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Summit Financial Group Team

Randall T. Lehman ChFC®, CLU®, AEP®, RICP®

Partner and Private Wealth Advisor

Rob M. Hayworth CFP®, CLU®, ChFC®, AEP®, RICP®

Partner and Private Wealth Advisor

Kevin J. Bontrager CLU®, ChFC®, AEP®, WMCP®

Partner and Private Wealth Advisor

Jonathan M. Lehman CFP®, CLU®, ChFC®, WMCP®, RICP®

Partner and Private Wealth Advisor

Mark R. Boyd

Financial Advisor

Thomas R. Gearhart CLU®, ChFC®, RICP®

Financial Advisor

Anthony M. Moore

Private Wealth Advisor

Justin L. Bortner RICP®, CPA, MBA

Director of Investments

Devon M. Davis

Client Service Manager

Stephen J. Heggen MBA, SHRM-SCP, SPHR

Client Service Manager

Pam S. Imm

Director of Insurance Services

Kylee L. Johnson

Administrative Assistant

Zachary S. Kern

Client Service Manager

Valerie A. Litznerski

Research Analyst

Nick T. Lucas

Financial Planning Analyst

Allison J. Marigny

Client Relationship Manager

Luke D. McQuade

Financial Planning Associate

Matt R. Miller CRPS®

Director of Operations

Carrie R. Ochoa

Director of Client Services

Lori A. Oetting

Client Service Manager

Kent C. Pyle

Chief Operating Officer

Kiva J. Small RICP®

Client Service Manager

Evan D. Williams

Investment Operations Associate