Summit Financial Group Team
Randall T. Lehman , ChFC®, CLU®, AEP®, RICP®
Partner and Private Wealth Advisor
Randall T. Lehman , ChFC®, CLU®, AEP®, RICP®
Partner and Private Wealth Advisor
Work and Education
Randy Lehman’s relationship with Northwestern Mutual began as a college student when he was introduced to the Northwestern Mutual internship program in 1981 and 1982 while he was completing his degree in Accounting and Economics at Bethel College in 1982. He has been a Wealth Management Advisor associated with Northwestern Mutual since 1983. 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®), Accredited Estate Planner (AEP®) and Retirement Income Certified Professional (RICP®).
He is a founding partner of Summit Financial Group along with Rob Hayworth and Kevin Bontrager. Summit Financial Group specializes in working with business owners, executives and retirees. As the senior member of Summit Financial Group, Randy’s primary focus is on the design and implementation of comprehensive retirement income distribution and estate plans.
Examples of closely held business clients that have worked well with Randy include the following:
- Businesses that are 2nd to 4th generation
- Businesses that have family and closely held ownership
- Businesses that have specific officer titles (CEO, COO, CFO, CMO, etc.)
- Businesses that have any layer of key person management
- Businesses that require asset based lending solutions to grow and expand
PERSONAL
Randy and his wife Deb are residents of Fort Wayne, Indiana. They have three married children and six grandchildren. They attend The Chapel and are active in supporting many other nonprofit organizations.
Personal
Randy and his wife Deb are residents of Fort Wayne, Indiana. They have three married children and two grandchildren. They attend Emmanuel Community Church and enjoy supporting many other nonprofit organizations.
Rob M. Hayworth , CFP®, CLU®, ChFC®, AEP®, RICP®
Partner and Private Wealth Advisor
Rob M. Hayworth , CFP®, CLU®, ChFC®, AEP®, RICP®
Partner and Private Wealth Advisor
WORK AND EDUCATION
Rob Hayworth started his relationship with Northwestern Mutual as a college intern while completing his degree in Business Administration and Finance at Taylor University in 1999. Throughout his career he has earned several financial planning professional designations such as CERTIFIED FINANCIAL PLANNER™ professional, (CFP®), the Chartered Life Underwriter (CLU®), the Chartered Financial Consultant (ChFC®), the Chartered Advisor for Senior Living (CASL®) and the Accredited Estate Planner (AEP®) designations. He specializes in working with business owners, retirees and executives. He is a founding partner of Summit Financial Group along with Kevin Bontrager and Randy Lehman.
Examples of closely held business clients that have worked well with Rob include the following:
- Businesses that are 2nd to 4th generation
- Businesses that have family and closely held ownership
- Businesses that have specific officer titles (CEO, COO, CFO, CMO, etc.)
- Businesses that have any layer of key person management
- Businesses that require asset based lending solutions to grow and expand
PERSONAL
Rob is married to Jenny and they have four children together. He is a Fort Wayne, IN resident. He is active in coaching youth sports, supporting many nonprofits and serving at Fellowship Missionary Church.
Kevin J. Bontrager , CLU®, ChFC®, AEP®, WMCP®
Partner and Private Wealth Advisor
Kevin J. Bontrager , CLU®, ChFC®, AEP®, WMCP®
Partner and Private Wealth Advisor
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.
Jonathan M. Lehman , CFP®, CLU®, ChFC®, RICP®, WMCP®
Partner and Private Wealth Advisor
Jonathan M. Lehman , CFP®, CLU®, ChFC®, RICP®, WMCP®
Partner and Private Wealth Advisor
WORK AND EDUCATION
Jon has been in the financial services industry since 2013. He graduated from the University of Saint Francis with a double major in Business and Business Education with a minor in special education. Before joining Northwestern Mutual, Jon was a Special Education teacher in Fort Wayne where he specialized in autism and students with special needs. During his career in the financial services and wealth management industry, he has earned the Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), Wealth Management Certified Professional (WMCP®), and the Retirement Income Certified Professional (RICP®) designations.
