Summerlin Benefits Consulting
PROTECTING WHAT YOU HAVE WORKED SO HARD TO BUILD.
Helping You Protect Your Money. Helping You Protect Your Future.
Our Team
At Summerlin Benefits Consulting, we believe in working alongside our clients to help them protect what they've worked so hard to build and make informed decisions about retirement, family protection, and their legacy.
We are passionate about helping clients protect their retirement savings and understand the options available to support their long-term retirement income needs.
Our team consists of experienced, licensed professionals who are committed to education, service, and building long-term relationships with the families we serve. When you work with Summerlin Benefits Consulting, you'll work directly with professionals who are dedicated to providing personalized guidance and exceptional service.
Our team is highly trained and experienced, and each member is committed to helping you understand your options and move forward with greater confidence and peace of mind.
STACY J. SUMMERLIN
President/CEO
Ph: 855.809.2894, Ext. 701
Stacy Summerlin
Owner & President | Licensed Insurance Agent
For more than 29 years, Stacy Summerlin has helped individuals and families prepare for retirement with greater clarity, confidence, and peace of mind. As Founder and President of Summerlin Benefits Consulting, she is passionate about helping pre-retirees and retirees protect what they've worked so hard to build through education, retirement income strategies, and insurance solutions designed to provide greater stability and confidence.
Licensed in both Florida and Georgia, Stacy has been recognized for her leadership in the industry and serves as a mentor to professionals nationwide.
About Stacy Summerlin
With nearly three decades in the financial services industry, Stacy has built her practice around one core belief: retirement should feel secure, not stressful.
She founded Summerlin Benefits Consulting to create an educational, relationship-driven firm where individuals and families could receive personalized guidance without pressure or unnecessary complexity. Her approach focuses on helping clients understand their options, protect a portion of their savings from market ups and downs, and create strategies designed to support their long-term retirement goals.
Through her calm, educational approach and commitment to long-term relationships, Stacy has helped countless families move into retirement with greater confidence and peace of mind.
Credentials & Recognition
In 2021, Stacy was nominated among the top 1% of annuities and life insurance professionals, recognizing both her commitment to serving clients and her leadership within the profession.
In addition to working directly with clients, Stacy serves as a mentor to insurance professionals across the country, providing education and guidance on industry best practices, ethical standards, and client-first service.
Her philosophy is simple:
- Educate first
- Listen carefully
- Put the client's interests first
- Build long-term relationships based on trust and service
Areas of Focus
- Retirement Income Strategies
- Fixed and Fixed Index Annuities
- Life Insurance Strategies
- Retirement Benefits Education
- Legacy and Beneficiary Planning
Outside the Office
When she's not working with clients or mentoring fellow advisors, family remains at the center of Stacy's life. She and Keith are proud parents of three adult children and enjoy making memories with the next generation of their growing family. Stacy also enjoys traveling, boating, and unwinding poolside with a good book.
Connect with Stacy on LinkedIn.
Stacy Summerlin is a licensed insurance professional in Florida (License #P093301) and Georgia (License #2884371). Summerlin Benefits Consulting, Inc. is a licensed insurance agency (FL #L077348, GA #171576). Stacy Summerlin is also an Investment Advisory Representative (IAR) and offers advisory services through Gibbs Wealth Management, an SEC-registered investment adviser. Advisory services are separate from the insurance products and services offered through Summerlin Benefits Consulting, Inc. SBC Wealth Management LLC is a separate company that provides financial planning and wealth management services and is independent of Summerlin Benefits Consulting, Inc. and Gibbs Wealth Management.
Keith Summerlin
Co-Owner | Licensed Insurance Agent
Keith Summerlin is a retired U.S. Air Force veteran and licensed insurance agent specializing in life insurance. At Summerlin Benefits Consulting, he focuses on helping clients understand tax-efficient retirement strategies and explore insurance solutions designed to protect their families for generations to come.
About Keith Summerlin
Keith Summerlin brings a military veteran's discipline and a financial professional's clarity to every client relationship. He has developed a standard of excellence that carries directly into his work — precise, accountable, and always focused on doing right by the people he serves.
At Summerlin Benefits Consulting, Keith specializes in life insurance, with a particular emphasis on helping clients understand tax-efficient insurance and legacy strategies. He is passionate about educating clients on how the right financial structure today can benefit not just them, but their families long after they're gone — a perspective shaped by his own commitment to legacy and service.
Keith is licensed in Florida (License #W560440) and Georgia (License #3266555).
