CALIFORNIA CONSUMER - Key Persons
Alisa joined Summit Wealth Group in January of 2019 as Corporate Accountant/Payroll Coordinator. She has 16 years of previous experience with payroll and accounting.
Alisa grew up in Castle Rock CO and graduated from Douglas County High School, and hold an Associate Degree in Data Processing. Married for 30 years with two children she is also active in parish ministry. In her spare time, she enjoys knitting and being with her family. A core value she strives to obtain is stability and to live an ordinary life extraordinarily well.
Job Titles:
- Director of Branch Operations for the Rapid City
Alisha is the Director of Branch Operations for the Rapid City office of Summit Wealth Group. Her work experience has been focused on the financial services industry since 2011.
Alisha received her Bachelor of Science degree in Interdisciplinary Sciences from South Dakota Mines. She holds the FINRA Series 7 and 66 securities registration and is a registered assistant with Commonwealth Financial Network®(a registered broker/dealer, member FINRA/SIPC).
Alisha works closely with our advisors to provide ongoing service and support to our clients. She creates effective, efficient, and accurate administrative processes to offer our clients the highest quality client experience.
In Alisha's free time, she enjoys cooking, traveling, and spending time with her family and friends.
Job Titles:
- Registered Financial Assistant
Amy joined Summit Wealth Group recently. Her previous experience includes regional and national firms. She began her career in operations of a regional firm in 1998. Since then, she has worked in various roles, including performance reporting, equity capital markets, life insurance sales, and registered financial associate. Amy enjoys getting to know the clients and assisting them in reaching financial freedom and planning for retirement.
When not working, Amy enjoys spending time with her family and friends and traveling. You can find her working in her flowerbeds, playing golf, or spending time by the pool or lake. Amy is a widow with two children, Colton and Olivia. Colton keeps her on the go with baseball and golf while Olivia is busy with singing/songwriting.
Job Titles:
- Registered Financial Assistant
Angie joined Summit Wealth Group in June of 2013, as a Registered Financial Associate. She brings 13 years of experience in the securities industry, all of it spent at Merrill Lynch. She holds the FINRA Series 7 and 66 securities registrations (through Commonwealth Financial Network). Angie is currently pursuing a Bachelor's degree in Health and Wellness from the University of Colorado at Colorado Springs.
Although not a native, Angie calls Colorado home and resides in Colorado Springs with her daughter, Sophia. She enjoys yoga, running, hiking, anything outdoors, cooking, traveling and spending time with her family and friends.
Ashley is the friendly voice you'll usually hear when calling our Nashville office. She is responsible for handling the service side of our business. This includes entering client check requests, generating reports, providing copies of tax documents and statements, and preparing client paperwork. She is excited to be a part of the financial services industry and is an integral and trusted part of our team.
Ashley's passion is dance, and she enjoys teaching different styles of dance to all ages. She is determined to own a private dance school in the future.
Becky joined Summit Wealth Group's Ridgeland, Mississippi, office as an administrative assistant in August 2007. She graduated from Millsaps College with a BA in English in 1992. Prior to joining Summit, Becky worked at the law firm of Butler, Snow, O'Mara, Stevens and Cannada, where she began her career as a legal secretary and then advanced to paralegal. She enjoyed interacting with the clients there and now enjoys the opportunity to meet and work with Summit's clients.
Becky lives with her husband, Chris, in Ridgeland, Mississippi, and enjoys traveling, gardening, hiking, and camping.
Carmelle joined Summit Wealth Group in October 2009. She brings more than 30 years of financial-based experience to our team and holds the FINRA Series 7 securities registration (through Commonwealth Financial Network). The yellow-brick road leading to Summit Wealth Group includes administrative experience in the Financial Planning arena and Third Party Administration of IRS "Section 125 Flexible Spending Plans"/Employer Sponsored Retirement Plans. She received a BS in Business Administration with an emphasis in accounting from Emporia State University. For the past 11 years, Carmelle has served as Chapter Executive for the Southern Colorado Financial Planning Association. Carmelle believes that an unwavering commitment to customer service and to her work is vital in helping clients and team members achieve their goals.
