CPFATM, C(k)P®, AIF®
President, Summit Financial Group
Kaci Skidgel, President of Summit Financial Group’s Investments division, partners with companies, business owners, and individuals for their retirement planning and investment needs. She delivers impactful seminars on Fiduciary Compliance and Retirement Plan Trends for organizations like SHRM and the Texas Society of CPAs. Kaci has been recognized by NAPA as a Top Woman of Excellence for nine years and honored by the Financial Times as a Top Financial Adviser in 2018. Kaci has been named a Top Retirement Plan Adviser by PLANADVISER every year since 2022 and led her team to earn NAPA’s Top DC Advisor Team designation every year since 2020.
As a board member and former Chair of the Cetera Retirement Plan Advisory Council and board member for Folds of Honor, Goodwill Industries, and Ironhorse Financial, Kaci drives professional excellence and community engagement.
(800) 471-0991 ext 2407
Dallas, TX
Client Plans: 92
Participants: 9400
 |
 |
