What departments does Summit Financial Group, Inc. have?

Summit Financial Group, Inc. has employees across 9 departments including Accounting, Finance, Human Resources, Sales, Operations.

What is the largest department at Summit Financial Group, Inc.?

The largest department at Summit Financial Group, Inc. is Customer Success with 15 employees.

Where are Summit Financial Group, Inc. employees located globally?

Summit Financial Group, Inc. has employees across 2 continents and 2 countries including Indonesia, United States Of America.

How has Summit Financial Group, Inc.'s team size changed over time?

Summit Financial Group, Inc.'s team has decreased from approximately 133 to 108 employees based on available data.

Summit Financial Group, Inc. Employee Directory

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 Client Management: K. H., Vp Of Benefits: A. T..

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.

Summit Financial Group, Inc. Global Highlights

North America
170

United States Of America
170

Asia
1

Indonesia
1

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
K. H.
Vice President Client Management
Mobile Phone
Email
A. T.
Vp Of Benefits
Mobile Phone
Email
D. S.
Vice President Of Sales
Mobile Phone
Email
J. H.
Vice President Of Lending
Mobile Phone
Email
T. R.
President
Mobile Phone
Email
C. M.
President & Chief Executive Officer
Mobile Phone
Email

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 Info

Location

Last Update

K. H.
Vice President Client Management
Mobile Phone
Email
United StatesOklahoma
Jun 25, 2026
E. F.
Senior Vice President, Risk Management
Mobile Phone
Email
United StatesConnecticut
Jun 25, 2026
A. T.
Vp Of Benefits
Mobile Phone
Email
United StatesOklahoma
Oct 28, 2025
D. O.
Executive Vice President, Benefits
Mobile Phone
Email
Aug 02, 2023
D. S.
Vice President Of Sales
Mobile Phone
Email
May 21, 2026
L. D.
Senior Vice President Commercial Lending
Mobile Phone
Email
Oct 17, 2024
J. H.
Vice President Of Lending
Mobile Phone
Email
United StatesWest Virginia
Feb 23, 2026
B. S.
Director Of Operations - Investments
Mobile Phone
Email
United States
Jun 08, 2026
P. R.
Director Of Retirement Plans
Mobile Phone
Email
United States
May 16, 2025
S. D.
Director Of Operations
Mobile Phone
Email
United StatesOklahoma
Apr 15, 2026

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 United States; 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 141 employees as of June 2026. These team members are located across 2 continents, including North AmericaAsia.

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

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

Vice President Of Employee Benefits: K. M.
Vice President Of Sales: D. N.
Vice President Client Management: K. H.
Vp Of Benefits: A. T.
Vice President Of Sales: D. S.

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Summit Financial Group, Inc. Employee Directory

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