She is a native of western Kansas and moved to Colorado in 1984. Carmelle and husband Blake have been happily married for 32 years. Throughout the years, they have been blessed with two strong, wonderful boys: Andrew, who graduated from the University of Colorado at Colorado Springs with a Business degree in May of 2014, and Cody, who works as a bartender at Cheyenne Mountain Resort. During her spare time, she enjoys cooking, hanging out at the beach, reading, hiking, and most of all just spending time with her family.
Dakota joined Summit Wealth Group in 2021 and is a Financial Advisor in the Denver Tech Center office. He has extensive experience in the securities industry, most recently holding a position as an Investment Operations Analyst at a mutual fund company where he developed unique investment strategies for all market conditions. Dakota also spent many years in commercial banking, helping clients manage their cash flow and providing access to capital so they can expand their business operations. He takes pride in helping professional engineers and business owners achieve their goals through tax-efficient investments and comprehensive financial planning techniques.
Dakota graduated with a B.S. in Finance from Colorado State University. He earned the CERTIFIED FINANCIAL PLANNER™ designation and holds Series 7, 63, and 65 FINRA licenses. He is an Investment Advisor Representative with Commonwealth Financial Network® (a registered broker/dealer, member FINRA/ SIPC).
Dakota focuses on leading an active lifestyle outside of work, whether in the gym, lifting weights, or snowboarding in the mountains. He gives back to his community through the Food For Thought program, which provides meals to underprivileged schoolchildren. He and his wife, Molly, welcomed their first child in July 2022, so he enjoys spending time with his young family as a dedicated father and husband.
Job Titles:
- Chief Financial Officer
- Shareholder
- CFP®, AIF® Chief Financial Officer
Daniel Cook is one of the founders and serves as CFO of Summit Wealth Group.
Through an integrated approach to personal financial planning, business management and tax reduction strategies, Dan has helped hundreds of clients plan for and retire more comfortably. He has extensive experience working with business owners on tax minimization strategies, helping entrepreneurs achieve their business goals without overlooking personal financial needs, and in using pre-tax dollars both for business capitalization and investment goals. Dan also works with business owners who are transitioning their business such that both the buyer and seller benefit.
Dan is now an Investment Adviser Representative of Commonwealth Financial Network. He is a graduate of the College for Financial Planning, attended the Executive MBA program at the University of Denver and holds a Bachelor of Science in Economics. Along with his prestigious education, Dan has obtained his CERTIFIED FINANCIAL PLANNER™ certification and is an Accredited Investment Fiduciary® (AIF®).
Dan devotes much of his time to charitable work, has helped to start a number of civic and charitable organizations and foundations. He is a member of the Board of Directors of The Catholic Foundation, and a member of Team Samaritan House, a cycling club raising funds for the homeless in Colorado. He and his wife Denise are proud parents of three children and active in their parish church, where Dan serves as a deacon. They regularly participate in charity cycling events and enjoy riding and traveling with the Colorado Tandem Club.
Daniel Cook is proud to have been recognized as a Winners Circle advisor for 2015-a distinction based on annual production that places him among the top 30 percent of advisors affiliated with Commonwealth Financial Network.
Dan Cook is the Chief Financial Officer, shareholder, and practicing advisor at Summit. Dan built his career on finding customized financial solutions for business owners, particularly dentists. Dan is dedicated to the service aspect of the business and in finding new and innovative ways to help clients succeed in their businesses.
Job Titles:
- Vice President
- Vice President and Financial Advisor With Summit Wealth Group
Dan has been named to Forbes Best-in State Wealth Advisors list for each of the past 4 years.* He is a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Retirement Planning Counselor (CRPC®), and an Investment Advisor Representative of Commonwealth Financial Network. He holds the Registered Securities Principal Series 24, Series 7, Series 63, and Series 65 registrations. Also, Dan holds separate licenses for Life, Accident, Health, and Long Term Care Insurance.
A current member of the Financial Planning Association (FPA), Dan has conducted financial and government seminars, which help people understand the financial planning process. He graduated from South Dakota State University in Brookings, South Dakota, where he earned a Bachelor of Arts Degree in Business Economics with a specialization in International Business.
