Summit Financial Group - Northwestern Mutual

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

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!

Happy Work Anniversary to Justin! 🎉We are excited to celebrate Justin Bortner, CFP®, CPA, MBA, RICP®, on his 8-year work...
06/01/2026

Happy Work Anniversary to Justin! 🎉

We are excited to celebrate Justin Bortner, CFP®, CPA, MBA, RICP®, on his 8-year work anniversary with Summit Financial Group.

Justin has been a driving force behind our investment strategies, bringing exceptional expertise, dedication, and insight to our team. His contributions have played a crucial role in our success and growth. He is a constant example of how honesty, professionalism, and hard work can propel you to the next stage of your career and life.

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

Celebrating Matt's 8-Year Work Anniversary! 🎉We are delighted to mark Matt’s 8 years with Summit Financial Group as our ...
05/29/2026

Celebrating Matt's 8-Year Work Anniversary! 🎉

We are delighted to mark Matt’s 8 years with Summit Financial Group as our Director of Operations!

Over the past eight years, Matt has played a pivotal role in enhancing our operations with his exceptional leadership and dedication. His hard work and commitment have been instrumental in our continued success.

Please join us in congratulating Matt on reaching this significant milestone. Here’s to many more years of outstanding contributions!

Join us in congratulating Brock Flickinger on his 4-year work anniversary! ✨ 🎉 Brock has built strong relationships wit...
05/23/2026

Join us in congratulating Brock Flickinger on his 4-year work anniversary! ✨ 🎉

Brock has built strong relationships with clients and partnered closely with our planning and operations teams to deliver thoughtful, coordinated strategies. His experience across construction, agriculture, manufacturing, and healthcare helps him tailor strategies that fit real‑world needs.

Thank you, Brock, for your dedication and impact. Here’s to the years ahead and the clients we’ll continue to serve together!

At Summit Financial Group, we’re committed to bringing meaningful, practical value to business owners and plan sponsors ...
05/21/2026

At Summit Financial Group, we’re committed to bringing meaningful, practical value to business owners and plan sponsors across Indiana.

We’re grateful to have had Summit Retirement Plan Specialist Laura Mongon partner with Patricia Beaty and Evan Deig of Taft Law to deliver a recent session on key ERISA considerations impacting health plans. Patricia and Evan’s expertise provided valuable insights into today’s evolving regulatory environment and the growing responsibilities facing employers.

Our approach is simple: connect plan sponsors with leading experts, so they can evaluate their benefits' strategy from every angle—administration, cost management, total rewards, and the overall employee experience.

Looking forward to continuing to bring valuable perspectives to our clients and partners.

Celebrating Allison's 19-Year Work Anniversary! 🎉We are incredibly proud to celebrate Allison’s 19-years with Summit Fin...
05/21/2026

Celebrating Allison's 19-Year Work Anniversary! 🎉

We are incredibly proud to celebrate Allison’s 19-years with Summit Financial Group!

For nearly two decades, Allison has been a cornerstone of our team, providing exceptional service and building strong, lasting relationships with our clients. Her dedication, expertise, and unwavering commitment have made a significant impact on our success.

Please join us in congratulating Allison on this remarkable milestone. We look forward to many more years of her outstanding contributions!

Join us in celebrating Dawn Steveson’s 2-year anniversary! 🎉Over the past two years, Dawn has brought outstanding dedica...
05/20/2026

Join us in celebrating Dawn Steveson’s 2-year anniversary! 🎉

Over the past two years, Dawn has brought outstanding dedication, attention to detail, creativity, and a consistently positive attitude. She goes above and beyond, helping shape our culture and building strong, lasting relationships. Her hard work has made a meaningful impact on our team’s efficiency and success.

Please join us in congratulating Dawn on this milestone and here’s to many more!

05/18/2026

One question that changes everything: What do I actually need from my career? 🤔 Author Simone Stolzoff makes the case that until you can answer that, every money decision feels harder than it has to be. Once you know what “enough” means to you, budgeting actually starts to feel freeing. That’s the kind of clarity a solid financial plan can help you find. When you’re ready to start building yours, let’s talk.

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

Website

https://www.linkedin.com/company/summit-financial-group-northwestern-mutual/, https://www.instagr

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