The Summit Advantage

At Summit Financial Group, we are your trusted partner from the very start. Our innovative, process-driven strategies, paired with a consultative approach, ensure that objectives are thoroughly understood. We make recommendations in Risk Management, Employee Benefits, Insurance, Retirement Plans, and Wealth Management that provide significant value to your organization and employees.

This is The Summit Advantage.

Providing a Wide Array of Solutions for Companies of Any Size

Employee Benefits

We strive to be an extension of your HR Team providing training, compliance, and benefit guidance. We identify the ideal benefits package, guide the enrollment process, and provide continued advocacy.

Risk Management

We identify risks and exposures as part of a comprehensive ‘gap analysis’ to minimize unexpected business losses. This includes transferring risks through insurance programs, ensuring long-term protection and sustainability.

Retirement Plans

In a highly regulated environment, we serve as fiduciary advisors and advocates to confidently secure the most advantageous retirement plan, providing education and guidance to employees.

Wealth Management

We provide more than just investment strategies and management; we offer advice and create a lifelong personalized financial plan to fit your unique needs and goals.

Who We Work With

We partner with companies, executives, HR professionals, and individuals to create a plan that meets objectives.

Client Success Stories

"[Our] long-term partnership with Summit is evidence of the high-level service we receive and the valued team approach we have with Summit! Kaci Skidgel and the team at Summit are very proactive and forward thinking. They are experts in what they do which allows us to move forward with full confidence that they will handle our needs in a professional and ethical way. They keep us in compliance and help us to continually improve ways we can assist our employees in saving for their futures. This team is exceptional in all aspects and never wavers in the assistance and services they provide. We are so pleased with our Summit experience for the investment advisory division that we have just engaged Summit Benefits to handle our employee benefits. Whether it is service maintaining an existing plan or assistance with incorporating an acquisition, we absolutely trust the Summit Team as investment advisors for our company."

- Stephanie Liuzza, HR Director, Pelco Products

"Prior to signing on with Summit, our staff didn’t have any support to assist them with reviewing and making changes to their 401(k) plan. We didn’t have advisors and were forced to use an 800 number to reach out, many times without answers” … “Our team has had the opportunity to meet with the Summit staff one on one to discuss their retirement goals and current contributions. Several staff members have complimented the Summit’s team expertise and advice. We are grateful we can reach out whenever we have questions and know that we will receive credible and reliable answers in a timely Manner” …”It is imperative that we continue to recruit top talent and retain the valued staff members we currently have. Offering competitive benefits is one way we can do that, so having a well-managed 401(k) plan with Summit’s guidance helps us continue to grow our team and achieve our mission. We are very satisfied with Kaci and her team and are glad we made the decision to hire them. Their capabilities to work with a diverse staff with members near and far from retirement age has been a big benefit for us."

- Carla Schaeperkoetter, COO, Oklahoma State Chamber

"As I was approaching retirement, I was concerned about what to do with my retirement funds. I felt I needed to move them from the company 401(k) plan I was in, but had no idea where to start or who to contact. I mean, I am talking my life-savings, right? What if I chose wrong and I lost all the money that was supposed to last until I died? I was scared and unsure, knowing there were people out there who would love to separate me from my small nest egg, just like you hear on the news all the time.”…”The first time I met with Rick he drove 2 hours to meet with me in my office at work, where I would be comfortable talking to him and have access to any information I needed to give him. He immediately made me feel at ease and asked questions about how he could help me, what I was looking for and what I expected. I feel Rick is very knowledgeable about his business and can explain things where I can understand what I need to know” … “he takes the time to go over things with me so I feel confident in our plan and is very good about getting back with me when I contact him."

- Kathy Gore, Wealth Management Client

Ready to Talk? Let's meet.

Ready to map out a plan for the future? Our experienced team will help you take the first step.