Our Team
Summit X Advisors brings together deep insurance expertise and modern technology to help employers protect their business and optimize their benefits strategy.
SummitX Advisory Team
SummitX Leadership Team
Insurance & Benefits Advisory
Summit X Advisors was founded to transform how employers approach commercial insurance and employee benefits. With deep expertise in benefits strategy, payroll tax optimization, and data-driven consulting, our leadership team is focused on delivering measurable savings without disrupting take-home pay.
Areas of Expertise
Our team combines decades of industry knowledge with modern analytics to deliver results across these core disciplines.
Commercial Insurance
Property & casualty, liability, workers' compensation, and industry-specific coverage designed for each client's risk profile.
Employee Benefits Consulting
Healthcare cost containment, plan design optimization, and IRS-compliant tax strategies that reduce employer and employee costs.
Analytics & AI Tools
Proprietary benchmarking tools including the Benefits Scorecard and SIMRP Score calculator for data-driven decision making.
Compliance & Regulatory
Service Contract Act compliance, Section 125 cafeteria plans, and regulatory navigation for federal contractors and multi-state employers.