Members...
Meetings...
The Summit Study Group currently has sixteen 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 Site: www.harvestadvisers.com
 
Mark Clark, CFP, CSA
 
 
The Legacy Group
240 South Pineapple - 8th Floor
Sarasota, FL 34236
Phone: (941) 870-0070
 
 
E-mail: mark@elegacygroup.com
Web Site: www.elegacygroup.com
 
Tom Denham, CPA
 
 
Orizon Group Inc.
16924 Frances Street Suite 200
Omaha, NE 68130
Phone: (402) 330-7008
Fax: (402) 691-0420
 
E-mail: tdenham@orizongroup.com
Web Site: www.orizongroup.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 Site: www.firstfinancialgroupinc.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 Site: www.bakerkrizner.com

Holly A. Magister, CPA, CFP®

Enterprise Transitions, LLP
4120 William Penn Highway
Murrysville, PA 15668
Phone: (724) 733-2548
Fax: (724) 733-2559

 
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 Site: www.krmfinancial.com
 
Kathleen Niew, JD
 
 
Niew Financial Services, Inc.
600 Hunter Drive, Suite 310
Oak Brook, IL 60523
Phone: (630) 586-0110
Fax: (630) 586-0120
 
E-mail: kniew@theniewgroup.com
Web Site: www.niewfinancial.com
 
Robert O'Dell, CFP
 
 
LVM Capital Management LTD
115 W. Wesley, Suite 2
Wheaton, IL 60187
Phone: (630) 580-5900
Fax: (630) 580-5904
 
E-mail: rodell@lvmcapital.com
Web Site: www.lvmcapital.com
 
Dwain L. Owens, CLU, ChFC, RFC
 
 
Strategic Legacy Advisors Inc.
2654 - 33rd Street
Columbus, NE 68601
Phone: (402) 564-7197
Fax: (402) 564-1516
 
E-mail: dwain@strategiclegacyadvisors.com
Web: www.strategiclegacyadvisors.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
40 Oak Hollow
Suite # 315
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: royceruth@alltel.net
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 Site: www.hudsonfinancial.com
 
Jim Trull, CFP, CLU, ChFC, CLTC
 
 
Keystone Financial Partners
116 New Edition Court
Cary, NC 27511
Phone: (919) 463-0018
Fax: (919) 463-0064
 
E-mail: jtrull@keystonefinancialpartners.com
Web: www.keystonefinancialpartners.com
© 2005-2008 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:

Columbus, OH
July 23-25, 2008

Birmingham, AL

January 21-23, 2009

Chicago, IL

July 22-24, 2009




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