Kevin J. Bontrager
Work and Education
Kevin has been guiding clients to plan for financial security since 2003. Growing up in a small-town family-owned construction business, he learned early on the value of hard work and excellence. He established himself as a leader by cultivating relationships based upon integrity, knowledge, and a commitment to listening well. He learned that a well-crafted financial plan—just like a quality crafted home—begins with a blueprint and a solid foundation.
He is a founding partner of Summit Financial Group along with Rob Hayworth and Randy Lehman. Kevin specializes in working with business owners, retirees and executives, with a focus on business planning and executive benefits. During his career in the financial services and wealth management industry, he has earned the professional designations of Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), the Wealth Management Certified Professional (WMCP® ) and and Accredited Estate Planner (AEP®).
Examples of individual clients that have worked well with Kevin include the following:
- Successful Entrepreneurs that think ‘Big Picture’
- Pre-Retirees needing a second opinion on their retirement distribution strategy
- Business owners that want to reward their employees and key management teams
- Business owners facing tax challenges due to high income restrictions on retirement savings ability
- Business owners getting ready to sell and anticipating a liquidity event
- High Net Worth families that have estate tax and liquidity issues
Examples of business clients that have worked well with Kevin include the following:
- Businesses that are 2nd to 4th generation needing to create a solid benefit package for recruiting, retaining, and rewarding
- Businesses that have family and closely held ownership and are in need of a transition plan
- Businesses that have any layer of key person management
- Non-Profit Organizations and Churches that have creative employee benefit needs
Personal
Kevin and his wife Sherri are residents of DeKalb County and have five children. They enjoy serving at Central Ministries as Elders, catching lots of local school sports, promoting adoption, and supporting many other local nonprofit organizations.
Kevin is based out of our Angola location.
