Team

Todd Rolland, CEO

Todd RollandTodd Rolland serves as the CEO of Premier Source. Having been involved with employee benefits and insurance his entire career, Todd leads Premier Source with passion, conviction and a world-class commitment to service and the success of our clients.

At the core of every successful and growing organization are its leaders and mentors. With unwavering passion and intellect, Todd teaches and leads by example. He is the heart and soul of our consultative prowess, earning the highest admiration and respect throughout the industry.

For more than two decades he has tackled the most unique and complex employee benefit situations. Whether it’s a small local business or a large national client Todd provides unparalleled service and expertise. His experience is diverse and spans multiple industries. This perspective enables him to mitigate risk and guide clients to time-tested and creative solutions.

Todd is widely renowned and a trusted voice on employee benefits. As a subject matter expert, he is often called upon by industry groups and organizations to present his insights. Of particular relevance is his presentation about the new healthcare delivery system within a competitive marketplace and the “exchange world”. He is often heard on radio stations throughout Oklahoma addressing, educating and helping businesses navigate the most sweeping government-driven healthcare reform in decades.

Todd’s professional designations include Certified Employee Benefits Specialists (CEBS), Registered Employee Benefits Consultant (REBC), Retirement Plans Associate (RPA) and Group Benefits Associate (GBA).

Todd is a 1987 graduate of Northeastern State University with a Bachelor of Science degree in Finance. He was named NSU Outstanding Alumnus in 2008.

Todd and his wife have been married for over 25 years and are blessed with three children. He is passionate about giving back. As the past chairman of the board, and current board member, for Tulsa’s Ronald McDonald House he has invested countless hours helping those in difficult situations. He also enjoys helping others through sports. Todd coached baseball for many years around the state. He is honored to be involved with the #14 Foundation, an athletic training camp for underprivileged kids throughout Oklahoma started by Josh Heupel. Todd also serves on the board for Southcrest Hospital.

Premier Source is a division of Summit Consolidated Group, a privately-held employee benefit, risk management and financial consulting firm located in Dallas TX. Summit has nineteen regional offices from Connecticut to California.

1 (800) 475-0991
trolland@yoursummit.com
fax: 1 (918) 663-0840

Travis Bradshaw, Senior Account Executive

Travis BradshawTravis Bradshaw, Senior Account Executive at Premier Source is responsible for client development and relationship management involving some of our largest clients. In this role he coordinates the efforts of a consulting team that is focused on developing contemporary solutions for clients. Through collaboration, consultation and comprehensive analysis Travis develops an integrated employee benefit strategy that produces positive outcomes. He serves as an integral part of the Premier Source team with fully integrated and collaborative expertise in the areas of employee benefits, human resources, and business consulting.

Travis has spent over 25 years in the financial services and insurance industry, working with industry leaders like Prudential and Mercer Health & Benefits. Premier Source has allowed him to help clients in many sectors including energy, manufacturing, Native American governments and businesses, and transportation. Travis provides benefit plan strategies that improve both cost and overall benefits.

Dedicated to his clients and their well-being, Travis has an extensive educational background. His credentials include:

  • LUTCF (Life Underwriter Training Council Fellowship)
  • GBA (Group Benefits Associate)
  • CMS (Compensation Management Specialist)
  • CEBS (Certified Employee Benefits Specialist)

Travis graduated from Tulsa University in 1989 with a BSBA in Business Administration. He has received numerous honors and awards due to his knowledge, experience, and service to clients. He is a hands-on leader and a model of thoroughness. Whether he is analyzing and benchmarking plan designs or creating fully-funded or partially self-funded models; Travis makes sure the ideas serve the client’s needs for optimum cost-efficiency and regulatory compliance.

As a man dedicated to service, Travis volunteers at a number of community organizations. Much of his time is spent assisting disadvantaged children and disabled veterans. Travis and his wife have been married for over a quarter of a century and have two daughters. His outside interests are diverse as Travis enjoys poker, black jack, bowling, shooting, and science fiction novels.

