Northwestern Mutual Wealth Management Advisor Jonathan M. Lehman was recently promoted to partner at Summit Financial Group. He becomes the fourth partner working alongside Randall T. Lehman, Rob M. Hayworth, and Kevin J. Bontrager. Jonathan has been in the financial services industry since 2013. He graduated from the University of Saint Francis with a double major in Business and Business Education with a minor in special education. Jonathan specializes in working with business owners, retirees, and executives with a focus on efficient accumulation and effective distribution strategies.
Summit Financial Group is a financial planning/wealth management practice focused on providing clients with a distinctive experience that combines professional expertise and the power of Northwestern Mutual products and services. Summit Financial Group is committed to providing expert advice driven by time-tested strategies. The firm places an emphasis on personalized financial road maps that integrate investment plans and the right mix of insurance products to help reach clients’ goals.