San Ramon, CA (PRWEB) January 12, 2015
John has spent over a decade simplifying investment and planning concepts so that investors and business owners can be more confident in the actions they take to improve their financial future. John is especially passionate about helping business owners gain clarity and control over their own integrated set of corporate and personal financial planning considerations.
He joins Summit Financial Group from National Financial Partners where he was one of the regional leaders for their exit and succession planning practice. Prior to that, he was CEO at Tungsten Group, LLC, dedicated to creating stakeholder value in life and disability insurance procurement and exit planning strategies. John has also worked at TCS Insurance and Metlife.
Commenting on John’s appointment, Nathan Bennett, one of the Founding Partner at Summit Financial Group, LLC, said, “Summit is growing thanks to referrals from our clients, and we are adding capacity so we may continue to deliver a top notch client experience. John comes highly recommended by some of our trusted colleagues in the legal and accounting world and we look forward to John joining the Summit team and helping many privately held business owners with their financial life.”
Summit Financial Group, LLC is a comprehensive financial planning and wealth management firm dedicated to providing insight and solutions that assist our clients in the pursuit of their financial independence. Each relationship begins with our commitment to learn about our clients, their needs, and their ambitions. Our mission is to educate clients so they understand their financial picture, and implement solutions that match their priorities and resources.
Securities and investment advisory services offered through Securian Financial Services, Inc., Member FINRA/SIPC. Securities dealer and registered investment advisor. Summit Financial Group, LLC is independently owned and operated. TR#1089447. DOFU 01/2015
For further information about Summit Financial Group, LLC please visit http://www.summitadvisors.com.