Summit Financial Group, Inc.

Join us this Thursday, March 6th, for a webinar on navigating market volatility with clarity and confidence. @Denis O’Donoghue of @Invesco and our very own @Brandon Schultz will discuss insights, challenge common misconceptions, and reinforce sound #investment principles. Don’t miss out—register now! https://lnkd.in/gq9kRpwm #ReachYourSummit

Big ideas and great conversations at the Oklahoma Bankers Association ‘Women in Banking’ event! Our own Kaci Skidgel, CPFA™, C(k)P®, AIF® joined Jessica Rimmer, Ph.D. of Solomon Strategic Advisors and shared insights on corporate structures and the future of female leadership in banking. It’s always a privilege to be in the room with the leaders who are shaping our professional community. #FemaleLeadership #WomenInBanking #ReachYourSummit Andrea Carter The Bankers Bank Janis Reeser Oklahoma Bankers Association

In honor of National Chili Day, some of our team celebrated with a friendly competition! The votes were close, but three winners came out on top:    #Dallas Winner: David M. Stewart CLU®, ChFC®, CASL®, RICP®   #Tulsa Winner: George Purdy   #OklahomaCity Winner: Derek T. Dorris, M.Ed.   Our annual chili cookoff was a great success—thank you to all our teams who put time into making excellent chili this year!  #reachyoursummit #chiliday 

#Medicare plays a vital role in healthcare access and financial security during retirement. This week, the Summit #Investments team participated in a workshop to further enhance our knowledge of the comprehensive solutions possible only with Medicare. Our commitment to continuous learning helps ensure we provide guidance at every stage of our clients' financial journeys. #ReachYourSummit David Hovis Kevin Hovis Nolan Ebbinghaus Brandon Schultz, CPFA™ Peter Reardon, AIF® Molly Archer Kaci Skidgel, CPFA™, C(k)P®, AIF® Kathy Vancuren Myers Turner, MBA George Purdy Nathan Dinsmore Casey Lynn Heaberlin Rick Wheeler Jeff Waller Derek T. Dorris, M.Ed. David Seeds

We are proud to recognize Randy Gowdy and Aaron Barnett, CRM for earning the Certified Risk Manager (CRM) designation—an internationally respected credential that reflects their expertise and dedication to strategic risk management. This achievement further strengthens their ability to help businesses navigate complex risks and seize new opportunities. Congratulations on this well-deserved recognition! #RiskManagement #CertifiedRiskManager #ReachYourSummit

The odds of experiencing a disability during your working life are higher than the odds of premature death. Not to worry, you can protect your financial future with disability insurance! This coverage helps you cover expenses and maintain financial stability if illness or injury prevents you from working.    If you want to learn more about how this insurance type can bolster your future career and family, our team is happy to talk you through it.    #DisabilityInsurance #IndividualInsurance #ReachYourSummit 

Summit's own Kaci Skidgel, CPFA™, C(k)P®, AIF® will be taking the stage alongside Jessica Rimmer, Ph.D. at the Oklahoma City Thunder's 3rd annual Women in Business Summit! This event brings together powerhouse women in leadership to share insights, spark connections, and inspire the next wave of industry changemakers. We invite you to an afternoon of leadership, innovation, and impact! #WomenInBusiness #OKCThunder #ReachYourSummit  MidFirst Bank

You have until April 15, 2025, to make your 2024 IRA contribution. Planning ahead can help you maximize tax advantages and stay on track for retirement. Know the rules, from RMDs at age 73 to Roth IRA withdrawal qualifications. We are here to help you maximize your #investment strategy.     #ReachYourSummit #WealthManagement #TaxDeadline

Congratulations to Kaci Skidgel, CPFA™, C(k)P®, AIF® on joining the Folds of Honor board in 2025! Folds of Honor provides life-changing scholarships to the families of fallen and disabled service members and first responders—a mission that deeply resonates with Kaci as the wife of a first responder and kids serving our country. We’re proud to see her commitment to making a difference beyond the financial world and into the lives of those who serve. #FoldsOfHonor #GivingBack #ReachYourSummit Folds of Honor Oklahoma The charitable entities and/or fundraising opportunities described herein are not endorsed by, or affiliated with Cetera Advisor Networks LLC or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by Cetera Advisor Networks LLC.

Employer labor costs continue to climb, with compensation up 3.8% and benefit costs rising 3.6% over the past year. As wages and benefits remain a key focus for the workforce, strategic planning is critical to balance costs and competitiveness.  #EmployeeBenefits #CompensationTrends #ReachYourSummit