Summit Financial Group - Northwestern Mutual

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

๐ŸŽ‰ Celebrating Randy Lehmanโ€™s 43-Year Milestone! ๐ŸŽ‰Please join us in honoring Randy Lehman, Partner, Private Wealth Adviso...
07/15/2026

๐ŸŽ‰ Celebrating Randy Lehmanโ€™s 43-Year Milestone! ๐ŸŽ‰

Please join us in honoring Randy Lehman, Partner, Private Wealth Advisor, and Chairman of the Board, on 43 remarkable years in our industry. Randy began his career at Northwestern Mutual and went on to found Summit Financial Group, where his leadership, devotion, and deep expertise have shaped our firmโ€™s values and success. His unwavering commitment to excellence and visionary approach have made a lasting impact on our team and the clients we serve.

Thank you, Randy, for the legacy you continue to build and the inspiration you provide every day. Hereโ€™s to continued leadership, innovation, and growth!

โœจ Celebrating Excellence Across Summit Financial Group โœจWeโ€™re proud to recognize several Summit advisors who have earned...
07/10/2026

โœจ Celebrating Excellence Across Summit Financial Group โœจ

Weโ€™re proud to recognize several Summit advisors who have earned a place on the Forbes Best-In-State Top Financial Security Professionals 2026 list.

Congratulations to:

โœจ Randall Lehman
โœจ Brad Stewart
โœจ Rob Hayworth
โœจ Kevin Bontrager
โœจ Jonathan Lehman
โœจ Tom Gearhart
โœจ Ted Sangalis

This recognition reflects their commitment to delivering exceptional guidance, building lasting client relationships, and helping individuals and families pursue their financial goals with confidence.

We are grateful for the dedication, professionalism, and impact these advisors bring to our clients and our firm every day. Please join us in celebrating this outstanding achievement!



*(๐˜‘๐˜ถ๐˜ญ๐˜บ 2026), ๐˜ฃ๐˜ข๐˜ด๐˜ฆ๐˜ฅ ๐˜ถ๐˜ฑ๐˜ฐ๐˜ฏ ๐˜ฅ๐˜ข๐˜ต๐˜ข ๐˜ข๐˜ด ๐˜ฐ๐˜ง ๐˜‹๐˜ฆ๐˜ค๐˜ฆ๐˜ฎ๐˜ฃ๐˜ฆ๐˜ณ 30 ๐˜ต๐˜ฉ๐˜ฆ ๐˜ฑ๐˜ณ๐˜ฆ๐˜ท๐˜ช๐˜ฐ๐˜ถ๐˜ด ๐˜บ๐˜ฆ๐˜ข๐˜ณ. ๐˜™๐˜ฆ๐˜ด๐˜ฆ๐˜ข๐˜ณ๐˜ค๐˜ฉ & ๐˜ณ๐˜ข๐˜ฏ๐˜ฌ๐˜ช๐˜ฏ๐˜จ ๐˜ฑ๐˜ณ๐˜ฐ๐˜ท๐˜ช๐˜ฅ๐˜ฆ๐˜ฅ ๐˜ฃ๐˜บ ๐˜š๐˜๐˜–๐˜–๐˜’ยฎ ๐˜™๐˜ฆ๐˜ด๐˜ฆ๐˜ข๐˜ณ๐˜ค๐˜ฉ, ๐˜“๐˜“๐˜Š. ๐˜•๐˜ฐ๐˜ณ๐˜ต๐˜ฉ๐˜ธ๐˜ฆ๐˜ด๐˜ต๐˜ฆ๐˜ณ๐˜ฏ ๐˜”๐˜ถ๐˜ต๐˜ถ๐˜ข๐˜ญ ๐˜ข๐˜ฏ๐˜ฅ ๐˜ช๐˜ต๐˜ด ๐˜ข๐˜ฅ๐˜ท๐˜ช๐˜ด๐˜ฐ๐˜ณ๐˜ด ๐˜ฅ๐˜ฐ ๐˜ฏ๐˜ฐ๐˜ต ๐˜ฑ๐˜ข๐˜บ ๐˜ง๐˜ฐ๐˜ณ ๐˜ฑ๐˜ญ๐˜ข๐˜ค๐˜ฆ๐˜ฎ๐˜ฆ๐˜ฏ๐˜ต ๐˜ฐ๐˜ฏ 3๐˜ณ๐˜ฅ ๐˜ฑ๐˜ข๐˜ณ๐˜ต๐˜บ ๐˜ณ๐˜ข๐˜ต๐˜ช๐˜ฏ๐˜จ ๐˜ญ๐˜ช๐˜ด๐˜ต๐˜ด, ๐˜ฃ๐˜ถ๐˜ต ๐˜ฅ๐˜ฐ ๐˜ฑ๐˜ข๐˜บ ๐˜ฎ๐˜ข๐˜ณ๐˜ฌ๐˜ฆ๐˜ต๐˜ช๐˜ฏ๐˜จ ๐˜ง๐˜ฆ๐˜ฆ๐˜ด
๐˜ต๐˜ฐ ๐˜ต๐˜ฉ๐˜ฆ๐˜ด๐˜ฆ ๐˜ฐ๐˜ณ๐˜จ๐˜ข๐˜ฏ๐˜ช๐˜ป๐˜ข๐˜ต๐˜ช๐˜ฐ๐˜ฏ๐˜ด ๐˜ต๐˜ฐ ๐˜ฑ๐˜ณ๐˜ฐ๐˜ฎ๐˜ฐ๐˜ต๐˜ฆ ๐˜ต๐˜ฉ๐˜ฆ ๐˜ณ๐˜ข๐˜ต๐˜ช๐˜ฏ๐˜จ(๐˜ด). ๐˜™๐˜ข๐˜ฏ๐˜ฌ๐˜ช๐˜ฏ๐˜จ๐˜ด ๐˜ข๐˜ฏ๐˜ฅ ๐˜ณ๐˜ฆ๐˜ค๐˜ฐ๐˜จ๐˜ฏ๐˜ช๐˜ต๐˜ช๐˜ฐ๐˜ฏ๐˜ด ๐˜ข๐˜ณ๐˜ฆ ๐˜ฏ๐˜ฐ ๐˜จ๐˜ถ๐˜ข๐˜ณ๐˜ข๐˜ฏ๐˜ต๐˜ฆ๐˜ฆ ๐˜ฐ๐˜ง ๐˜ง๐˜ถ๐˜ต๐˜ถ๐˜ณ๐˜ฆ ๐˜ช๐˜ฏ๐˜ท๐˜ฆ๐˜ด๐˜ต๐˜ฎ๐˜ฆ๐˜ฏ๐˜ต ๐˜ด๐˜ถ๐˜ค๐˜ค๐˜ฆ๐˜ด๐˜ด.*