Jon specializes in working with business owners, retirees, executives, and educators with a focus on efficient accumulation and effective distribution strategies.
Examples of individual clients that have worked well with Jon include the following:
- Johnson and Johnson Depuy Executives
- Steel Dynamics Executives
- Sweetwater Sound Executives
- Real Estate Entrepreneurers
- Eli Lily Directors/Executives
- Pepsico Executives
- Medical Sales Professionals
- Cintas Sales Directors/Executives
- Individuals with Highly Concentrated Company Stock
Examples of business clients that have worked well with Jon include the following:
- Businesses that are 2nd to 4th generation
- Businesses that have family and closely held ownership
- Businesses that have specific officer titles (CEO, COO, CFO, CMO, etc.)
- Businesses that have any layer of key person management
- Businesses that require asset based lending solutions to grow and expand
PERSONAL
Jon and his wife Natalie are residents Fort Wayne, Indiana. They have four children and two dogs. Their family enjoys serving at Emmanuel Community Church, promoting adoption, and supporting various local nonprofit organizations.
WORK AND EDUCATION
Josh has been working with clients as a valuable resource in planning for both short-term and long-term financial goals since 2019. He transitioned from public education after 14 years of service and holds both a bachelor’s degree as well as a master’s degree in education from Indiana Wesleyan University. He also holds the Retirement Income Certified Professional® (RICP®) designation from the American College of Financial Services. Josh specializes in working with business owners, engineers, medical professionals, retirees, and executives.
Examples of closely held business clients that have worked well with Rob 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 in need of a transition plan
• Businesses that have any layer of key person management
• Medical/Dental practices that have employer and employee benefit needs
PERSONAL
Josh and his wife Keri are residents of Roanoke, Indiana. They have five awesome children that make life very adventurous and entertaining. They currently attend Emmanuel Community Church and support various local nonprofit organizations. Most of Josh’s weekends are filled with coaching youth sports, hiking Indiana’s state parks, and volunteering in community outreach programs.
WORK AND EDUCATION
Mark Boyd started his career with Northwestern Mutual in 1995 as a financial representative. He earned a Bachelor of Science degree from Indiana University (Indianapolis) in 1990. Mark’s service to his clients is reflected in several industry awards such as attaining the Million Dollar Round Table and National Quality Award on multiple occasions.
He works primarily with physicians, dentists, attorneys and business owners.
Examples of individual clients that have worked well with Mark include the following:
- Johnson and Johnson Depuy Executives
- ZimmerBiomet Executives
- Vera Bradley Executives
- Attorneys
- Commercial Real Estate Executives
- Automotive Executives
- Physicians and Dentists
- Outside Sales Executives
Examples of business clients that have worked well with Mark include the following:
- Businesses that are 2nd to 4th generation
- Businesses that have family and closely held ownership
- Businesses that have specific officer titles (CEO, COO, CFO, CMO, etc.)
- Businesses that have any layer of key person management
PERSONAL
Mark is married to Leanne and they have three children. They enjoy physical fitness activities and golf. He is active at Trinity Episcopal Church and participates in the Vera Bradley Classic on an annual basis.
WORK AND EDUCATION
Tom Gearhart started his career with Northwestern Mutual in 1977 as a Financial Representative after graduating from Taylor University with a Bachelor of Science degree in Business Administration and Systems Analysis. Tom’s service to his clients is reflected in several industry awards such as attaining the Million Dollar Round Table and National Quality Award 35 and 44 years respectively. Tom works primarily with business owners, retirees and executives with a focus on creating financial security and multigenerational family planning. 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®), and the Retirement Income Certified Professional (RICP®) designations.
