Summit Alliance Division to Focus on Executive Comp

Summit Alliance Financial has partnered with Michael G. Goldstein and W. Garrett McDaniel, to form a new division, Summit Alliance Executive Benefits, LLC.

Summit Alliance Executive Benefits will provide sales and marketing expertise, situational analysis, design services, and ongoing program consultation on non-qualified deferred compensation, equity-based compensation, and other related benefit issues to help corporations create programs designed to retain key management.

The new entity will work with all manner of companies across the United States: large and small, public and private.  

Michael Goldstein, formerly Senior Vice president and National Director of Strategic Development at Clark Consulting will serve as the CEO and President for Summit Alliance Executive Benefits.  He will maintain offices in Newport Beach, California and at Summit Alliance Corporate Headquarters in Dallas, Texas. 

Garrett McDaniel, formerly Managing Director at Clark Consulting, will serve as Executive Vice-President and Director of Institutional Relationships and will operate primarily in Manhattan.

Mr. Larry K. Anders, Chairman and CEO of Summit Alliance Financial said, “This is a timely and strategic expansion for our company.  We have long worked with companies across America, large and small, to design programs to protect wealth and provide operational stability.  As businesses begin and continue to emerge from the difficult economic environment we have been through, there is a very real need to retain key management.  The opportunity to work with industry icons Mike Goldstein and Garrett McDaniel has positioned us to be the authority and go-to organization for advice, leadership and program design for our clients and our “alliance” partners.”