Dan is also the co-author of Grief Odyssey: The Life-Changing Experiences of Two Widowers with Children. Unlike many books on terminal illness, Grief Odyssey is written for the surviving spouse rather than the one facing death. Dan and his co-author, Douglas O'Neill, share their personal journeys, from the fateful diagnosis of cancer to the long years of emotional recovery, and offer wisdom on preparing for a spouse's death, adjusting to being a single parent, and eventually finding healing. The book not only is written for the surviving spouse but also for the families and friends who are also dealing with this life-challenge. Dan consults and advises many widowers, widows, their families, and friends on financial issues such as how to avoid potential pitfalls of others taking advantage of their inheritance or settlements. Please refer to the News and Education section of the website, Recent News and Special Features section, if you are interested in purchasing Grief Odyssey.
Dan lives with his wife, Patty, in Morrison, Colorado. Dan and Patty have three children: Alisha and husband Dave, Brett and wife Jen, and Danielle, as well as six grandchildren: Jaelyn, Grace, Adison, Tavin, Blake and Kendal.
Daniel Gilbertson is proud to have been recognized as a Leaders Level advisor each year since 2014 -a distinction based on annual production attained by just 10 percent of advisors affiliated with Commonwealth Financial Network.
Dan Gilbertson is the Vice President and Financial Advisor with Summit Wealth Group and manages the Lakewood, Colo. branch. Drawing from his background of over 22 years in the financial industry, Dan enjoys meeting with people of all walks and phases of life. More specifically, Dan consults many widows, widowers, federal government employees and retirees on financial matters. Along with his team, Dan also works with small business owners and individuals regarding long-term financial planning.
Dan has been recognized by Forbes on its Best-In-State Wealth Advisors list in the state of Colorado for each of the past 4 years.
Darby joined Summit Wealth Group in May of 2019, as a Registered Financial Assistant in the Scottsdale office. She began her career in the financial industry in 2010 as an Associate Financial Representative at Northwestern Mutual. Along with being FINRA Registered, Darby holds her life / accident / health insurance license and variable contracts licenses.
Darby grew up in the Central Valley of California and loves the heat. Triple-degree summers, burning bare feet on hot cement, and eating melting popsicles are fond childhood memories. She comes from a large family, being the fourth of six kids, and is the proud aunt to 20 nieces and nephews. Darby enjoys spending her free time drawing, oil painting, reading a good mystery/thriller, jigsaw puzzles, and spending time with family and friends.
Dave's main goal is to be a trusted behavioral investment counselor for his clients so that they will feel comfortable delegating the day-to-day management of their investable assets to him. He desires to help them embrace a goal-focused and plan-driven investment strategy exclusively designed for them. As an Investment Adviser Representative of Commonwealth Financial Network®, he wants to:
Help determine an appropriate strategy for investing that helps each client achieve the things in life that he or she desires so that each can experience more true wealth
Encourage clients to delegate the day-to-day management of their investments to him, so they can follow their passions and focus on what's important to them
Track the progress they are making toward their financial goals and update them regularly
Dave and his wife were trained several years ago through Larry Burkett's Christian Financial Concepts (now Crown Financial Ministries) to be family budget and debt counselors. For many years, they did this as an avocation, never taking a dime for their services. Dave developed a heart for helping people get their "financial house" in order and decided to become a full-time investment advisor in 1994. He still has the same motivation today that drew him into financial consulting in the first place: "to help clients experience peace and purpose with their finances." He has expanded his planning process to include True Wealth planning. True Wealth planning builds upon the financial planning model, but it adds one additional critical step-helping you pair your assets with your life's purpose. This may sound like a high and mighty ideal, but this is the additional critical step that is so often missing in financial planning.
Dave has served as both an elder and deacon at his local church in Franklin. His other passions include golf and traveling. He also has some great stories to tell of his younger days as a professional musician, which he would be glad to share with you if you ask. He has performed as a drummer in 26 different countries. Dave lives in Franklin, Tennessee, and has been married to his high school sweetheart for more than 40 years. They have two great kids, a wonderful daughter-in-law, and two granddaughters.
Dave Adams is proud to have been recognized as a Summit Club advisor for 2020-a distinction based on annual production that places him among the top 20 percent of advisors affiliated with Commonwealth Financial Network.
Dave Adams, Dave Noland, CFP®, Ashley Rogers, and Emeline Carson lead the efforts to bring high-level financial planning and customized wealth-building strategies to the Greater Nashville area.
