Established in Oklahoma in 1988, Summit is a national firm specializing in benefits, insurance, investments and HR consulting. Summit designs and strategically implements solutions that help secure a healthy financial future for clients. Our highly 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 strive every day to meet our values by being principled, committed, and innovative.
Investment Adviser Representative offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Advisor. Cetera is under separate ownership from any other named entity. Investments are: Not FDIC/NCUSIF insured | May lose value | Not financial institution guaranteed | Not a deposit | Not insured by any federal government agency.