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Members...
Meetings...
The Summit Study Group currently has fourteen members. All members are screened and chosen based on a high standard of selection. All are top professionals in their respective field of expertise, and each with several years of experience.
Daniel S. Ball, ChFC, CLTC
 
 
Ball Financial Services Company
3 Oak Street
Westborough, MA 01581
Phone: (508) 366-7901
Fax: (508) 366-7994
 
E-mail: dball@ballfinancial.com
 
 
Bill Brams, CLU, ChFC, MSFS
 
 
Harvest Advisers LLC
550 Pinetown Rd. 224
Fort Washington, PA 19034
Phone: (215) 628-9200
Fax: (215) 628-8404
 
E-mail: billb@harvestadvisers.com
Web: www.harvestadvisers.com
 
Richard L. Farrar, CFP®, ChFC, CLU, AEP
 
 
First Financial Group of the South Inc.
201 Office Park Drive, Suite 300
Birmingham, AL 35223
Phone: (205) 803-3333
Fax: (205) 263-5398
 
E-mail: Rick.Farrar@lfg.com
Web: www.firstfinancialgroupinc.com
Stephen N. Frank, AIF®
 
 
Frank Wealth Management Group, Ltd.
3771 Attucks Drive
Powell, OH 43065
Phone: (614) 791-4806
Fax: (614) 573-7433
 
E-mail: sfrank@sfwmg.com
Web: www.sfwmg.com
Bruce Hosler, CFP®, EA, AIF®
 
 
Hosler Wealth Management LLC
973 West Gurley Street
Prescott, AZ 86305
Phone: (928) 778-7666
Fax: (928) 778-0499
 
E-mail: bruce@hoslerwealthmanagement.com
Web: www.hoslerwealthmanagement.com
 
Scott W. Krizner, ChFC
 
 
Baker Krizner Financial Planning
2230 N. Limestone St.
Springfield, OH 45503
Phone: (937) 390-8750
Fax: (937) 390-8755
 
E-mail: scott@bakerkrizner.com
Web: www.bakerkrizner.com
Kevin Kroskey, CFP, MBA
 
 
True Wealth Design, LLC
Akron:
150 N. Miller Road - Suite 350A
Akron, OH 44333
Phone: (330) 777-0688
Fax: (330) 247-0625

Cleveland:
29605 Lorain Road, Suite 104
North Olmsted, OH 44070
Phone: (216) 373-7670
Fax: (330) 247-0625
 
E-mail: kkroskey@truewealthdesign.com

 

Holly A. Magister, CPA, CFP®

Enterprise Transitions, LLP
3875 Old William Penn Highway Suite 3

Murrysville, PA 15668
Phone: (724) 733-2548
Fax: (724) 327-8291

 
E-mail: holly@enterprisetransitions.com
Web: www.enterprisetransitions.com

 
Kraig Mickelsen, CFP
Co-Founder
 
KRM Financial Services
555 South Randall Road Suite 222
St. Charles, Illinois 60174
Phone: (630) 377-8760
Fax: (630) 377-8769
 
E-mail: kraig@krmfinancial.com
Web: www.krmfinancial.com
 
Robert O'Dell, CFP
 
 
Wheaton Wealth Partners
115 W. Wesley, Suite 2
Wheaton, IL 60187
Phone: (630) 221-9222
Fax: (888) 580-1687
 
E-mail: rob@wheatonwealthpartners.com
Web: www.wheatonwealthpartners.com
 
Mike Owens, CLU, ChFC, RFC
Emeritus Member and Co-Founder
 
Strategic Legacy Advisors Inc.
875 South 48th Street
Lincoln, NE 68510
Phone: (402) 434-2442
Fax: (402) 434-2450
 
E-mail: mike@strategiclegacyadvisors.com
Web: www.strategiclegacyadvisors.com
Minoti H. Rajput, CFP®, RFG
 
Secure Planning Strategies
24800 Denso Drive
Suite # 265
Southfield, MI 48033
Phone: (248) 827-2580
Fax: (248) 827-2790
 
Email: mrajput@rajputsps.com
Web: www.rajputsps.com
 
Royce Ruth, RFC
 
 
Strategic Legacy Advisors Inc.
875 South 48th Street
Lincoln, NE 68510
Phone: (402) 434-2442
Fax: (402) 434-2450
 
E-mail: royce@strategiclegacyadvisors.com
Web: www.strategiclegacyadvisors.com
 
Don Tharp, CFP, MSFS, CAPTM
 
Hudson Financial Advisors Inc.
10034 Wellman Road
Streetsboro, Ohio 44241
Phone: (330) 342-1157
Fax: (330) 656-1507
 
E-mail: dtharp@hudsonfinancial.com
Web: www.hudsonfinancial.com
 
Jim Trull, CFP, CLU, ChFC, CLTC
 
 
Keystone Financial Partners
1255 Crescent Green, Suite 440
Cary, NC 27518

Phone: (919) 463-0018
Fax: (919) 463-0064
 
E-mail: jtrull@keystonefinancialpartners.com
Web: www.keystonefinancialpartners.com
© 2005-2012 Summit Study Group. Designed by Rural Designs.
Semiannual meetings featuring noted speakers are conducted to share knowledge and insight with this elite wealth planning community. Member hosted meetings are held at various sites across the nation. The next meeting sites and dates are listed below:


Philadelphia, PA
July 18-20, 2012


Naples, FL
January 16-18, 2013






"We help bring about a different level of leadership that we feel is much needed in the wealth planning community."