional entities into the Summit Consolidated Group since founding it in 1988. This group provides a wide range of products and services, including group insurance coverage, administrative services, retirement plan benefits, property & casualty insurance, and business consulting. 

Dale is known for his optimistic, big-picture leadership and broad vision, setting the tone for the Summit team by prioritizing integrity, work ethic, and collaboration. He challenges his team to pair exceptional service with deep knowledge to serve clients at the highest levels in an industry driven by change.  

Dale is recognized for his insightful leadership, which seamlessly intertwines the tenets of education and professional growth. He champions the Know-Do Balance, a life philosophy that harmonizes knowing and doing for holistic personal and professional growth. Dale emphasizes that wisdom transcends inherent intelligence or common sense; it’s about character transformation and teachability. His multifaceted career, from academia to leadership roles, exemplifies a steadfast commitment to growth and lifelong learning.

Dale is also a passionate entrepreneur and community leader, advocating for causes that create positive outcomes for businesses and all stakeholders. 

Dale has been involved in various civic, professional, political, and community activities, including serving on the Pension Committee for Methodist Health Systems of Dallas, Texas Association of Business, One Heart Project Board, Texas Business Leadership Council, Fellowship of the Outdoors Board, etc. He has held numerous board positions in the past, including Council of Growing Companies Chairman, Insurance Advisory Council Boards, CEO Forum Board Member, Goodwill Industries of Tulsa Board Member, Southcrest Hospital Chairman and Board Member, and Texans Can Academy Board Member. 

He also holds professional designations as a Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC).

Investment Adviser Representative offering securities and advisory services through Cetera Advisor Networks LLC, doing insurance business in CA as CFGAN Insurance Agency LLC, CA insurance license #0644976, member FINRA/SIPC, a broker/dealer and Registered Investment Advisor. Cetera is under separate ownership from any other named entity.