Helping You Navigate Your Financial Terrain

With confidence and clarity

Every successful journey is supported by experienced professionals working together toward one goal -- helping you reach yours.

Lisa Cassidy, founder and independent fiduciary financial advisor at Allegiant Financial Services Group.
Guiding your financial journey

Summit Team Member

Kevin Hocker --Federal Benefits

Federal employee benefits are among the most valuable — and most misunderstood — compensation packages in the country. Kevin Hocker has spent over 17 years making sure that changes.

As our Federal Employee Benefits Specialist, Kevin helps government employees cut through the complexity of their benefit packages and walk away with a clear, confident plan for the life they've worked hard to build.

Kevin's philosophy is refreshingly simple for an industry that tends to overcomplicate things: put the relationship first. He takes the time to understand not just your financial picture, but your values, your circumstances, and the goals that actually matter to you.

That approach has earned Kevin recognition well beyond the financial services world. An award-winning author of three books, his writing and speaking have been praised by business leaders, Olympic gold medalists, and Hall of Fame coaches — a testament to the kind of clarity and perspective he brings to every conversation, whether in print or across a planning table.