Premier Source is a division of Summit Consolidated Group, a privately-held employee benefit, risk management and financial consulting firm located in Dallas TX. Summit has nineteen regional offices from Connecticut to California.

Kaci Skidgel, Executive Vice President Corporate Retirement Plans

Kaci SkidgelTo learn more about the background of our investment professionals go to FINRA’s BrokerCheck.

Kaci Skidgel* is the executive vice president of corporate retirement plans for our Summit Consolidated Group family. As a part of the Premier-Source team she oversees group retirement planning and individual wealth management. In addition to her leadership role, Kaci is responsible for advising and managing corporate and individual retirement plans for approximately 1,000 clients. As an Investment Advisor Representative, she oversees client investments and retirement assets exceeding $450 million.

Kaci helps companies and individuals work through the myriad of issues including fiduciary pressure, investment risk, and regulatory compliance facing her clients each year. Her team advises our clients on key subjects, meets with them for their regular investment review, and provides specific documentation as required.

Kaci holds a number of designations, distinctions, and licenses for investment securities and insurance coverages. She is an Accredited Investment Fiduciary (AIF) and has earned her Series 6, 63, and 65. Kaci is a Qualified Plan Financial Consultant (QPFC), a member of the National Association of Plan Advisors (NAPA), and the ASPPA Benefits Council of the Dallas/Ft. Worth chapter. Kaci was acknowledged as one of the Top Women Advisors by NAPA in 2015.

Kaci is an accomplished public speaker and is often called upon to lead seminars and contribute to regulatory forums and training sessions. Her areas of influence include pension and retirement plans, the Pension Reform Bill, and ERISA fiduciary training. She has been interviewed by the Government Accountability Office (GAO) and contributed to a published article on Target Date Funds.

Kaci is bilingual, speaking Spanish fluently. She enjoys traveling and is inspired by the diversity of other cultures throughout the world. She has lived in Spain and Mexico. In 1999, she earned her Bachelor’s Degree in Spanish Education from Oral Roberts University.

Kaci has always had a passion for sports and is a competitor by nature. She competed at the NCAA Division I level in soccer and continues to be a dedicated runner completing two marathons and several half marathons. She is civic-minded and serves her hometown community as a board member of Reading Partners, as a chairperson for YoungLives, and as a member of the Tulsa Downtown Lion’s Club.

Most importantly, Kaci relishes the role of motherhood as she raises her teenage son. She enjoys spending quality time with family and friends, cooking, playing cards and being outdoors.

Premier Source is a division of Summit Consolidated Group, a privately-held employee benefit, risk management and financial consulting firm located in Dallas TX. Summit has nineteen regional offices from Connecticut to California.

Kaci Skidgel**, QPFC, AIF®

1 (918) 663-0991
fax: 1 (918) 663-0840
kskidgel@yoursummit1.com
211 N. Robinson, Suite 1490, Tulsa, OK 74119

**Investment advisor representative offering securities and advisory services through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency), member FINRA/SIPC. Cetera is under separate ownership from any other named entity. Phone: 918.699.6521 AR Insurance License # 328041 CA Insurance License # 0I34723

Jerry Endsley, Senior Account Executive

Jerry EndsleyJerry Endsley, Senior Account Executive at Premier Source is responsible for client management overseeing some of our largest clients. He serves as an integral part of the Premier Source team with fully integrated and collaborative expertise in the areas of employee benefits, human resources, risk management and business consulting. He helps coordinate all the interrelated parts of an employer’s overall risk and cost management strategies to find efficiencies and collaborative solutions for our clients. Jerry seeks to understand the client at every level, from the entry-level job to the C-suite.

As an industry veteran, Jerry has a global perspective and is able to find common ground in the tension between the competing priorities of the service providers and the client. He understands the challenges that employers face and works to find creative solutions that are both meaningful to the employees and affordable to the employer. With over thirty-five years of experience Jerry serves clients in several industry sectors including education, energy, law, municipalities and non-profit organizations.

