Resources

"Hi, I'm Kurt Whitesell, Vice President of Summit Wealth Group. One of the reasons I joined Summit was for the additional resources that they had. A financial planning department that helps us identify opportunities within financial plans. Our advisor development department works with our staff and financial advisors and helps them grow and develop. Our marketing department is phenomenal. They help us grow our business. HR, we have a whole team of phenomenal individuals who help us reward our staff and ensure that we're honoring them for their work. In addition to that, we have operations. The operations team takes on a lot of the things that I never had the time to do on my own while trying to grow my business. Last but not least, I'd like to add that we have other like-minded advisors going in the same direction, on the same boat."