Job Titles:
- Registered Financial Assistant
David has 20 years of experience in the property and casualty business and became a registered representative in 2002 with a large insurance company. After moving to Colorado, he worked for an investment firm in their 401(k) department. Looking for a more client-facing position led him to Summit Wealth Group and Tracy's team. Currently, he is working with Tracy as her Registered Financial Assistant.
David is a native Texan who moved to Colorado to pursue his love of skiing, mountain biking, horseback riding, and fishing. David and his partner Connie love to visit the locally owned restaurants in town and listen to live music whenever they get the chance. When not doing any of the above, David and Connie love spending time with family, especially their seven grandchildren.
Job Titles:
- Vice President
- CFP®, CIMA® Vice President
Prior to joining Summit Wealth Group in July of 2015, David owned and operated David Lee Financial, a wealth management practice that he began in 1985.
David received his bachelor's degree from Florida State University. After professional studies through the College for Financial Planning in Denver, Colorado, he obtained the CERTIFIED FINANCIAL PLANNER TM certification. David later added the Certified Investment Management Analyst SM designation, administered by the Investment Management Consultants Association SM taught in conjunction with The Wharton School, University of Pennsylvania. He is a Registered Representative and Investment Advisor Representative of Commonwealth Financial Network® (a registered broker/dealer, member FINRA/SIPC). David holds the FINRA Series 7 and 63 securities registrations and also life, health and long term care insurance licenses.
David and his wife Sharon have two children and one grandchild, who are all Memphis residents. David and Sharon are long-time members of Calvary Episcopal Church in Memphis. David is active with the Community Foundation of Greater Memphis, including serving on the Grants & Initiatives Committee for the past ten years. David has coached youth soccer for over ten years, and now enjoys coaching his granddaughter's team. He's also a musician - he studied at the Boston Conservatory of Music, and currently plays with a Memphis blues band.
David Lee has been selected by Memphis Magazine as a Five Star Wealth Manager* every year from 2013 to 2020. He was also recognized as a Vista Club-level advisor for 2019-a distinction based on annual production which ranks him as one of Commonwealth Financial Network's most successful advisors.
David merged his practice, David Lee Financial, with Summit Wealth Group in 2015 to expand his reach in serving clients in and around the Greater Memphis area. David specializes in customized financial planning and investment management for individuals, families, and business owners. He enjoys all components of financial planning but specifically loves working with individuals at or nearing retirement.
David has many clients who are employed by major Memphis-based corporations such as FedEx and International Paper. Knowing the intricacies of retirement plans provided by these companies allows David to provide a specialized approach to planning opportunities specific to his clients.
David Lee, CFP®, CIMA®, Vice President and Financial Advisor joined Summit in 2015 and became Summit's 7th branch office location, located in Memphis, TN. David is joined by Financial Advisor, Jamie Cochran, CFP®.
Job Titles:
- Team Support Administrator
Emeline joined Summit in January of 2023 as a Team Support Administrator. She has a Certificate in Commercial Entertainment from Columbia State Community College, with an emphasis in dance. Emeline has taught dance to all ages and different styles for over 10 years. Before joining Summit, most of her professional experience had been client-service-based. Emeline deeply enjoys helping others and providing the best client experience possible.
Outside of Summit, she spends time with her husband, visits family, or grabs brunch with friends. Emeline loves reading, cooking, and staying active.
Job Titles:
- Vice President
- CFP®, AIF
- Financial Advisor for Summit Wealth Group
Gary James is a Financial Advisor for Summit Wealth Group. He manages Summit's Meridian, MS office, serving clients all over the southeastern part of the United States. He also serves as Vice President at Summit.
Gary James' entire career has been devoted to financial planning and management. Upon graduating from Mississippi State University in 1983 with a Bachelor of Professional Accountancy degree, Gary began his professional career working for a CPA firm in Meridian, Mississippi. Based on this experience he later served as a bank auditor and then controller for a regional shopping mall real estate development firm.
During the 1990's Gary worked for James River, now Koch Industries, and Avery Dennison, both Fortune 500 companies. He served in various capacities performing cost analysis for capital projects, plant construction/expansion and product costing. During this period of time he also earned his M.B.A.
