Summit Financial Group, Inc
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.
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Verified contacts
136
available on Kipplo
LinkedIn employees
139
51 to 200 range
Open roles
—
no listings
Distinct roles
77
indexed titles
Tech stack
4
tools in use
Monthly traffic
242
organic / mo
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Decision-makers and verified team members
136 contacts with verified email or phone · masked until revealed.
- SD
Shannon Day
Director of Operations · Operations
EmailPhone - AT
Alicia Tiefenthaler
VP of Benefits · Human Resources
EmailPhone - DN
David Naspo
Vice President of Sales · Sales & Business Development
EmailPhone - EF
Ed Foley
Senior Vice President, Risk Management · General Business & Management
EmailPhone - RC
Rick Christy
Executive Vice President of Individual Insurance Services · General Business & Management
EmailPhone - DB
David Beck
Senior Erisa Consultant · General Business & Management
EmailPhone - DS
Denise Shepard
Senior Account Manager · Sales & Business Development
EmailPhone - EE
Ellen Ezell
Senior Account Manager · Sales & Business Development
EmailPhone - KV
Kathy Vancuren
Senior Account Manager · Sales & Business Development
EmailPhone
Showing 9 of 136 verified contacts
Top roles at Summit Financial Group, Inc
77 distinct titles indexed · top 10 shown.
- 13account manager
- 6financial advisor
- 6senior account manager
- 4executive assistant
- 3accounting clerk
- 3business development executive
- 3sales
- 2account executive
- 2administrative assistant
- 2associate
- +67more titles
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