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Summit financial group

Celebrating Client Trust for Decades

For over 35 years, Summit Financial Group has been a trusted resource, guiding clients to pursue their goals with tailored solutions in Risk Management, Employee Benefits, Insurance, Retirement Plans, and Wealth Management. Driven by our core values of integrity, commitment, and innovation, we help secure a brighter future for every client we serve.

Client-Centered Solutions

At Summit Financial Group, we put you at the forefront. Your unique goals and aspirations shape our approach, guiding every decision. Our commitment to a people-first philosophy means we deliver solutions in Risk Management, Employee Benefits, Insurance, Retirement Plans, and Wealth Management that align with your objectives.

Executive Leadership Team

Behind our leadership team is a resourceful and experienced group of people who work together to create powerful and innovative solutions that go beyond expectations.​

Dale Young - Chairman and CEO of Summit Financial Group

Dale Young

Chairman & Chief Executive Officer

Dale W. Young is the Chairman & Chief Executive Officer of Summit Financial Group.  He has integrated more than 30 professional…

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Todd Rolland - President of Summit Financial Group

Todd Rolland

CEBS, GBA, RPA, REBC

President

Todd Rolland is a seasoned professional who has been with Summit since its early days. He currently leads the Health…

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Randy Gowdy - Summit Financial Group

Randy Gowdy

CLU, RHU, REBC, CIC, CRM

President

One of Summit’s original founders, Randy Gowdy has spent his career engineering integrated risk management and human…

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Kaci Skidgel - President of Summit Financial Group

Kaci Skidgel

CPFA™, C(K)P®, AIF®

President

Since joining Summit in 2007, Kaci has been instrumental in leading the company’s investments team. Her strategic vision and leaders…

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Jill Young - General Council at Summit Financial Group

R. Jill Young

JD, MBA

General Counsel

Jill Young is Summit’s General Counsel. Jill takes a big-picture view to solve client needs. Acting in her role as a consultant, Jill’s priority…

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Aaron Barnett - Summit Financial Group

Aaron Barnett

CRM

Senior Executive Vice President

Aaron Barnett is the Senior Executive Vice President at Summit. He joined Summit in 2008 and has been instrumental in leading sales efforts and working with all divisions…

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David Stewart - Executive Vice President of Summit Financial Group

David Stewart

CLU, ChFC, RICP, CASL

Executive Vice President

David Stewart joined Summit in 2021, bringing more than 25 years of extensive experience and professional achievements. He has a strong…

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"Named after a family vacation destination, Summit County, Colorado, Summit began operating as a small brokerage firm that focused on providing innovative employee benefits solutions to our clients. Over the past three and a half decades, Summit has grown to a financial services firm with multiple offices nationwide."
Dale Young - Chairman and CEO of Summit Financial Group
Dale Young
CHAIRMAN & CEO

Client Success Stories

"As a commercial lender, ensuring that we have the right property and casualty insurance coverage in place for our operations is vital. Summit has been an indispensable partner in this process. Their expertise and dedication have not only streamlined the insurance origination process but also safeguarded our business. One of the standout aspects of working with Summit was their ability to secure comprehensive Bankers Professional and Management Liability policies for us. These coverages are critical to protecting our firm from risks tied to professional services and decision-making responsibilities. Thanks to their proactive approach, our firm is better positioned to manage risks, maintain compliance, and confidently serve our clients. Whether it’s advising on insurance requirements, or addressing our workers compensation insurance needs, Summit consistently delivers exceptional service and solutions."
- Julio Casiano, President & CEO, Capital Business Lenders
"Prior to switching to Summit, we had virtually no communication, no compliance support— in fact we received advice that resulted in a reportable condition in our 401(k) audit—and no investment advice for our plan. We also were faced with perennial QNEC payment requirements with no strategy to resolve or mitigate. Summit resolved all of our outstanding issues, providing timely compliance guidance as well as remediation advice, investment monitoring, strategic planning, in person meetings and guidance to replace our TPA. They assisted us in consolidating multiple 401(k) plans that were out of compliance from acquisitions. Summit assisted us in navigating the confusing compliance landscape, including complex regulatory issues while helping us to optimize our plan configuration and avoid further pitfalls. Kaci Skidgel and the entire Summit Team leaned into our issues and never shied away from the complex problems we were facing. They are truly authorities in their field. Our ongoing relationship has been outstanding, and we are grateful to have them as a partner."
- Kyle Pewitt, CFO, Solara Surgical
“Summit has been instrumental in enhancing our HR growth and knowledge as a company. They are always willing to assist with any issue or question, whether it's related to open enrollment, COBRA, or compliance. Their support has been invaluable to our team and the continued success of our company. I highly recommend their services to anyone seeking reliable and knowledgeable HR or Insurance solutions.”
- Crystal Rose Mitchell, Director of Systems & Franchise Support, Provision Concepts

Discover the Advantage™

The Summit Advantage is a proven, comprehensive process designed to provide clients with security, financial confidence, and success. Our clients receive customized solutions and ongoing support to confidently pursue their future.
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Corporate Headquarters
5420 LBJ Freeway, Suite 1940
Dallas, Texas 75240

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