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(877) 320-0379
Advisor Recruiting
& Development
"Hi, I'm Lacey Jordan. My business partner Tracy Thornlow and I were concerned about the worst-case scenario: what if something happens to one of us, and we planned succession way down the road? By joining Summit, they've developed departments that can support us in establishing a succession plan and support so that we can continue to serve our clients and have our staff thrive, grow, and expand their roles by using people with specific expertise. It's a perfect fit and a perfect solution for us and, therefore, for our clients."
-Keith Florquist, MSM, ChFC, CLU
Director of Advisor Recruiting & Development
Keith Florquist, MSM, ChFC, CLU
Director of Advisor Recruiting & Development
Keith Florquist joined Summit Wealth group in 2017 to assist in advisor development and recruiting. He has a Bachelor’s degree in mathematics and a Master’s degree in management. Keith is also a Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU). Before joining Summit, Keith spent 36 years as an agency owner and manager in insurance and financial services.
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“I love working with our advisors and support staff at Summit. They have created a specialized position for me that allows me to craft an individual business development plan for each advisor. Each one is different and designed to maximize the advisor’s personal strengths for the benefit of our clients.”
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Keith also assists in identifying and selecting financial advisors to join the Summit team. “Cultural fit and personal ethics such as honesty and commitment to acting in the client’s best interest are paramount criteria we look for in a candidate. Summit insists that we keep our standards high as we seek qualified individuals to join our ranks.”
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Recruiting/Hiring
Advisor Development
Team Support
Continuity