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From our humble start as a small brokerage firm, we’ve evolved into a thriving financial services firm that prioritizes innovative employee benefits solutions to our clients. Our team is passionate about giving back to nonprofit organizations, and you’ll have the opportunity to explore your individual interests and expand your proficiency in many sectors.
Our people-first approach is the cornerstone of how our team interacts with clients. Driven by a sincere desire to recommend products that align with each individual’s unique goals and dreams, we strive to advocate for what matters most to our clients with every policy, investment and benefit plan that we offer.
We firmly believe that efficient people, working together in specialized teams, create institutional power and innovative solutions beyond expectations. The Summit team constantly collaborates to explore and integrate new skills, tools and ideas to better serve our clients while supporting every team member.
To meet the evolving needs of our clients, Summit team members are constantly exploring and integrating new skills and tools. We provide career development opportunities so you can expand your current knowledge and build on a culture of continuous education and improvement.
We are committed to making a positive impact in the communities where we live and work. Summit team members explore their passions by giving back to nonprofit organizations.
From large, publicly traded companies to family-owned businesses and nonprofits, we have built a diverse portfolio of clients that operate within various industries. You will have the opportunity to tap into your individual interests and build upon your proficiency in many sectors.
We provide an equal employment opportunity for all Summit applicants. All employment decisions, including those related to hiring, are made without regard to race, color, national origin, age, disability, genetics, religion, gender identity, marital status or any other class protected by state and/or federal law.
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Securities and investment advisory services offered through Registered Representatives of Cetera Advisor Networks LLC, member FINRA / SIPC, a broker/dealer and Registered Investment Advisor. Cetera is under separate ownership from any other named entity. This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.com.
Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
