You want an affordable plan that is market driven with easy administration and great support from personal advisors that cares about you.
Advisory | Third-Party Administration | Recordkeeping | Education | Support
For over three decades our team at Summit has focused on the unique retirement needs of individual investors. At the same time, our team has served on staff and volunteered with ministries and churches. We understand the demands of Kingdom ministry.
Kate graduated from Oral Roberts University with a degree in Global Ministry and the Marketplace and went directly into full-time Ministry at her local church following graduation.
With a passion for helping people win and stewarding an atmosphere of excellence, she is driven to elevate systems, procedures, and programs. As a lifelong Tulsa resident, Kate recently married her high school sweetheart in July of 2022. When Kate is not in the office, you will find her serving the local church, playing pickleball, enjoying coffee with friends, and cheering on her husband, Brody, at the golf course.