Summit Financial Group, Inc.

Firm recognized for forward-thinking approach to community investment and Season Sponsorship of SVP Dallas

Summit Financial Group is proud to announce that Kaci Skidgel*, President of Summit, has been recognized among the 2026 PLANADVISER Top Retirement Plan Advisers, an honor that highlights outstanding retirement plan professionals across the country.

Summit Financial Group is proud to announce that our Investments Team has been selected as a Top DC Advisory Team of 2026 by the National Association of Plan Advisors (NAPA).

Summit is proud to announce the addition of David Beck, CPA, QPA, ERPA, to its leadership team as a Senior ERISA Consultant.