- About Summit Financial : Summit Financial Group, Inc.
Established in 1992, Summit Financial was born out of a deep-seated commitment to providing customized tax planning and preparation services that cater to the specific needs of each individual taxpayer Our seasoned team of professionals is dedicated to offering a holistic approach to tax planning
- Erin Arellano : Summit Financial Group, Inc.
As an LPL Financial Advisor, she understands everyone’s economic and life situation is unique Erin is dedicated to her clients and enjoys helping them strategize to meet their individual financial goals
- Associates : Summit Financial Group, Inc.
The financial consultants with Summit Financial are registered representatives with, and Securities and advisory services offered through LPL Financial, a registered investment advisor Member FINRA SIPC
- Kimberly Kurek : Summit Financial Group, Inc.
Kimberly has been in the Financial Services industry since 2008 She joined our team in 2014 and began her career here as an Administrative Associate She now holds her Series 7, 24, 66 licenses through LPL Financial, and life, accident, health and variable contracts licenses with the California Department of Insurance
- Learning Center : Summit Financial Group, Inc.
You'll find a wealth of content to inform and help educate - dozens of articles, an extensive list of financial calculators, and a glossary of financial terms Articles Educate yourself on a variety of financial topics Calculators A host of financial tools to assist you Newsletters Timely newsletters to help you stay current Glossary
- No Appointment Needed Program : Summit Financial Group, Inc.
The financial consultants with Summit Financial are registered representatives with, and Securities and advisory services offered through LPL Financial, a registered investment advisor Member FINRA SIPC
- Michelle Mowrey : Summit Financial Group, Inc.
Michelle is adept at working with clients on tax-reduction strategies She began her career as a financial service professional in 1997, and has since provided goal-driven financial planning for clients, with an emphasis on planning for retirement and college
- John Nadalet : Summit Financial Group, Inc.
The financial consultants with Summit Financial are registered representatives with, and Securities and advisory services offered through LPL Financial, a registered investment advisor Member FINRA SIPC
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