Summit Financial Group, Inc. Employee Directory

Q: What is Summit Financial Group, Inc. known for?

Summit Financial Group, Inc. was founded in 1988. Summit Financial Group, Inc. operates in the Financial Services industry.

Q: Who are Summit Financial Group, Inc.'s key employees and leadership?

Summit Financial Group, Inc.'s key employees include: Chairman And Ceo: D. Y., Vice President Of Employee Benefits: K. M., Vice President Of Sales: D. N., Vice President Of Southern Region: C. S., Vp Of Benefits: A. T..

Financial ServicesUnited States51-200 Employees

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.

Find Summit Financial Group, Inc. employees' phone numbers or email addresses

Summit Financial Group, Inc. Global Highlights

North America
173

United States Of America
173

Summit Financial Group, Inc.'s Leadership

K. M.
Vice President Of Employee Benefits
Mobile Phone
Email
D. N.
Vice President Of Sales
Mobile Phone
Email
C. S.
Vice President Of Southern Region
Mobile Phone
Email
A. T.
Vp Of Benefits
Mobile Phone
Email
D. S.
Vice President Of Sales
Mobile Phone
Email
K. S.
President
Mobile Phone
Email
T. R.
President
Mobile Phone
Email
R. G.
President, Risk Management, Clu, Rhu, Rebc, Cic
Mobile Phone
Email

Contact profiles from Summit Financial Group, Inc.

Name

Title

Contact Info

Location

Last Update

K. S.
President
Mobile Phone
Email
United StatesTexas
Oct 09, 2024
T. R.
President
Mobile Phone
Email
Oct 09, 2024
R. G.
President, Risk Management, Clu, Rhu, Rebc, Cic
Mobile Phone
Email
United StatesTexas
Oct 28, 2025
D. Y.
Chairman And Ceo
Mobile Phone
Email
Oct 06, 2025
C. M.
President & Chief Executive Officer
Mobile Phone
Email
Oct 21, 2024
J. M.
Executive Vice President And Chief Accounting Officer
Mobile Phone
Email
Oct 22, 2024
R. G.
President, Ne
Mobile Phone
Email
Aug 08, 2025
S. W.
Co-Owner, Financial Advisor
Mobile Phone
Email
Oct 17, 2024
K. S.
President
Mobile Phone
Email
United StatesOklahoma
Oct 09, 2024
K. M.
Vice President Of Employee Benefits
Mobile Phone
Email
Nov 12, 2025

Frequently Asked Questions

What is Summit Financial Group, Inc. known for?

Summit Financial Group, Inc. was founded in 1988 operates in the Financial Services industry. The company's main headquarters is located in 5420 LBJ Freeway, Suite 1940, Dallas, Texas 75240, US; you can contact the main corporate office by phone at

+1-918-663-****

. Explore Summit Financial Group, Inc.'s company overview page for more information.

What is Summit Financial Group, Inc.'s most common email format?

Summit Financial Group, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Summit Financial Group, Inc. email formats with LeadIQ.

How many employees does Summit Financial Group, Inc. have currently?

Summit Financial Group, Inc. has approximately 137 employees as of October 2025. These team members are located across 1 continents, including North America.

Who are Summit Financial Group, Inc.'s key employees and leadership?

As of October 2025, Summit Financial Group, Inc.'s key employees include:

Vice President Of Employee Benefits: K. M.
Vice President Of Sales: D. N.
Vice President Of Southern Region: C. S.
Vp Of Benefits: A. T.
Vice President Of Sales: D. S.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking