Summit Welcomes David Beck, CPA, QPA, ERPA, as Senior ERISA Consultant

DALLAS - June 23, 2025 - PRLog -- Summit is proud to announce the addition of David Beck, CPA, QPA, ERPA, to its leadership team as a Senior ERISA Consultant. With more than two decades of experience in retirement plan design, consulting, and administration, David brings a wealth of knowledge and a proven track record of excellence in the retirement services industry.

"We are thrilled to welcome David to Summit," said Kaci Skidgel, President, Summit Financial Group.  "His leadership, technical expertise, and commitment to client success align perfectly with our mission to deliver exceptional retirement plan solutions. We look forward to the impact he will make for our clients and our team."

David's career spans roles at top-tier firms including PricewaterhouseCoopers and a regional accounting firm where he specialized in 401(k) plan audits. Most recently, he served as a partner at a third-party consulting firm, where he advised clients on complex retirement plan matters, including corrections, plan design, and nonqualified deferred compensation plans. His deep understanding of ERISA regulations and client-first approach make him a valuable asset to the Summit team.

Summit Financial Group has been a trusted resource for over 35 years, offering tailored solutions in Risk Management, Employee Benefits, Insurance, Retirement Plans, and Wealth Management to help protect assets and pursue business and life goals. Visit https://yoursummit.com to learn more.

David Beck is not affiliated or registered with Cetera Wealth Services, LLC.