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Associates

Steve  M. Wilcox, CFP®, ChFC®, CFS

Nathan T. Bennett, CFP®, ChFC®, CLU®, CFS

Donald A. Ledoux, CFP®

Vanessa L. Staley, CFP®

Michael Lahl, CFP®, ChFC®

Laura O'Brien, CFP®

Cody C. Smith, CFP®

Nicole K. Lee

Hetal Saki

Teresa A. Hookey

Kimberlee K. McKinsey

Wanda Ladrillono

Katy Avery

About Us

  • Our Firm
  • Our Planning Process
  • Our Associates
  • Wealth Management
  • Exit Planning for Business Owners
  • Legacy Planning
  • Our Community
  • Events Calendar
  • Account Links
  • Tell A Friend
Contact Us

2000 Crow Canyon Place Suite 450
San Ramon, CA 94583

Phone: 925.866.7800
Fax: 925.866.7803

info@summitadvisors.com
Map and Directions

2000 Crow Canyon Place, Suite 450, San Ramon, CA 94583 . (925) 866-7800 or (866) 945-2699. 

Securities & Investment Advisory Services offered through Securian Financial Services, Inc., Member FINRA/SIPC. Summit Financial Group is independently owned & operated.

Certain individuals associated with Summit Financial Group LLC are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. (“Securian”), a registered broker-dealer and investment adviser, member FINRA/SIPC.  Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian.  Additional information about individuals registered with FINRA can be found on FINRA’s BrokerCheck.  For information about which individuals associated with Summit Financial Group LLC are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian’s behalf, please contact Securian at 1-800-820-4205.

Summit Financial Group LLC is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.