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In this guide we have outlined ten common mistakes that you should avoid to help you stay on course toward a fulfilling retirement.

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Summit Wealth Group, LLC is a Registered Investment Advisor ("RIA"), under the Securities Exchange Commission, (“SEC”). Summit Wealth Group provides asset management and related services for clients nationally. Summit Wealth Group will file and maintain all applicable licenses as required by the state securities boards and/or the SEC, as applicable. Summit Wealth Group, LLC renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.

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Meet Kate

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.