Summit Financial Group - Northwestern Mutual

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

Celebrating Kim's 15-Year Work Anniversary! 🎉 We are pleased to honor Kim, our Retirement Plan Client Service Associate,...
10/24/2026

Celebrating Kim's 15-Year Work Anniversary! 🎉

We are pleased to honor Kim, our Retirement Plan Client Service Associate, on her 15-year years with Summit Financial Group! For over a decade, Kim has been a driving force in fostering strong client relationships and spearheading development initiatives. Her unwavering dedication, strategic insight, and exceptional leadership have been pivotal to our firm's success.

Please join us in congratulating Kim on this remarkable milestone. Here’s to many more years of innovation and growth!

Jonathan Lehman pulled out all the stops for this Friday's Team Lunch! 🔥👨‍🍳Today, our Partner & Private Wealth Advisor, ...
10/23/2026

Jonathan Lehman pulled out all the stops for this Friday's Team Lunch! 🔥👨‍🍳

Today, our Partner & Private Wealth Advisor, Jon, fired up the cooker and treated the entire office to homemade jambalaya. And because lunch alone wasn't enough, he also cooked breakfast for the team!

A special shoutout to Korey Grow, whose help with the preparation and sharing of his recipe played a big part in making the day such a success.

Needless to say, nobody left hungry today. 😋

Thank you, Jonathan and Korey, for making Friday a little extra special and for helping create the kind of culture that makes Summit such a great place to work!

Celebrating Tony's 3-Year Work Anniversary! 🎉 We are excited to celebrate Tony, one of our dedicated Private Wealth Advi...
10/16/2026

Celebrating Tony's 3-Year Work Anniversary! 🎉

We are excited to celebrate Tony, one of our dedicated Private Wealth Advisors, on his 3-year work anniversary with Summit Financial Group! In the past three years, Tony has demonstrated exceptional commitment, expertise, and a client-centric approach that has greatly contributed to our firm’s success. Always leading by faith, he sets a tremendous example for both employees and clients. His dedication to helping clients achieve their financial goals is truly commendable.

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

🎉 Happy 1-year work anniversary to Rick Sawyer, our CFO! With over 30 years in accounting and finance, including two for...
10/06/2026

🎉 Happy 1-year work anniversary to Rick Sawyer, our CFO!

With over 30 years in accounting and finance, including two former CFO roles, Rick has strengthened our financial strategy, reporting, and growth discipline. Grateful for your leadership, Rick!

Join us in congratulating him on 1 year at Summit!

Happy Work Anniversary to Laura Carollo! 🎉Today, we proudly recognize Laura Carollo on her 3 years with Summit Financial...
09/11/2026

Happy Work Anniversary to Laura Carollo! 🎉

Today, we proudly recognize Laura Carollo on her 3 years with Summit Financial Group! She has been an invaluable part of our team, consistently delivering excellence and contributing greatly to our success.

Join us in congratulating Laura on her work anniversary. Here's to many more years of achievements and teamwork!

Strong operations create exceptional client experiences.Summit Financial Group is seeking a Manager of Client Operations...
08/27/2026

Strong operations create exceptional client experiences.

Summit Financial Group is seeking a Manager of Client Operations to lead a centralized operations team responsible for client onboarding, account servicing, workflow ex*****on, and operational excellence.

This leadership role is ideal for someone who enjoys developing teams, improving processes, and driving consistent service delivery while partnering closely with advisors and client service professionals across the firm.

If you're a strategic thinker with a passion for people, process improvement, and operational leadership, we'd love to hear from you.
[email protected] | 260-295-1946

Looking to build your career in wealth management while strengthening meaningful client relationships?We're seeking a Pr...
08/27/2026

Looking to build your career in wealth management while strengthening meaningful client relationships?

We're seeking a Private Wealth Relationship Manager to join our Mishawaka office. This role works alongside Lead Advisors and Partners to support financial planning activities, client service initiatives, and relationship management efforts.

The ideal candidate enjoys connecting with people, learning complex financial concepts, and helping clients navigate important life decisions with confidence.

If you're looking for an opportunity to grow your expertise while making a lasting impact, we'd love to speak with you.
[email protected] | 260-295-1946

Why Professionals Choose Summit Financial Group:-Over 60+ years serving clients-Collaborative environment-Professional d...
08/26/2026

Why Professionals Choose Summit Financial Group:

-Over 60+ years serving clients
-Collaborative environment
-Professional development support
-Forbes recognition

Ready to take the next step in your advisory career?

We're seeking a Private Wealth Advisor for our Angola office to help clients navigate financial planning, investment management, retirement planning, and wealth preservation strategies. This role offers the opportunity to build meaningful client relationships while partnering with a collaborative team dedicated to delivering exceptional service.

Interested in learning more? We'd love to connect.
[email protected] | 260-295-1946

Exceptional client experiences don't happen by accident. They happen because of exceptional people.We're looking for a C...
08/24/2026

Exceptional client experiences don't happen by accident. They happen because of exceptional people.

We're looking for a Client Service Manager to join our Fort Wayne and Mishawaka team and serve as a key partner in delivering a seamless client experience. This role serves as the operational and service ex*****on lead for client relationships while coordinating with advisors, planners, and operations teams.

If you're organized, detail-oriented, and thrive in a fast-paced environment where client relationships matter, we encourage you to apply.

Join a team that values professionalism, collaboration, and continuous growth

Apply today or reach out to learn more.
[email protected] | 260-295-1946

🎉 Celebrating Dave Mann's Remarkable 54-Year Work Anniversary! 🎉Dave began his journey with Northwestern Mutual n 1972, ...
08/01/2026

🎉 Celebrating Dave Mann's Remarkable 54-Year Work Anniversary! 🎉

Dave began his journey with Northwestern Mutual n 1972, and for more than five decades has guided families and businesses with integrity, care, and expertise. In December 2025, he brought that legacy to Summit Financial Group as a Private Wealth Advisor, continuing to serve clients with the same dedication and long‑term perspective that defines his work.

Dave’s multi‑generational relationships, steady leadership, and commitment to thoughtful planning have left a lasting impact on our clients and our team. We’re grateful for his mentorship and the example he sets every day, past, present, and looking ahead.

Please join us in celebrating Dave and this extraordinary milestone!

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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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