At Summit, we design and strategically implement professional benefits, insurance, and investment solutions that help secure a healthy financial future for our clients.

Founded on the vision of creating a full-service benefits firm, Summit utilizes many years of industry knowledge coupled with bright, hard-working, and extremely credentialed employees to take satisfaction to a new “Summit”. 

Investment Advisor Representative offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.


Insurance

Investment Management

Summit Financial Group, Inc.

Scott Moffitt

Whitney Beale

Kaydann Copeland

John Locher

Jen Wright

David Morgan

Shannon Day

Todd Rolland

Cpfa™ Kaci Skidgel Cp®, Aif® (k)

Tawny Moore

Kay Alldredge

Cisr Jacey Ramirez (Avant)

Christi Weldon

Alex Graham

Aimee MacInnes

David Naspo

Brian Buttram

Randy Gowdy

Dale Young

The Leadership Team at Summit Financial Group, Inc. is responsible for setting the strategic direction of the company, overseeing operations, and ensuring that the firm meets its goals for providing innovative benefits, insurance, and investment solutions. Comprised of top executives, the team works collaboratively to guide the company, making key decisions on business development, risk management, human resources, and client services to drive growth and maintain high standards of client satisfaction.

Leadership Team

Sales and Account Management

Senior Management Team

Leadership Team

About

Team members

Other teams at Summit Financial Group, Inc.

Sales and Account Management

Senior Management Team