KEITH A. SUMMERLIN
Executive Vice President
Ph: 855.809.2894, Ext. 705
Areas of Focus
- Retirement Income Protection
- Generational Wealth & Legacy Education
- Tax-Efficient Insurance Strategies
- Legacy and Estate Protection Education
- Long-Term Care Funding Strategies
Military Background
Keith's service in the U.S. Air Force gave him a foundation built on integrity, accountability, and mission focus — values that define how he serves his clients. His clients benefit from that same standard: clear communication, consistent follow-through, and a commitment to their long-term financial wellbeing.
Outside the Office
Keith enjoys golf, hunting, and fishing. He takes particular pleasure in joining their son Triston in these sports. He and Stacy have three grown children (with a grandbaby on the way!) and stay closely involved in their family's lives.
Connect with Keith on LinkedIn.
Insurance products and services are offered and sold independently by Summerlin Benefits Consulting, Inc., a licensed insurance agency (FL #L077348, GA #171576). Keith Summerlin: FL #W560440, GA #3266555. SBC Wealth Management LLC, Summerlin Benefits Consulting Inc., and Gibbs Wealth Management are independent of each other.
Ph: 855.809.2894, ext. 704
ALEXIS ROSCOE
Director of Operations
Alexis is an agent in the firm and is licensed in both Annuities and Life Insurance. She manages our daily business operations and works closely with upper management to ensure all client needs are being met. Alexis works directly under Stacy to process new client applications and to conduct annual financial review meetings for existing clients. She assists with product questions, tracking interest rates and index allocations, income planning, and more. Her industry expertise is an asset to the firm and our client family.
Alexis loves to get outside in nature. She is always accompanied by her dogs, Joy & Kaos, and also loves dog training and competing in dog agility.
Ph: 855.809.2894, ext. 706
ASHLEIGH LEWIS
Portfolio Services Manager
Ashleigh plays an important role in supporting our overall client experience. Working directly under Stacy, she manages the processes and procedures that help ensure client needs are met both internally and with our partners. Her responsibilities include the onboarding of new clients, providing service year-round to our clients, and overseeing client account activity.
Ashleigh is an avid boater and loves the water. In her spare time she likes hanging out with family and friends.
Ph: 855.809.2894, ext. 702
JULIA SWANSON
Events & Scheduling Manager
Julia is a licensed junior agent and organizes and plans all our events, including educational seminars, client appreciation events, charitable activities, and more. She facilitates our virtual events, such as live webinars and on-demand video workshops. She also oversees scheduling and manages appointments set with your agent(s). Julia works very closely with internal staff to ensure that our clients receive the best possible experience when working with our firm.
Julia enjoys spending family time with her husband, Blake, and their two children. She also loves being out in the sunshine taking long walks, playing with her two small dogs, or going to the beach.
Ph: 855.809.2894, ext. 709
KENNEDY COGLAITI
Client Services Agent
Kennedy facilitates all new accounts being set up and funded. As a licensed junior agent, she works with and for new clients to oversee funds transfers from one financial institution to another. She maintains client account records and helps our agent(s) prepare for annual review meetings. Kennedy also assists with ongoing support for our existing clients, such as adding funds, withdrawals, RMDs, and any updates or changes needing to be made.
Kennedy enjoys spending time with her friends, traveling, and spoiling her dogs.
Ph: 855.809.2894, ext. 708
JONATHAN GUESS
Client Services Specialist
Jonathan is a key member of our Life Department, working directly under Keith to support all aspects of life insurance services. He focuses in assisting clients with Indexed Universal Life (IUL) policies, including reviewing and assessing potential tax burdens, applications, and annual reviews for life policies. Jonathan also manages a wide range of client services throughout all lines of the business such as withdrawals, beneficiary changes, policy updates, and other policy adjustments. Jonathan is committed to providing exceptional customer service and ensuring that all life insurance matters are addressed with accuracy and care.
Jonathan loves sports and enjoying the outdoors. In his spare time, you can find him on the golf course, at the beach, or spending time with family and friends.
Ph: 855.809.2894, ext. 710
HALEY SUMMERLIN
Seminar Coordinator
As the first voice you will usually hear when calling our office, Haley's warm professionalism ensures exceptional customer service across all departments. Haley is a licensed junior agent and expertly facilitates our live educational workshops as the Seminar Coordinator, ensuring guests learn, have fun, and enjoy the experience. She assists with scheduling appointments, coordinating with our internal support staff to meet client needs, and maintains client records. Haley also handles reservations for upcoming seminars and is your go-to for general help or information.
Haley is an avid reader who enjoys her book in a hammock or at the beach when the weather is nice. On rainy days, she reads on her couch with her dog and two cats for company.
Summerlin Benefits Consulting is a local, family-owned business. Whether you are an employee or a client, we want you to feel like part of the family.
