Summit Financial Group - Northwestern Mutual

Summit Financial Group - Northwestern Mutual Summit Financial Group is a firm with a dedicated team of financial professionals.

Summit hosted our Annual Team Building Day this past Tuesday. An opportunity for our entire firm to come together, stren...
06/18/2026

Summit hosted our Annual Team Building Day this past Tuesday. An opportunity for our entire firm to come together, strengthen our culture, and reflect on the deeper purpose behind our work in the financial services industry. We are continually reminded that every client we have the privilege to serve creates a meaningful impact, not only in their own lives, but in the lives of their families as well.

We were also incredibly grateful for the chance to extend that impact beyond the office through a meaningful community initiative. Our team assembled 150 kits: featuring meals, snacks, and essential toiletries to support the clients of The Salvation Army of Allen County, IN.

We extend our sincere thanks to The Salvation Army for their unwavering commitment to serving the Fort Wayne community. It’s an honor for us to play even a small role in supporting their important work.

As we move forward, may we continue striving toward our goals, serving others wholeheartedly, and doing so with the guidance of God’s grace.

🎉 Happy Work Anniversary to our Partner and Private Wealth Advisor, Brad Stewart! 🎉Join us in celebrating an incredible ...
06/18/2026

🎉 Happy Work Anniversary to our Partner and Private Wealth Advisor, Brad Stewart! 🎉

Join us in celebrating an incredible milestone for our CEO, Partner, and Private Wealth Advisor, Brad Stewart! Brad is marking 38 remarkable years as a Northwestern Mutual advisor and 2 successful years with us at Summit Financial Group.

Brad's dedicated leadership, expertise, and unwavering commitment have been instrumental in guiding our clients and our team to new heights. We are truly fortunate to have such an inspirational leader at the helm.

Congratulations, Brad!

Celebrating Tyler Gibisch's 7-year Work Anniversary! 🎉 Tyler Gibisch started with NM in 2019 and has been working with o...
06/17/2026

Celebrating Tyler Gibisch's 7-year Work Anniversary! 🎉

Tyler Gibisch started with NM in 2019 and has been working with our advisor, Ted Sangalis. Tyler along with our Oak Brook team joined Summit in the summer of 2025.

Tyler has exhibited his dedication and has made a great impact on our firm's success. Please join us in congratulating Tyler. We are pleased to have him on our team and look forward to all the wonderful contributions he will make!

Celebrating Carrie's 13-Year Work Anniversary! 🎉We are excited to celebrate Carrie on her 13-year work anniversary with ...
06/17/2026

Celebrating Carrie's 13-Year Work Anniversary! 🎉

We are excited to celebrate Carrie on her 13-year work anniversary with Summit Financial Group!

Carrie approaches everything with incredible energy and dedication, consistently going above and beyond to ensure our clients receive the highest level of service. Her dynamic personality, unwavering commitment, and expertise have been key drivers of our success and client satisfaction.

Please join us in congratulating Carrie on this significant milestone. Here’s to many more years of excellence and remarkable contributions!

06/16/2026

Most families can’t cover the full cost of eldercare on their own, especially if they’re also raising kids. But the goal isn’t to do it alone. If you’re trying to figure out how to hold it all together—or make a plan to help you navigate this more smoothly in the future—that’s exactly what I help people do. Let’s connect.

Celebrating Renee's 23-Year Work Anniversary! 🎉We are pleased to celebrate Renee, on her remarkable 23-year work anniver...
06/16/2026

Celebrating Renee's 23-Year Work Anniversary! 🎉

We are pleased to celebrate Renee, on her remarkable 23-year work anniversary with Summit Financial Group!

Renee's dedication, expertise, and unwavering commitment to our clients have been instrumental in shaping our success over the years. Her leadership and passion for excellence have made a lasting impact on our team and the clients we serve.

Please join us in congratulating Renee on this milestone. Here’s to many more years of outstanding achievements and collaboration!

What a fantastic day at Northwestern Mutual’s Drive for a Cure golf outing benefiting Alex’s Lemonade Stand! ⛳🍋Many Summ...
06/02/2026

What a fantastic day at Northwestern Mutual’s Drive for a Cure golf outing benefiting Alex’s Lemonade Stand! ⛳🍋

Many Summit representatives came out to enjoy a beautiful day while supporting the fight against childhood cancer.

We’re especially proud to see our CEO, Chris Bean, alongside advisors Michael Ready, David Mann, Paul Baker, Joey Didier, and Korey Grow, joining teams to help raise awareness for such an important cause.

Join us in congratulating Marlea Dale on her 23 year work anniversary! 🎉 Marlea is known for building long‑term, trust‑b...
06/02/2026

Join us in congratulating Marlea Dale on her 23 year work anniversary! 🎉

Marlea is known for building long‑term, trust‑based relationships and delivering thoughtful guidance to individuals, families, business owners, and family farm operations. At Summit, she’s helped deepen our multi‑generational planning approach and strengthen our presence in Wabash, focusing on efficient accumulation, effective distribution, and succession strategies that give clients confidence at every stage.

Thank you, Marlea, for your dedication and the care you show our clients and community. Here’s to many more years of impact! 👏

06/01/2026

Financial compatibility isn't really about the numbers—it's about whether you can talk to your partner about them. 💬 HelloPrenup founder Julia Rodgers has the simplest place to start. Share three numbers this week: what you earn, what you owe, what you're saving. How you handle that conversation tells you everything. If you're ready to build on it, I'd love to help. Let's connect.

Please also join us in congratulating Clayton Mosher on his one -year anniversary with Summit Financial Group!As an Asso...
06/01/2026

Please also join us in congratulating Clayton Mosher on his one -year anniversary with Summit Financial Group!

As an Associate Private Wealth Advisor, Clayton has made an immediate impact, supporting clients through planning and reviews, coordinating with our advisory and operations teams, and exemplifying a client‑first approach every day. We’re grateful for his dedication and excited for what’s ahead.

Congratulations, Clayton!

Address

Fort Wayne, IN

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 4:30pm

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