Summit Financial in the Community
Lyn Treece Boys & Girls Club of Tippecanoe County
“The Boys & Girls Club of Lafayette is an after-school and summer youth development organization providing positive, educational, leadership, and character-building programs for youth ages 6 to 18. The Boys & Girls Clubs of Lafayette aims to inspire and enable all young people, especially those from disadvantaged circumstances, to realize their full potential as productive, responsible, and caring citizens.”
Christmas donation on behalf of Summit clients, active volunteering with homework help.
Wrapped books for children for Christmas.
Intended to collaborate with the club on future projects, such as the ongoing renovation of the academic hall, future career & trade building, and contributions to the BGC Foundation for long-term sustainability.
“We fundamentally believe children are our future and need safe places
where they can escape the difficulties of personal lives, be fed, exercise,
and get extra help with school.” - Jon
Summit Financial in the Community
Our Community
Summit Financial is proud to be a part of the Greater Lafayette Community. These are strong, caring people who work together to make their home a better place. After all, a community is only as strong as the individuals who actively participate in improving lives.
It’s been an honor and a privilege to see the members of our community come together through volunteering and monetary contributions.
Our Values
We live in and support the same community as our clients. We’re familiar with the needs of local schools and non-profit organizations, as well as the dynamics of the local economy. This allows us to better grasp our clients’ condition than larger firms that service a wider area and may be less connected to the very community their clients live in.
We seek to partner with organizations that closely align with our company values – transparency, integrity, leaving the community better than we found it, passion, trust, collaboration, and sustained planning/preparation.
True Wealth
Having “wealth” is more than your finances. It also includes a sense of well-being, encouragement, and prosperity in the communities where we live and work.
Summit Financial would like to continue building significant, long-term relationships with non-profits. Every relationship we build and foster gives us all an opportunity to make a difference. Working together, we can create positive change to inspire new pathways to a better future.
Our Other Community Involvement
“Joyful Journey is a community-based not-for-profit organization committed to providing compassionate and loving adult day service that preserves the dignity and well-being of everyone who visits & provides encouragement and support to every caregiver.”
- First Annual Celebrity Softball Game corporate sponsor, monetary donation
“Our mission is to promote excellence in education and encourage classroom innovation by providing grants in academics and the arts to teachers in the public schools in Tippecanoe County.”
- Cupcake-run corporate sponsor, monetary donation over the last several years
“The Salvation Army meets the humanitarian needs of people in need, guiding them to physical, mental, and spiritual betterment. The Salvation Army exists throughout Indiana as a catalyst in helping people improve their lives.”
- Toy drive, monetary donation
“Wabash Center provides quality care for those with a disability or special needs. Our progressive approach leads to us continually pursuing new methods to serve individuals better.”
- Golf invitational sponsor corporate sponsor, monetary donation
“Junior Achievement’s mission is to inspire and prepare young people to succeed. The inspiration comes from community volunteers who deliver our lessons and share their experience.”
- United Way Partnered Program
- Jon has participated at Jefferson and McCutcheon High School with programs that include JA Personal Finance 2.0 and JA Be Entrepreneurial.
Speaking Engagements
Speaking Engagements Throughout
- Town of Delphi, Ivy Tech Community College, Sagamore Surgical Center, REA Magnet Wire, Fisher’s United Methodist Church, and 2nd Street Baptist Church
- Financial literacy and well-being talks
Purdue University’s Burton D. Morgan Business Plan Competition
- Served as judge for the Burton D. Morgan Business Plan Competition in 2014, 2017, 2018
Company-sponsored Christmas Toy Drive
- Toys were given to Salvation Army or Marine’s Toys for Tots
- American Legion
- Hahn Mansion Museum
- Purdue Research Foundation
- Purdue University ‘The Challenge 5k’ Cancer Research Run
- Local high school athletic programs – Rossville, McCutcheon
- Sports Clips Cancer Research Program
- Greater Lafayette Commerce
Securities offered through Regulus Financial Group, LLC. Member FINRA/SIPC. Investment advisory services offered through Regal Investment Advisors, LLC, an SEC Registered Investment Advisor. Registration with the SEC does not imply any level of skill or training. Regulus Financial Group, LLC and Regal Investment Advisors are affiliated entities. Summit Financial Group of Indiana is independent of Regulus Financial Group, LLC and Regal Investment Advisors.