Get to know my dedicated team
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.
Network of Specialists
Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.
Jonathan M. Lehman
CFP®, CLU®, ChFC®, WMCP®, RICP®
Life Insurance Specialist
Jon is a Partner at Summit Financial Group and 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 Ed. with a minor in special education. Jon specializes in working with business owners, retirees, executives, and educators with a focus on efficient accumulation and effective distribution strategies.
Kevin J. Bontrager
CLU®, ChFC®, AEP®, WMCP®, CAP®
Estate & Business Planning Specialist
Growing up in a family-owned construction business, I learned the value of hard work and excellence. Accordingly, our team builds relationships based upon integrity, and a commitment to listening. A well-crafted financial plan begins with a blueprint and a solid foundation. I specialize in working with business owners and pre-retirees with a focus on succession planning and executive benefits.
Louis Lazaron
J.D., CFP®
Estate & Business Planning Specialist
I specialize in the areas of business planning, asset management and estate planning. My office is dedicated to providing exceptional service and appreciates the opportunity to serve you.
Niki L Glen
CLU®, ChFC®, CASL®, CFP®, RICP®
Disability Income Specialist
Proud Hoosier and Indiana University graduate, I specialize in helping professionals, families, and retirees by creating holistic and comprehensive financial plans. Specializing in working with medical and legal professionals along with small business owners. Some areas of expertise include tax efficient wealth accumulation, risk management, education, and retirement planning.
Randall T. Lehman
ChFC®, CLU®, AEP®, RICP®
Estate & Business Planning Specialist
Randy is a founding partner of Summit Financial Group along with Rob Hayworth and Kevin Bontrager. Summit Financial Group specializes in working with business owners, executives and retirees. As the senior member of Summit Financial Group, Randy’s primary focus is on the design and implementation of comprehensive retirement income distribution and estate plans.
Rob M. Hayworth
CFP®, CLU®, ChFC®, AEP®, RICP®
Estate & Business Planning Specialist
Rob Hayworth started his relationship with Northwestern Mutual as a college intern while completing his degree in Business Administration and Finance at Taylor University in 1999. He specializes in working with business owners, retirees and executives. He is a founding partner of Summit Financial Group along with Kevin Bontrager and Randy Lehman.