Rapid City, South Dakota (October 1, 2022)—Whitesell Financial Group, an independent financial planning and wealth management firm based out of Rapid City, SD, today announced it has joined Summit Wealth Group. Summit Wealth Group is an advisory firm headquartered in Colorado Springs and, with this acquisition, now has 9 locations throughout the country.
“This is an exciting time for Summit Wealth Group,” said Randy Morris, Summit Wealth Group’s CEO. “Anytime we identify an opportunity to grow, it excites us because it means bringing on additional resources, experience, and expertise, which ultimately allows us to serve clients better. Kurt and his team have built one of the most reputable advisory firms in the country, and they have done it with integrity, strong values, and a client-first approach. We could not be more thrilled to welcome Kurt and his team to the Summit Wealth Group family.”
For Kurt Whitesell, President of Whitesell Financial Group, joining Summit Wealth Group was an easy decision. “We had several opportunities which we considered, but after learning about Summit Wealth Group, the culture, the values, and the strength of the team-first approach, it became clear that this was the right direction for us,” said Kurt. “It has always been about serving our clients, and this transition provides greater capacity and additional resources. Additionally, it will allow us to maintain our boutique, highly personalized style, which our clients have come to expect of us. We are excited for what the future holds.”
Pictured from left to right: Jerod Ensz -- Financial Planning Associate, Alisha Butterfield -- Director of Branch Operations, Kurt Whitesell -- Senior Financial Advisor, Suzie Whitesell -- Director of First Impressions, LeAnne Heikes -- Team Support Administrator
About Summit Wealth Group
Summit Wealth Group has been providing individuals and organizations with financial guidance since 1989. With nine offices located throughout the U.S., the advisors of Summit Wealth Group pride themselves on providing customized financial strategies for each client. For more information, please visit www.summitwealthgroup.com.