News

We’re Hiring – Marketing Assistant and Executive Assistant Positions

July 23, 2018 | Category: Articles

Marketing Assistant We’re currently seeking the ideal candidate to fill the role of part-time Marketing Assistant. The right person for the job will be highly creative, detail oriented, have... Read More

July 2, 2018 | Category: Articles

By Nathan Bennett Happy Birthday USA!  I’m an unapologetic fan of the 4th of July. I think America is the best country on earth (despite our efforts to mess... Read More

Summit Announces Golf Tournament Charity

March 27, 2018 | Category: Articles

It’s official! Plans are being made for our 16th Annual Charity Golf Tournament. The first order of business was choosing our charity.  We began our search knowing that whichever... Read More

Summit Advisor Makes Winning Look Easy

February 16, 2018 | Category: Articles

Vanessa Savage, CFP, Director, at Summit Financial Group, has been named one of three “Women Who are Winning*” by The Torch magazine, a Securian publication. The December article profiled... Read More

Summit Tax Reform Town Hall

December 22, 2017 | Category: Articles

Tax Reform Town Hall with Summit Financial Group Tax Reform – What Does It Mean? On Friday, December 22, 2017 Summit Partner Nathan Bennett and Senior Director Jay Gilson... Read More

Summit Gives the Gift of Christmas to Fire Victims

December 20, 2017 | Category: Articles

Happy Holidays from Summit Financial Group! The past year has been most fascinating. On one hand, a robust economy and growing stock market have resulted in good things for... Read More

An Open Letter To Our Clients: The Equifax Breach and You

September 11, 2017 | Category: Articles

  Dear Valued Client, As you have likely heard, Equifax – one of the major credit companies in the US – had their security breached, and more than 140... Read More

Summit Foundation Donates to Help Hurricane Victims

August 30, 2017 | Category: Articles

Some of you may remember the announcement of our newly formed Summit Foundation back in December of last year. Yesterday our foundation, moved by the stories unfolding in Houston... Read More

Summit Advisor Among Graduates of Leadership San Ramon Valley Class of 2017

June 2, 2017 | Category: Articles Community

Congratulations to Jeneen Slack, who joined the ranks of Summit advisors to successfully complete the fantastic program offered through Leadership San Ramon Valley. Among those in attendance at the... Read More

Summit Places 4th at Junior Achievement’s Social Innovation Camp!

May 27, 2017 | Category: Articles

Summit’s Laura O’Brien and Michael Lahl had the opportunity to be mentors at this year’s Junior Achievement Social Innovation Camp again. Since 2012, This Northern California initiative of Junior... Read More

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