Summit Financial Group Team

 

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

Partner and Private Wealth Advisor

Office 260-432-5152


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

Partner and Private Wealth Advisor

Office 260-432-5152


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

Partner and Private Wealth Advisor

Office 260-432-5152


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Jonathan M. Lehman , WMCP®, RICP®

Partner and Private Wealth Advisor

Office 260-432-5152


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Joshua J. Salway

Private Wealth Advisor

Office 260-432-5152


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Mark R. Boyd

Financial Advisor

Office 260-432-5152


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Thomas R. Gearhart , CLU®, ChFC®

Financial Advisor

Office 765-662-0411


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Terry L. Bearman , CPA, MBA

Director of Planning

Office 260-432-5152 ext. 205


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Justin L. Bortner , CPA, MBA

Director of Investments

Office 260-432-5152 ext. 215


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Valerie A. Litznerski

Research Analyst

Office 269-343-1641


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Sharon R. Bunch

Administrative Assistant

Office 765-662-0411


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Devon M. Davis

Client Service Manager

Office 260-432-5152 ext. 213


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Pam S. Imm

Director of Insurance Services

Office 260-432-5152 ext. 201


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Allison J. Marigny

Client Service Manager

Office 260-432-5152 ext. 204


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Matt R. Miller , CRPS®

Client Service Manager

Office 260-432-5152 ext. 206


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Carrie R. Ochoa

Director of Client Services

Office 260-432-5152 ext. 200


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Lori A. Oetting

Client Service Manager

Office 260-432-5152 ext. 202


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Kent C. Pyle

Chief Operating Officer

Office 260-432-5152 ext. 210


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Kiva J. Small , RICP®

Client Service Manager

Office 765-662-0411


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Alex Stine

Client Service Manager

Office 260-432-5152


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Bryce R. Turner , MBA

Financial Planning Analyst

Office 260-423-3691 ext. 217


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Evan D. Williams

Investment Operations Associate

Office 260-432-5152 ext. 214


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