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Associates

Steve  M. Wilcox, CFP®, ChFC, CFS

Donald A. Ledoux, CFP®

Nathan T. Bennett, CFP®, ChFC, CLU, CFS

Cody C. Smith

Christy M. Barrere

Nicole K. Winiger

Teresa A. Hookey

Kimberlee A. Kelso
About Us
  • Our Company
  • Our Associates
  • Our Services
  • Wealth Management
  • Exit Planning
  • Account Links
  • Events Calendar
  • Summit in the Community
  • Tell A Friend
Contact Us

2010 Crow Canyon Place Suite 120
San Ramon, CA 94583

Phone: 925.866.7800
Fax: 925.866.7803

info@summitfingroup.com
Map and Directions

Securities and Investment Advisory Services offered through Securian Financial Services, Inc. , Member FINRA/SIPC.  Summit Financial Group, LLC is independently owned and operated.