Summit Financial Group

At Summit, we are a full-service benefits firm dedicated to providing innovative and comprehensive solutions that cover the benefits, insurance, and investments landscape. We are passionate about building relationships and providing experienced and thoughtful professional guidance that helps secure a healthy financial outlook. For over three decades, we have been committed to delivering exceptional customer service with a focus on extensive relationship building.

Our Mission

Our mission is to design and strategically implement professional benefits, insurance, and investment solutions that help secure a healthy financial future for our clients.

Our Story

Since 1988, we have created a legacy of excellent customer service with a focus on extensive relationship building. We have grown from a small brokerage firm to a national full-service benefits firm with multiple offices nationwide.

Our Values

Our culture is shaped by a collective heart for service, fortified by employees who are eager to advance their knowledge. Our credentialed team, from CPAs to attorneys, combine process-driven strategies with a high-touch, consultative client approach to separate our firm from our competitors. We operate independently, without exclusive service provider contracts, to ensure that we find the best solutions to fit our clients' unique needs.

Our Leadership Team

Our executive leadership team is comprised of experienced professionals who are dedicated to providing exceptional service to our clients. Our leadership team includes:

• Dale Young, Chairman and Chief Executive Officer
• Todd Rolland, President
• Randy Gowdy, President
• Kaci Skidgel, President
• R. Jill Young, General Counsel
• Aaron Barnett, Senior Executive Vice President

Our History

Named after a beloved family vacation destination, Summit County, Colorado, Summit began operating as a small brokerage firm that focused on providing innovative employee benefits solutions to our clients. Over the past three and a half decades, Summit has grown to a financial services firm with multiple offices nationwide.

Why Summit?

At Summit, we understand that every client is unique, and we strive to provide personalized solutions that cater to their specific needs. Our experienced and credentialed team takes the time to listen and understand our clients' goals, enabling us to create tailored strategies that meet their objectives. Whether you are an individual or an organization, we are dedicated to helping you achieve your financial aspirations.

Contact Us

Ready to map out a plan for the future? Our knowledgeable advisors will be happy to assist you in taking the first step.