Gary began a successful career working with clients in the financial services industry in 2000 to the present day. He attained his CERTIFIED FINANCIAL PLANNER™ certification in 2006 to compliment his skills. He is an Investment Advisor Representative of Commonwealth Financial Network. Gary also holds the Accredited Investment Fiduciary®, (AIF®), designation, which represents a thorough knowledge of and ability to apply fiduciary practices.
Gary has served on various boards and currently serves as a board member for the state of Mississippi Coastal Conservation Association. He is actively involved in his church, Northpointe Presbyterian Church, in Meridian; often teaching primarily adult classes.
Gary is married to his wife, Tina, of 35 years and they have four children: Noah, Jonah Luke, Emma and Isaac. They reside outside Meridian in Collinsville, MS and own a number of dogs and cats.
Gary James is proud to have been recognized as a Vista Club level advisor for 2019-a distinction based on annual production which ranks him in the top 27% of Commonwealth Financial Network's most successful advisors.
Gary James CPA, CFP®, AIF® runs Summit's Meridian, MS branch. Formerly known as Precepts Wealth Management, Gary joined Summit in 2013 and serves clients all over Mississippi and Alabama. He is joined by Financial Advisor, Stewart Crawford, CRPS™.
Job Titles:
- Director of First Impressions
Holly joined Summit Wealth Group in October 2018 as the Director of First Impressions for the Lone Tree office. Holly's prior work experience includes 5 years as an assistant for a private wealth management firm. She enjoys getting to know clients and making them feel welcomed.
As a native of Colorado, Holly enjoys camping, Colorado sunsets, drives through the mountains, her Denver Broncos and time with her two daughters. She also enjoys singing, DIY projects, film and performing arts, art museums, crafting, volunteering and reading.
Job Titles:
- Team Support Administrator
Holly joined Summit Wealth Group in February of 2020. She works for the Meridian Mississippi office as their Director of First Impressions and Team Support Administrative Assistant. Holly holds an Associate of Arts degree in Business from Meridian Community College. She also has a Bachelor of Science degree in Business Administration from Mississippi State University. Holly brings with her over 25 years of office / store management, customer service, accounting and bookkeeping experience from several local small businesses as well as corporate businesses.
Holly lives just outside of Meridian with her two children, Natalie and Nathan. She stays busy as their chauffeur to theatre, archery, and baseball practices. In her free time, she enjoys spending time with her friends, weekend trips out of town, and spending time at the pool or the beach in the summer.
Job Titles:
- Registered Financial Assistant
Jamar joined Summit Wealth Group in April of 2020 as a Registered Financial Associate in the Lakewood office. He is a native of Colorado and attended the University of Colorado in Colorado Springs where he obtained his B.A. in Psychology. He has always had a passion for being of service to others and setting them up for success. During his undergrad, he began his journey in the financial industry when he worked as an intern at T.Rowe Price. Upon his graduation, he was offered a full-time position at T.Rowe Price as a financial service representative. From there he became fully licensed and accepted an investment service role at USAA and worked his way up to become a Financial Advisor.
After spending several years in Colorado Springs, Jamar began to miss family and friends in his hometown of Aurora, Colorado and decided to move back home. After moving, he spent some time working as a stockbroker at Charles Schwab before joining the Summit Wealth Group family. He currently holds his FINRA 6, 63, 65, and 7 licenses as well as his life insurance license.
Jamar enjoys staying active, watching sports, movies, and spending time with his family and friends. He is huge football fan and loves talking about the game with others.
Job Titles:
- CFP® Financial Advisor
- Senior Financial Advisor, Vice President
Jamie joined Summit Wealth group recently after working as a financial advisor at a regional firm over the last decade. His career in the logistics field prior to joining the financial world opened up the opportunity for him to teach and train others. After graduate school, Jamie took this skill and applied it to guiding his clients through their own personal financial plans. Jamie and his team can clarify your options and help you make sound decisions, whether you're retiring, running a business, or just getting started. Jamie also works with many medical professionals and regularly lectures at the Southern College of Optometry and University of Tennessee Health Science Center.
Jamie is a CERTIFIED FINANCIAL PLANNER™ professional and holds his FINRA Series 7, Registered Securities Principal Series 24, and 66 securities license. He also holds licenses for life, health, and long-term care insurance.
