Summerlin Benefits Consulting
FOUNDED TO HELP MAKE A DIFFERENCE IN THE FINANCIAL AND INSURANCE INDUSTRIES
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 you accomplish short-term and long-term goals for your money, your lifetime, and your legacy. A great passion of ours is helping clients protect their retirement savings and to establish a lifelong retirement income stream that they won’t outlive.
We maintain licensed and certified agents, not a sales staff. Our clients will only work with experienced professionals who are committed to the customer experience.
The members of our team are highly trained and experienced. Each and every one of them is completely dedicated to meeting your retirement needs.
STACY J. SUMMERLIN
President/CEO
Ph: 855.809.2894, Ext. 701
ssummerlin@summbenefits.com
An experienced financial professional, Stacy serves as our chief advisor specializing in retirement benefits and safety during financial planning. As the founder of our firm, she is dedicated to making a difference in the financial industry by educating and helping clients to focus more on safety and stability in retirement. In 2021, Stacy was nominated into the top 1% of professionals in this field and serves as a mentor training and supporting other agents throughout the industry on a national scale. Her leadership drives our firm's principles and values as we strive to always work in and for our client's best interests.
Stacy loves to travel with friends and family. She likes spending quality time with Keith and their kids. Stacy also enjoys golfing or relaxing by the pool and reading a good book in her downtime.
KEITH A. SUMMERLIN
Executive Vice President
Ph: 855.809.2894, Ext. 705
ksummerlin@summbenefits.com
As a retired Air Force veteran and a licensed insurance agent specializing in Annuities and Life Insurance, Keith brings both vision and dedication to our firm and its clients. He is passionate about helping our clients establish a more tax-efficient portfolio whenever possible, and works hard to educate the public on how this can benefit both you and your family after you are gone. Keith sets a standard of excellence when engaging and interacting with clients, which keeps our team's performance at a very high bar.
Keith's hobbies include golf and hunting. He and Stacy have three children, all of which are now grown, and he enjoys mentoring their son, Triston, in these sports.
Ph: 855.809.2894, ext. 704
aroscoe@summbenefits.com
ALEXIS ROSCOE
Director of Operations
Alexis is a junior 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 application and to conduct annual financial review meetings for existing clients. She assists with product questions, tracking interest rates, managing 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 dog, Joy, and also loves dog training and competing in dog agility.
Ph: 855.809.2894, ext. 706
alewis@summbenefits.com
ASHLEIGH LEWIS
Financial Analyst
As a Certified Client Advocate with a specialty in financial engagement, Ashleigh plays a vital role in our overall client experience. She oversees our FIUL department and the SBC Wealth Management division. Ashleigh helps prepare financial audits and illustrations, assists with forecasting and reporting, and provides support to families during the death claim process. Working directly under Keith, she processes new FIUL applications and provides onboarding support for new AUM clients of SBCWM.
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
jswanson@summbenefits.com
JULIA SWANSON
Events & Scheduling Manager
Julia 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 laying on the beach.
Ph: 855.809.2894, ext. 710
hsummerlin@summbenefits.com
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 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.
Ph: 855.809.2894, ext. 709
kcollins@summbenefits.com
KENNEDY COLLINS
Client Services Agent
Kennedy facilitates all new accounts being set up and funded. As a junior licensed 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. As a Certified Client Advocate, she plays a special role in ensuring an exceptional overall client experience.
Kennedy enjoys spending time with her friends, traveling, and spoiling her dogs.
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.
