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

Summit Financial Group - Northwestern Mutual

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United States
Fort Wayne, IN
Summit Financial Group - Northwestern Mutual

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

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

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

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

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

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!

07/28/2026

🎉 Happy 1-year work anniversary to Julie Delagrange! 🎉

Julie supports our Angola office as a caller for Advisor Kevin Bontrager, helping keep outreach and client connections running smoothly. Thank you for your dedication, Julie, we’re grateful to have you on the SFG team!

07/27/2026

One of the most common things I see with clients? They’re waiting for the right moment to start their financial plan. 💸 Waiting for the raise to come through, for interest rates to normalize, for the year to feel less chaotic. But here’s the truth: That moment rarely ever comes. Starting to plan today—even when things feel messy—is always a better call. If you’re in that holding pattern, I’d love to help.

07/21/2026

We are beyond honored to be recognized as one of Northwestern Mutual’s Top 5 5-Star Pathfinder Firms!

This incredible achievement reflects the dedication of our entire team, and we are especially proud to celebrate our partners and executive leaders who represented Summit on stage. Across all eight of our office locations, team members came together for watch parties and lunch to share in this special moment.

While we are grateful for this recognition, our greatest reward continues to be the privilege of serving our clients with exceptional care, expertise, and commitment every day. This honor is a testament to the hard work, collaboration, and client-first mindset that define our firm.

Thank you to our team, our partners, and the clients who place their trust in us.

Go Summit Go!! 🎉🏆

07/15/2026

🎉 Celebrating Randy Lehman’s 43-Year Milestone! 🎉

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 firm’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. Here’s to continued leadership, innovation, and growth!

07/10/2026

✨ Celebrating Excellence Across Summit Financial Group ✨

We’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:

✨ Randall Lehman
✨ Brad Stewart
✨ Rob Hayworth
✨ Kevin Bontrager
✨ Jonathan Lehman
✨ Tom Gearhart
✨ 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!

*(𝘑𝘶𝘭𝘺 2026), 𝘣𝘢𝘴𝘦𝘥 𝘶𝘱𝘰𝘯 𝘥𝘢𝘵𝘢 𝘢𝘴 𝘰𝘧 𝘋𝘦𝘤𝘦𝘮𝘣𝘦𝘳 30 𝘵𝘩𝘦 𝘱𝘳𝘦𝘷𝘪𝘰𝘶𝘴 𝘺𝘦𝘢𝘳. 𝘙𝘦𝘴𝘦𝘢𝘳𝘤𝘩 & 𝘳𝘢𝘯𝘬𝘪𝘯𝘨 𝘱𝘳𝘰𝘷𝘪𝘥𝘦𝘥 𝘣𝘺 𝘚𝘏𝘖𝘖𝘒® 𝘙𝘦𝘴𝘦𝘢𝘳𝘤𝘩, 𝘓𝘓𝘊. 𝘕𝘰𝘳𝘵𝘩𝘸𝘦𝘴𝘵𝘦𝘳𝘯 𝘔𝘶𝘵𝘶𝘢𝘭 𝘢𝘯𝘥 𝘪𝘵𝘴 𝘢𝘥𝘷𝘪𝘴𝘰𝘳𝘴 𝘥𝘰 𝘯𝘰𝘵 𝘱𝘢𝘺 𝘧𝘰𝘳 𝘱𝘭𝘢𝘤𝘦𝘮𝘦𝘯𝘵 𝘰𝘯 3𝘳𝘥 𝘱𝘢𝘳𝘵𝘺 𝘳𝘢𝘵𝘪𝘯𝘨 𝘭𝘪𝘴𝘵𝘴, 𝘣𝘶𝘵 𝘥𝘰 𝘱𝘢𝘺 𝘮𝘢𝘳𝘬𝘦𝘵𝘪𝘯𝘨 𝘧𝘦𝘦𝘴
𝘵𝘰 𝘵𝘩𝘦𝘴𝘦 𝘰𝘳𝘨𝘢𝘯𝘪𝘻𝘢𝘵𝘪𝘰𝘯𝘴 𝘵𝘰 𝘱𝘳𝘰𝘮𝘰𝘵𝘦 𝘵𝘩𝘦 𝘳𝘢𝘵𝘪𝘯𝘨(𝘴). 𝘙𝘢𝘯𝘬𝘪𝘯𝘨𝘴 𝘢𝘯𝘥 𝘳𝘦𝘤𝘰𝘨𝘯𝘪𝘵𝘪𝘰𝘯𝘴 𝘢𝘳𝘦 𝘯𝘰 𝘨𝘶𝘢𝘳𝘢𝘯𝘵𝘦𝘦 𝘰𝘧 𝘧𝘶𝘵𝘶𝘳𝘦 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘴𝘶𝘤𝘤𝘦𝘴𝘴.*

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

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

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08/27/2026

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