Kevin Bontrager in

Kevin Bontrager

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Partner | Private Wealth Advisor, Estate & Business Planning Specialist at Summit Financial Group - Northwestern Mutual
📍 United States

Kevin is a founding Partner and award-winning Private Wealth Advisor at Summit Financial Group, specializing in estate and business planning for entrepreneurs and pre-retirees. Holding multiple designations like CAP® and WMCP®, he draws from his upbringing in a family construction business to create well-crafted financial "blueprints" for his clients.

Outside of work, Kevin is a family man, residing in DeKalb County with his wife, Sherri, and their five children. They are actively involved in their community, serving as Elders at their church, supporting local school sports, promoting adoption, and contributing to various local nonprofit organizations.

He learned the value of hard work and excellence growing up in a family-owned construction business.

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Experience
30 Years
Current Role
Partner | Private Wealth Advisor, Estate & Business Planning Specialist
Job Level
Junior
Location
United States
Personality Overview

How Kevin shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Kevin cares about

Business Succession Planning
He specializes in working with business owners and executives with a focus on succession planning and executive benefits.
Philanthropic Advising
As a Chartered Advisor in Philanthropy® (CAP®), he is an expert in helping clients with their charitable giving and legacy goals.
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Career

Work history

12-2003
Partner | Private Wealth Advisor, Estate & Business Planning Specialist
Summit Financial Group - Northwestern Mutual
9-1997 - 12-2003
Engineered Products Division Sales Specialist
Sealed Air Corporation
1995 - 1997
Information/Technical
Perry Corporation
Information/Technical
Perry Corporation
In the press

Media appearances

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Education
1-2020 - 9-2020
Wealth Management Certified Professional - WMCP
The American College of Financial Services
2005 - 2011
Chartered Life Underwriter CLU
The American College of Financial Services
1994 - 1996
EET
ITT Technical Institue
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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