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Summit Financial Group, Inc. logo

Summit Financial Group, Inc. Employee Directory

Financial ServicesTexas, United States51-200 Employees

Summit Financial Group, Inc. operates in the financial services sector, designing and implementing professional benefits, insurance, and investment solutions for its clients. The firm leverages years of industry knowledge and a team of credentialed professionals to address clients' long-term financial needs. Investment advisory and securities services are offered through Cetera Advisor Networks LLC, which operates separately from the other entities named in its network. 

Based in Dallas, Texas, Summit positions itself as a full-service benefits firm, providing integrated solutions aimed at helping clients manage and protect their financial well-being. In 2024, the company expanded its Southwest footprint by acquiring Compass Benefit Solutions, LLC, signaling growth beyond its original markets.

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

Summit Financial Group, Inc. Global Highlights

Location
Employees

North America
158

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  • United States Of America
    158

Asia
1

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  • Indonesia
    1

Summit Financial Group, Inc.'s Leadership

  • Vice President Of Employee Benefits at Summit Financial Group, Inc.
    K. M.
    Vice President Of Employee Benefits
    Mobile Phone
  • Vice President Of Risk Management at Summit Financial Group, Inc.
    L. L.
    Vice President Of Risk Management
    Mobile Phone
  • Vice President Of Sales at Summit Financial Group, Inc.
    D. S.
    Vice President Of Sales
    Mobile Phone
  • President & Chief Executive Officer at Summit Financial Group, Inc.
    C. M.
    President & Chief Executive Officer
    Mobile Phone
  • President, Ne at Summit Financial Group, Inc.
    R. G.
    President, Ne
    Mobile Phone
  • Chairman And Ceo at Summit Financial Group, Inc.
    D. Y.
    Chairman And Ceo
    Mobile Phone
  • Executive Vice President And Chief Accounting Officer at Summit Financial Group, Inc.
    J. M.
    Executive Vice President And Chief Accounting Officer
    Mobile Phone
  • Co-Owner, Financial Advisor at Summit Financial Group, Inc.
    S. W.
    Co-Owner, Financial Advisor
    Mobile Phone

Summit Financial Group, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Sales
  • Business
  • Community & Social Services
  • Accounting
  • Other
  • Finance
  • Human Resources

Contact profiles from Summit Financial Group, Inc.

Name
Title
Contact
Location
Last Update
  • Senior Mortgage Banker at Summit Financial Group, Inc.
    K. L.
    Senior Mortgage Banker
    Mobile Phone
    Oct 21, 2024
  • Marketing Coordinator at Summit Financial Group, Inc.
    M. M.
    Marketing Coordinator
    Mobile Phone
    Jun 25, 2026
  • Financial Planning And Analysis Intern at Summit Financial Group, Inc.
    B. C.
    Financial Planning And Analysis Intern
    Mobile Phone
    Oct 17, 2024
  • Contact Center Representative at Summit Financial Group, Inc.
    S. H.
    Contact Center Representative
    Mobile Phone
    Apr 26, 2025
  • Board Member at Summit Financial Group, Inc.
    S. B.
    Board Member
    Mobile Phone
    Oct 23, 2024
  • Financial Planning Intern at Summit Financial Group, Inc.
    Z. K.
    Financial Planning Intern
    Mobile Phone
    Oct 17, 2024
  • Employee at Summit Financial Group, Inc.
    B. L.
    Mobile Phone
    Oct 22, 2024

Frequently Asked Questions

What is Summit Financial Group, Inc. known for?

Minus sign iconPlus sign iconSummit Financial Group, Inc. was founded in 1988 and operates in the Financial Services industry. You can contact Summit Financial Group, Inc.'s 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?

Minus sign iconPlus sign iconSummit Financial Group, Inc. employees' email format typically follows the pattern of FLast@yoursummit.com. 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?

Minus sign iconPlus sign iconSummit Financial Group, Inc. has approximately 148 employees as of August 2026. These team members are located across 2 continents, including North America and Asia.

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

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As of August 2026, Summit Financial Group, Inc.'s key employees include:

  • Vice President Of Employee Benefits: K. M.
  • Vice President Of Risk Management: L. L.
  • Vice President Of Sales: D. S.
  • President & Chief Executive Officer: C. M.
  • President, Ne: R. G.

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