Kurt Whitesell is a CFP® with 38 years of experience in the financial industry. He is currently with Summit Wealth Group, where he has worked since 2022 and in its successor entity since 2025. His prior experience includes 18 years at Commonwealth Financial Network and 15 years running Whitesell Financial Group. He is a 50% owner and president of a private reinsurance company. Summit Wealth Group provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers customized investment strategies using a range of analytical approaches and frequently implements these through third-party money managers, monitoring accounts with ongoing reviews.

Alisha Butterfield is a financial advisor at Summit Wealth Group with 10 years of industry experience. She holds the Series 66 designation and previously worked at Whitesell Financial Group for eight years before joining Summit Wealth Group in 2022. Summit Wealth Group provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a customized investment approach using various analytical methods and incorporates third-party money managers and sub-advised models, with ongoing account monitoring and reviews.

Christian Whitesell is a financial advisor at Summit Wealth Group with one year of industry experience. He holds a Series 66 designation and has previously worked at Commonwealth Financial Network and Summit Wealth Group, Inc. Outside of his advisory role, he coaches soccer at Spearfish High School. Summit Wealth Group LLC provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm customizes target allocations based on clients’ financial profiles and uses a range of analytical approaches, often implementing strategies through third-party money managers and sub-advised models.