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463155 FL-200, Suite 7

Yulee, FL 32097

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 adviser 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

Senior Business Manager

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 two dogs, Love and Joy, and also loves dog training.

Ph: 855.809.2894, ext. 706

asummerlin@summbenefits.com

ASHLEIGH SUMMERLIN

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.

Julia Swanson - Client Services Sepcialist

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.

Kennedy Collins - Client Services Specialist

Ph: 855.809.2894, ext. 709

kcollins@summbenefits.com

KENNEDY COLLINS

Client Services Specialist

Kennedy facilitates all new accounts being set up and funded. 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/changes needing to be made. As a Certified Client Advocate, she plays a special role in our overall client experience.

Kennedy enjoys spending time with her friends, traveling, and spoiling her dog.

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.