Summit was founded on the vision of creating a full-service benefits firm that utilizes many years of industry knowledge coupled with bright, hard-working and extremely credentialed employees to take client satisfaction to a new “summit”, therefore serving as inspiration for the company’s name. We are a privately held organization, and work to design and strategically implement professional benefits, insurance and investment solutions that help secure a healthy financial future for our clients since 1988. We serve individuals, small and medium size, closely held companies as well as larger private and public companies across all industry sectors. We value principled, committed, and innovated employees in our organization. We take pride in being active in our local community and hold memberships in a variety of community organizations.
