Summit Financial Group Expands with Addition of Marion Office and 3 New Team Members
June 27, 2019
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Fort Wayne, IN – June 27, 2019 – Northwestern Mutual is excited to announce the expansion of Summit Financial Group (SFG)’s team. In addition to the current Fort Wayne location, SFG will now have a Marion office and three new team members. Joining the team are Thomas R. Gearhart, CLU®, ChFC®, Financial Advisor (picture), Kiva J. Small, Client Service Manager (picture), and Sharon R. Bunch, Administrative Assistant (picture).
Tom has partnered with Northwestern Mutual since 1977. He works primarily with business owners, retirees and executives with a focus on creating financial security and multigenerational family planning. Kiva has several years of experience in customer service and building client relationships. She is the client relationship manager for Tom Gearhart and is licensed in Life and Health insurance. Sharon brings with her many years of experience in customer service and maintaining client relationships. She assists Tom with maintenance of client information records, client communications, and internal office bookkeeping.
“We are excited to not only grow our team in numbers, but to expand our services with a physical presence in Marion,” said Randy Lehman, founding Partner at Summit Financial Group.
Tom Gearhart stated, “We are honored to be joining Summit Financial Group, an established firm of Northwestern Mutual – and Randall Lehman who was recently recognized by both Barron’s Top 1200 and Financial Times Top 400 Financial Advisors for 2019.”
Summit Financial Group is a financial planning/wealth management practice focused on providing clients with a distinctive experience that combines professional expertise and the power of Northwestern Mutual products and services. Summit Financial Group is committed to providing expert advice driven by time-tested strategies. The firm places an emphasis on personalized financial road maps that integrate investment plans and the right mix of insurance products to help reach clients’ goals.
Learn more about Summit Financial Group by visiting summit.nm.com.
Tom has partnered with Northwestern Mutual since 1977. He works primarily with business owners, retirees and executives with a focus on creating financial security and multigenerational family planning. Kiva has several years of experience in customer service and building client relationships. She is the client relationship manager for Tom Gearhart and is licensed in Life and Health insurance. Sharon brings with her many years of experience in customer service and maintaining client relationships. She assists Tom with maintenance of client information records, client communications, and internal office bookkeeping.
“We are excited to not only grow our team in numbers, but to expand our services with a physical presence in Marion,” said Randy Lehman, founding Partner at Summit Financial Group.
Tom Gearhart stated, “We are honored to be joining Summit Financial Group, an established firm of Northwestern Mutual – and Randall Lehman who was recently recognized by both Barron’s Top 1200 and Financial Times Top 400 Financial Advisors for 2019.”
Summit Financial Group is a financial planning/wealth management practice focused on providing clients with a distinctive experience that combines professional expertise and the power of Northwestern Mutual products and services. Summit Financial Group is committed to providing expert advice driven by time-tested strategies. The firm places an emphasis on personalized financial road maps that integrate investment plans and the right mix of insurance products to help reach clients’ goals.
Learn more about Summit Financial Group by visiting summit.nm.com.
Contact:
Randall T. Lehman
randy.lehman@nm.com, (260) 432-5152