As a technical expert Mr. Endsley specializes in the areas of Network and Plan Design Evaluation, Vendor Negotiations, Alternative Funding Strategies, and benchmarking self-funded plan designs. Through his analysis and work Jerry looks for opportunities to create efficiencies and cost savings for our clients. During his long tenure with Blue Cross Blue Shield of Oklahoma; Jerry was awarded the Eagle award for Excellence in 2000, 2004 and 2007.

Jerry graduated from Abilene Christian University in 1976, earning a BA degree in accounting with a minor in finance. He is a member of the American Institute of Certified Public Accountants and the Tulsa Association of Health Underwriters.

He and his wife have been married for over thirty years and have three children as well as three grandchildren. Jerry is an avid outdoorsman and involved in his community. He actively serves in a leadership role at his church and is a regular facilitator of Dave Ramsey’s Financial Peace University.

Premier Source is a division of Summit Consolidated Group, a privately-held employee benefit, risk management and financial consulting firm located in Dallas TX. Summit has nineteen regional offices from Connecticut to California.

jendsley@yoursummit.com
1.800.475.0991
fax: 1.918.663.0840

Gracen Johnsen, Vice President, Human Resource Strategies

Gracen JohnsonGracen Johnsen, Vice President, Human Resource Strategies at Premier Source, is responsible for the firm’s human resource consulting disciplines and mission. In this role she leads a dynamic consulting team that is focused on developing contemporary solutions for clients. Through collaboration, consultation and comprehensive analysis Gracen’s team develops a strategic application of proven HR processes and systems that result in positive outcomes.

With over twenty years of experience as an HR professional and business consultant Gracen understands both the process and pressures that HR staff face each day. As an HR strategist she works with clients in the areas of compliance, employee relations, compensation planning, Human Resource development, best practice implementation and Strategic alignment. This HR management consultancy helps clients gain perspective and a decided advantage in their HR strategy.

Gracen earned a Bachelor’s degree in Education from Oklahoma State University and has completed graduate courses in Business Management at Pepperdine University. She is a certified Senior Professional in Human Resources (SPHR), a SHRM-Senior Certified Professional (SCP) and a Certified Strategic Planner, and is proud graduate of Leadership Oklahoma City, Class 33.

Being involved in training and HR leadership development enables Gracen to keep abreast of innovative HR developments. She conducts seminars on HR practices and compliance, trains supervisors in the understanding and implementation of best practices, and consults with owners and managers to design, execute, and continuously improve their HR strategies. She is an instructor in HR Management at OSU-OKC and an Instructor for SPHR/PHR Certification and SHRM HR Essentials.

Gracen is passionate about helping companies and people. She currently sits on the board of ReMerge, a comprehensive female diversion program designed to transform pregnant women and mothers facing incarceration into productive community citizens. She served as a director of the Albuquerque Charter School Alliance and co-founded the Espanola Military Academy, New Mexico’s first military charter school. As President of Soroptimist International of Palm Desert, CA she worked to develop and found a nonprofit organization providing safety and services to victims of domestic violence. Gracen and her husband enjoy European Classic Cars, Formula 1 racing and Grand-Slam tennis matches. She is also an avid reader and enjoys going on long walks with her husband and beautiful Australian Shepherd.

Premier Source is a division of Summit Consolidated Group, a privately-held employee benefit, risk management and financial consulting firm located in Dallas TX. Summit has nineteen regional offices from Connecticut to California.

Krista Mueller, Account Executive

Krista Mueller

Shelby Parker, Administrative Account Manager

Shelby Parker

Cale Parnell, Analyst

Cale Parnell

Barbara Waggoner, Senior Marketing Specialist

Barbara Waggoner

Julie Winfrey, Account Executive

Julie Winfrey

To review the background of the investment professionals (noted by *) see FINRA’s BrokerCheck.