Summit Financial Group Employee Directory

Summit Financial Group corporate office is located in 9340 Fuerte Dr Ste 207, La Mesa, California, 91941, United States and has 11-50 employees.

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Summit Financial Group Global Presence

Location	People at location
North America	1-10

Key Employees of Summit Financial Group

BX
Brittany Xavie...
Office Manager
PhoneEmail
PhoneEmail
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Index of contact profiles from Summit Financial Group

Hundreds of professionals searching for Summit Financial Group have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

KK
Kimberly Kurek
Email Direct
LPL Registered Principal
United States , California , La Mesa

GM
Gerad Mowrey
Email Direct
Financial Professional
United States , California , La Mesa

DT
Della Taddeo
Email Direct
Tax Advisor
United States , California , La Mesa

BX
Brittany Xavier
Email Direct
Office Manager
United States , California , La Mesa

JN
John Nadalet
Email Direct
Certified Public Accountant, MST
United States , California , La Mesa

MM
Michelle Mowrey
Email Direct
Tax Advisor & Enrolled Agent
United States , California , La Mesa

KL
Kaylee Leonard
Email Direct
Tax Advisor & Enrolled Agent
United States , California , La Mesa

EK
Erin Klisser
Email Direct
Tax Advisor
United States , California , La Mesa

Former Employees at Summit Financial Group

Explore people who held key positions, contributed to Summit Financial Group's success, and advanced their careers.

NT
Nicole Toxtli
Senior Community Healt... at Providence
Worked as Administrative Assistant
at Summit Financial Group (2022-2022)
Email Direct
SS
Samantha Souto
Project Administrator at Strive Well-Being
Worked as Administrative Associate
at Summit Financial Group (2020-2023)
Email Direct

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Frequently Asked Questions Regarding Summit Financial Group Employees

How many employees does Summit Financial Group have?

Summit Financial Group has 11-50 employees

Who are Summit Financial Group key employees?

Some of Summit Financial Group key employees are Brittany Xavier

Where is Summit Financial Group located?

Summit Financial Group’s headquarters are located at 9340 Fuerte Dr Ste 207, La Mesa, California, 91941, United States

How do I contact Summit Financial Group?

Summit Financial Group Contact Info: Phone number: (619) 698-9760 Website: www.summitfinancial1.com

What does Summit Financial Group do?

Summit Financial Group, Inc. is dedicated to helping clients pursue, manage, and preserve wealth since 1974. The company offers a range of financial services including tax preparation, life insurance, long-term care insurance, and investment advice, tailored to meet the individual needs of their clients. Their team of experienced financial professi... Read More

Is Summit Financial Group a public company?

Summit Financial Group is private company therefore does not currently have an official ticker symbol

See more information about Summit Financial Group Employees