Celebrating Mark's 31-Year Work Anniversary! ๐ŸŽ‰We are incredibly proud to celebrate Mark Boyd's 31-year work anniversary ...
07/10/2026

Celebrating Mark's 31-Year Work Anniversary! ๐ŸŽ‰

We are incredibly proud to celebrate Mark Boyd's 31-year work anniversary as a Financial Advisor at Summit Financial Group!

Mark's three decades of devotion, skillfulness, and loyalty to his clients have been a key factor of our firm's success. His deep knowledge and personalized approach have helped countless individuals and families achieve their financial goals. Please join us in congratulating Mark. Hereโ€™s to many more years of excellence and impactful service!

Celebrating 13 years with Jon! ๐ŸŽ‰Weโ€™re honored to recognize Jon Lehman, our Partner and Private Wealth Advisor, on his 13...
07/08/2026

Celebrating 13 years with Jon! ๐ŸŽ‰

Weโ€™re honored to recognize Jon Lehman, our Partner and Private Wealth Advisor, on his 13โ€‘year anniversary with Summit. His professional integrity, deep expertise, and unwavering commitment to client success have made him a cornerstone of our firm. Jonโ€™s sunny disposition, regular check-ins with colleagues, and consistent contributions have shaped our culture and elevated the service we provide. He also continues a proud family legacy at Summit, following in the footsteps of his father, Randy Lehman.

Please join us in congratulating Jon on this significant milestone. Hereโ€™s to many more years of outstanding service and leadership!

Celebrating Kiva's 11-Years with Summit! ๐ŸŽ‰We are delighted to celebrate Kiva Small, our Client Service Manager, on her 1...
07/06/2026

Celebrating Kiva's 11-Years with Summit! ๐ŸŽ‰

We are delighted to celebrate Kiva Small, our Client Service Manager, on her 11-year work anniversary with Summit Financial Group. Kiva has been a cornerstone of our team, consistently providing exceptional service and support to our clients. Her diligence, knowledge, and unwavering commitment have significantly contributed to our success and client satisfaction.

Please join us in congratulating Kiva on this incredible milestone. Hereโ€™s to many more years!

Kyle's 4-Year Work Anniversary! ๐ŸŽ‰We are pleased to celebrate Kyle, our Financial Planning Analyst, on his 4-year work an...
07/05/2026

Kyle's 4-Year Work Anniversary! ๐ŸŽ‰

We are pleased to celebrate Kyle, our Financial Planning Analyst, on his 4-year work anniversary with Summit Financial Group! Kyle has demonstrated exceptional analytical skills, dedication, and a strong commitment to our clients' financial success. His expertise and hard work have been invaluable to our team and the clients we serve.

Please join us in congratulating Kyle on this wonderful milestone.

Join us in congratulating Sammy Schubert on her first work anniversary as a Financial Planning Associate! ๐ŸŽ‰In just twelv...
07/01/2026

Join us in congratulating Sammy Schubert on her first work anniversary as a Financial Planning Associate! ๐ŸŽ‰

In just twelve months, Sammy has made a strong impact, building financial plans and projections, crafting meeting agendas, and partnering closely with our advisors to deliver clear, actionable recommendations. Her attention to detail and commitment to client outcomes have elevated the planning experience across the board.

Thank you, Sammy, for your dedication and teamwork. Hereโ€™s to many more years of growth and success!

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. Itโ€™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 Godโ€™s grace.

๐ŸŽ‰ Happy Work Anniversary to our Partner and Private Wealth Advisor, Brad Stewart! ๐ŸŽ‰Join us in celebrating an incredible ...
06/18/2026

๐ŸŽ‰ Happy Work Anniversary to our Partner and Private Wealth Advisor, Brad Stewart! ๐ŸŽ‰

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! ๐ŸŽ‰ Tyler Gibisch started with NM in 2019 and has been working with o...
06/17/2026

Celebrating Tyler Gibisch's 7-year Work Anniversary! ๐ŸŽ‰

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!

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Fort Wayne, IN

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

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