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.
Contact: R. Jill Young, JD, MBA
211 N. Robinson, Suite 1490
Oklahoma City, OK 73102
1350 S. Boulder Ave, Suite 300
Tulsa, OK 74119