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Summit Business Solutions Team

The Summit Business Solutions team specializes in employee and executive benefits planning services and qualified retirement planning services. Summit Business Solutions representatives are affiliated with Summit Financial Group representatives, and these teams may work together to help you meet your employee benefits and qualified retirement planning needs.

W. Brian Drake CRPS®, QPFC

Principal and Retirement Plan Specialist

Korey A. Grow QPFC, CRPS®

Retirement Plan Specialist

Michael J. Ready CFP®, QPFC

Retirement Plan Specialist

Valerie A. Litznerski

Research Analyst

Carrie F. Coulter

Office Manager

Kim A. Smith

Director of Employer and Participant Services

Kristen M. Causey

Regina R. Drake

Client Relationship Manager