Kaci Skidgel
CPFATM, C(k)P®, AIF®
President, Summit Financial Group
Kaci Skidgel is President of Summit Financial Group. She partners with companies, business owners, and individuals for their retirement planning and investment needs. Kaci and her team collaborate with retirement plan committees and provide comprehensive support for all aspects of the retirement plan including Fiduciary governance, plan design, vendor management, fee analysis, benchmarking, compliance support, investment monitoring, and employee education. She also conducts seminars on Fiduciary Compliance and Retirement Plan Trends for organizations such as SHRM.
Recognized as a Top Women Advisor by NAPA since 2015 and a Top Financial Adviser by the Financial Times in 2018, she recently earned Top Retirement Plan Adviser by PLANADVISER for 2022 and 2023. Kaci’s team also achieved three years as a Top DC Advisor Team under her leadership.
(800) 471-0991 ext 2407
Dallas, TX
Client Plans: 92
Participants: 9400