Examples of individual clients that have worked well with Tom include the following:
- Individuals interested in creating financial security for themselves and their families
- Retirees and executives with a focus on multigenerational family planning
- Pre-Retirees needing a second opinion on income and distribution strategy
- Business owners wanting to reward their employees and key management teams
- Business owners considering their succession planning options
PERSONAL
Tom and his wife Julie are residents of Marion, Indiana and have a daughter, who is married, and two active grandsons. They enjoy spending time boating with family and friends on Syracuse Lake and Lake Wawasee. Cooking and snow skiing are favorite activities, as well.
Terry joined Summit Financial Group and Northwestern Mutual in 2017 as Director of Planning. During his career in accounting and financial services, he has earned the Certified Public Accounting (CPA ®) designation and master’s in business administration (MBA) degree. He holds his license in Life and Health and is securities licensed with Series 6, 7, 63, and 65.
How can Terry help you?
- Customize a financial plan according to your needs and goals
- Answer any questions regarding your financial plan
- Modify your financial plan due to life events and explain what effect these events had on your plan
- Generate consolidated statement reports
- Research mutual fund investments
Justin Bortner joined the firm in 2018 and brings with him experience from both the insurance and public accounting industries. He earned an undergraduate and MBA degree at Indiana University Fort Wayne and holds the Certified Public Accountant (CPA) designation. While working in the Wealth Planning industry, Justin earned the Retirement Income Certified Professional (RICP) designation from the American College of Financial Services.
Justin’s primary responsibilities include providing leadership and oversight of day-to-day operations for both the Investment and Financial Planning business units. Additionally, Justin maintains a working knowledge of tax law developments and all of Northwestern Mutuals’ investment strategies to provide case consultation and education the help strengthen the Financial Representatives’ integrated planning practice.
Devon started with Northwestern Mutual in 2006 and joined this firm in 2015 as an Associate Financial Representative. Devon now serves clients as a Client Service Manager for Jonathan Lehman and Mark Boyd. He is licensed in Life, Health, and Long-Term Care insurance and is securities licensed with Series 6 and 63.
How can Devon help you?
- As a client relationship manager for Jonathan Lehman and Mark Boyd
- Assist with new and existing investment account inquiries and service
- Coordinate all insurance requests and policy changes
Steve joined the firm in 2022 and brings with him over 30 years of experience in Human Resources & Business Operations. Steve now serves clients as a Client Service Manager for Rob Hayworth. He has a Masters in Business Administration (MBA).
How can Steve help you?
- As a client relationship manager for Rob Hayworth
- Assist with new and existing account inquiries and service
- Coordinate all insurance requests and policy changes
Pam joined Northwestern Mutual in 1984 and has been with this firm since 2000. Her primary focus is to ensure that the policy-owners’ requests and questions are handled in a timely and efficient manner. Pam is licensed in Life, Health and Long-Term Care insurance and is securities licensed with Series 6 and 63.
How can Pam help you?
- Answer any questions regarding the insurance application and underwriting process
- Schedule medical exams
- Process insurance service requests and policy changes
- Answer insurance billing questions
Kylee joined the firm in 2023. In her role as Administrative Assistant, she schedules client meetings, phone calls, and assists with workflow in our Marion office.
How can Kylee help you?
- Direct you to the correct contact for service questions
- Schedule client appointments
- Assist with client insurance service requests including loans and payment changes
- Manage client data for insurance applications
- Update your personal information for your client file
Valerie has been in the financial services industry since 2014. She graduated from Western Michigan University with a Bachelor of Science degree. She is licensed in Life and Health and is securities licensed with Series 66, SEI and Series 7.
How can Valerie help you?
- Valerie specializes in implementing insurance solutions for businesses
- Valerie oversees the investment due diligence process for qualified plan clients
Nick graduated from the University of Saint Francis with a degree in Risk Management and Insurance in May of 2021. He joined Northwestern Mutual in December of 2022. He holds licensures in Life and Health and is securities licensed with Series 7 and 63.
How can Nick help you?
- Customize a financial plan according to your needs and goals.
- Answer any questions regarding your financial plan.
- Modify your financial plan due to life events and explain what effect these events had on your plan.
