Operations & Human Resources

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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Keith is married to his high-school sweetheart, Bonnie, and lives in Evergreen, CO.  They have four adult children and 11 grandchildren. Life-long residents of the mountains enjoy skiing and snowboarding in the winter. Summertime will find them backpacking, camping, or riding motorcycles.