Summit Financial Group, Inc.

Summit Financial Group is a brokerage firm serving businesses in Texas.

Information about Summit Financial Group, Inc.

financial services
Number of employees
5420 Lbj Fwy, Ste 725, Dallas, Texas 75240, US

Company Categories

Management Consulting), Financial Services), Employee Benefits Planning), Investment Banking), Insurance), Individual Planning), Business Services), Risk Management Planning), Finance), Wealth Management Planning), Brokerage),

Summit Financial Group, Inc. executive employees

cy freeman


lauren self

Director of Marketing

jerrod hughey

Account Manager

alex graham

Account Manager

somi rana

QA Automation Engineer

lisa frye

Account Manager for

rick wheeler

Senior Financial Advisor

peter morrison

Managing Director

perry foor

managing director

terry bearman

Director of Planning

todd rolland


randy gowdy

President Risk Management

molly marten

Director of Operatoins

matt campbell

Helping business owners

mandi plummer

Account Manager

kip adams

Vice President

kim reese


kevin sumlin

Vice president

kay alldredge

Senior Account Manager

joan smith

Executive Account Manager

david naspo

Vice President of

dale young

Founder & Global

clay shemwell

Executive Vice President

casey amorosi

Senior Account Manager

brian buttram

Executive Vice President

brent dyer

Senior Specialist

brandon schultz

Senior Account Manager

Frequent questions about Summit Financial Group, Inc.

How many employees does Summit Financial Group, Inc. have?
Summit Financial Group, Inc. has approximately 51-200 employees.
What is Summit Financial Group, Inc.'s industry?
Summit Financial Group, Inc. is involved in the industry of financial services.
Where is Summit Financial Group, Inc. headquarters located?
Summit Financial Group, Inc. is located in 5420 Lbj Fwy, Ste 725, Dallas, Texas 75240, US
What is the website of Summit Financial Group, Inc.?
Summit Financial Group, Inc. official website at

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