Summit Financial Group, Inc.

Summit Financial Group is proud to announce that Dale Young, Chairman and CEO of Summit Financial Group, has accepted a seat on the North Texas Commission Board of Directors.

Summit Financial Group, Inc., a national financial services organization founded in Tulsa and headquartered in Dallas, has acquired IFC Benefit Solutions, Inc., a Fort Worth-based employee benefits and HR solutions firm founded in 1987.

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.