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  • 5420 LBJ Freeway, Suite 1940, Dallas, TX 75240

Kaci Skidgel

President

Since joining Summit in 2007, Kaci has been instrumental in leading the company’s investments team. Her strategic vision and leadership have significantly influenced the company’s direction and growth. As the executive sponsor of Summit’s Leadership Development Program, Kaci is deeply committed to nurturing talent and fostering professional development within the organization. Her dedication to this program underscores her belief in the importance of continuous learning and growth for all employees. Additionally, Kaci takes immense pride in being the second generation of this family-owned business. She continues to uphold and advance the legacy with unwavering passion and commitment, ensuring that the values and traditions of the company are preserved and strengthened for future generations.

Kaci leads ERISA fiduciary training, addresses trends in Retirement Plans for 401k, 403b, and 457 plans, and contributes to forums and training sessions for organizations like the Society for Human Resources Management, Certified Public Education Board, and the Association of Legal Administrators.

Kaci is the author of the book “Path to the Summit – Strategies to Reach your Company’s Peak Retirement.” She is also fluent in Spanish.

Kaci is recognized in her field with awards and recognitions that include:

  • Top Women Advisor by NAPA (2015-2024)
  • Top Financial Adviser by Financial Times (2018)
  • Top Retirement Plan Adviser by PLANADVISER (2022, 2023, 2024)
  • Team named Top DC Advisor Team (2020, 2021, 2022, 2023, 2024)

 

Kaci is an active member of her civic and professional communities and is involved in a vast number of organizations including:

  • Board Member: Young Presidents’ Organization (YPO), Cetera Retirement Plan Advisory Council (RPAC), Goodwill Industries, Ironhorse Financial, Tulsa Regional Chamber, Balcony Women
  • Member: National Association of Plan Advisors (NAPA), WE Inspire Promote Network (WIPN), Retirement Advisor Council (RAC), American Retirement Association (ARA), P.E.O
  • Past Board Member: Reading Partners, Young Lives

 

Professional Designations:

  • Certified Professional Fiduciary Advisor (CPFATM)
  • Certified 401(k) Professional (C(k)P®)
  • Accredited Investment Fiduciary (AIF®)
  • Series 6, 63, and 65
  • Fiduciary Essentials for Defined Contributions Plans (FEDC) Trainer
Investment Adviser Representative offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Advisor. Cetera is under separate ownership from any other named entity. 1350 S. Boulder Avenue, Floor 3, Tulsa, OK. 74119.
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5420 LBJ Freeway, Suite 1940
Dallas, Texas 75240

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