Allison started with Northwestern Mutual in 2002 and joined this firm in 2007 as a Director of Client Service. Allison now serves clients as a Client Relationship Manager for Randy Lehman. She is licensed in Life, Health, and Long-Term Care and is securities licensed with Series 6 and 63.
How can Allison help you?
- Assist in the implementation of your financial plan
- Assist with new and existing investment account inquiries and service
- Meet to review and update your accounts and financial plan
- Assist in the process of claims
- Assist in facilitating distribution strategies in retirement
Luke joined the firm in 2023 after earning a Bachelor of Science degree in Sports Business from Grace College and an MBA degree from Cedarville University.
How can Luke help you?
- Customize a financial plan according to your needs and goals
- Answer any questions regarding your financial plan
- Modify your plan due to life events and explain what effect these events had on your plan
Matt joined the firm in 2018 and has 18 years of experience in financial services operations at Everence Financial. He holds the Chartered Retirement Plans Specialist® designation issued by the College for Financial Planning (CRPS®).
Carrie joined the firm in 2013. In her role as Director of Client Services, she schedules client meetings, phone calls, dictates workflow to team members following client meetings, preps files and reports, and manages marketing materials. She is licensed in Life and Health insurance.
How can Carrie help you?
- Direct you to the correct contact for service questions
- Schedule client appointments
- Assist with client insurance service requests
- Manage client data for insurance applications
- Update your personal information for your client file
Lori joined the firm in 2006 and has been with Northwestern Mutual for over 20 years. Lori now serves clients as a Client Service Manager for Kevin Bontrager. She is licensed in Life, Health, and Long Term Care insurance and is securities licensed with Series 6 & 63.
How can Lori help you?
- As a client relationship manager for Kevin
- Assist with new and existing investment account inquiries and service
- Coordinate all insurance requests and policy changes
WORK AND EDUCATION
Kent joined the firm in 2011. He is a 1980 graduate of Huntington College where he played baseball and basketball and earned a degree in Business Administration and Accounting. Kent has over forty years of experience in operations and financial management. Prior to joining Summit Financial Group, Kent owned his own business for eight years and worked for a family business for twenty-three years, serving as President the last seven. His experience in operations management covers both the consumer durable and consumer service industries.
PERSONAL
Kent has been an active community volunteer, supporting many local and national nonprofit organizations. He was involved with the Southwest Allen County school system in Fort Wayne, Indiana, for over 20 years. During this time Kent served as the Homestead High School Athletic Booster Club President and Fundraising Coordinator, helping to raise three million dollars for their athletic department. He was a Board Director of the Allen County SPCA for over eight years, serving as Board Chair for four years. Kent and his wife, Melanie, are residents of Carmel, Indiana. They have five children, two grandchildren, and two dogs. Kent and Melanie are active members of Our Lady of Mount Carmel Catholic Church.
Kiva joined Northwestern Mutual in 2015 working for Tom Gearhart as an Associate Financial Representative and currently serves as his Client Service Manager. Kiva holds the Retirement Income Certified Professional® (RICP®) designation issued by the American College. She is also licensed in Life and Health insurance and is securities licensed with Series 6 and 63.
How can Kiva help you?
- Assist with new and existing investment account inquiries and service
- Coordinate all insurance requests and policy changes, including billing and beneficiary changes
- Update your personal information for your client file
- Schedule client appointments
- Assist with eSignature transactions
- Answer questions about the Northwestern Mutual website
Evan joined the firm and Northwestern Mutual in 2017 as an Associate Financial Representative. He has several years of experience in customer service and building client relationships.
How can Evan help you?
- Assist the onboarding of new clients as he helps set up Brokerage, Advisory, or Trust & Private Client Services investment accounts
- Helps to process account transfers, IRA rollovers and mutual fund trades
- Perform operational duties in establishing new Investment Accounts
- Assist in the preparation of Advisory Account Investment Proposals and help support compliance requirements