Senior Managing Director
As the founder of Summit Wealth Group, Ted brings more than three decades of financial planning and portfolio management experience to his clients. In 2022, Ted formed Integrated Tax Solutions to help current and future clients with tax planning and preparation as well as business formation. Ted is actively involved in serving his community through various non-profit organizations. Ted is an ordained minister and has served for over 20 years as an Executive Pastor. Summit Consulting Group continues to consult church leadership teams throughout the country. Ted and Andrea live in Tulsa Oklahoma and have two adult children, two daughters-in-love, and three grandsons.
Senior Tax Advisor
For over 60 years, W Kent Todd has been involved in many areas of accounting and tax work. Starting with military accounting then moving into large retail accounting and finally into small business accounting and personal and business income tax work. For the last 43 years, W Kent Todd has had experience in every type of business both large and small. His experience includes income tax work including personal and corporate partnerships, LLC’s, estates, trusts, and gift tax returns. Within his private practice, Kent is dedicated to serving clients nationally. His commitment to fast yet accurate bookkeeping, payroll, and tax preparation has earned the respect of the business and financial community.
Client Service Associate
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.
Tax Specialist
Solomon is joining Integrated Tax Solutions as a Tax Specialist. Solomon joins us from a Tulsa Credit Union where he worked as a Credit Union Advisor. Solomon is currently completing an MBA at Oral Roberts University. In his free time, Solomon enjoys spending time with his wife, trying new foods, and working out. Solomon is actively involved in serving at his local church.
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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.