Outside of Summit, Jamie serves on the Board of Directors for the Tennessee State Parks Conservancy. He is an outdoor enthusiast, often spending his time at the lake with his family or taking a bike ride out to Shelby Farms on the Greenline. Valentina, Jamie's lovely wife, manages to be an owner of an architecture firm while juggling her husband and daughter's schedules. Jamie is also the assistant to the assistant coach for his daughter's soccer team.
Jamie Cochran, CFP®, Financial Advisor, also serves clients out of our Memphis location. Jamie works closely with David and the Summit team to offer services such as comprehensive financial planning, investment allocation, retirement planning and cash flow strategies for individuals, families, and business owners.
Jamie Cochran is a Memphis native who joined Summit in 2018, and whose industry experience expands well over a decade. Jamie works with individuals and business owners alike and specializes in serving those in the medical and dental community. He loves meeting with folks approaching retirement and designing customized plans to help them achieve the lifestyle they envision for retirement.
Jamie holds the CFP® certification, which is one of the industry's most coveted designations. It means Jamie has not only passed rigorous professional and educational requirements, but he also upholds high standards of excellence, integrity, and professionalism in all of his client relationships.
Job Titles:
- Senior Financial Advisor and Vice President
- Senior Financial Advisor, Vice President
Jason is a Senior Financial Advisor in the Lone Tree, CO office and Vice President of Summit Wealth Group. His work experience has been focused in the financial services industry since 2006. He held positions as a Financial Advisor in both a national firm, as well as an independent Registered Investment Advisor (RIA). Additionally, he participated as the Director of Business development for a private equity firm and an Advisor Relationship Manager for a national custodial institution.
Jason received his Bachelor of Science degree in Economics from Texas A&M University. He holds the FINRA Series 7 and 66 securities registrations and he is a registered representative with Commonwealth Financial Network® (a registered broker/dealer, member FINRA/ SIPC).
Throughout his career Jason has helped young professionals and families establish day-to-day habits and plans that will impact the entirety of their financial future. They are often surprised at his ability to interpret, analyze and translate complex financial concepts in a way that helps them feel comfortable and secure about their finances. By delivering an approachable and comprehensive plan, Jason helps clients clarify the path to their goals. He has assisted mature couples by confirming their diligence and persistence have paid off and they are ready to retire. And he has helped small business owners review their current operations, the impact on their personal standings, and how to take care of themselves, as well as their employees and clients in the long run.
Being an active member of his community is a passion of Jason's, having previously helped establish and coach the Four Corners Rugby Club and San Juan Spartans Rugby Club of Farmington, New Mexico. Additionally, he has been active with Habitat for Humanity, Big Brothers Big Sisters of America and a board member for the Institute for Attachment and Child Development. He is a current member of Sons of Norway. However, Jason primarily focuses on spending time with his wife, Kendra and daughters, Ava and Anya, but also enjoys cooking, playing rugby, snowboarding and taking advantage of his private pilot's license given the opportunity.
Jason takes an all-encompassing approach to wealth management. His passion is in helping individuals, business owners, and dentists in particular understand how to succeed both individually and professionally.
Jason works with business owners of all industries (particularly dentists) with tax planning, practice management and consulting. He is able to offer these services through a personal financial planning and wealth management approach.
Job Titles:
- Operations HR Coordinator
Jennifer joined Summit Wealth Group in February of 2012, as Administrative/Operations Assistant. She graduated from the University of Northern Colorado with a Bachelor's degree in Business Finance and received her Master's degree in Project Management in 2015. Jennifer's career has mostly been working within the credit union environment, where she worked in various areas and developed a passion for customer service. She takes pride working with customers and being able to come up with solutions to meet their needs.
Jennifer is a native of Colorado and loves spending time outdoors, 4-wheeling, hiking and camping. She enjoys photography, hanging out with family and friends, and spoiling her dog, Miles.
Jessica joined Summit Wealth Group in February 2020 and works as a Marketing Assistant supporting the corporate marketing team at Summit. She attended Georgia College & State University, where she obtained a Bachelor of Arts degree in Public Speaking and Speech Communication. After graduating college, she decided to pursue her lifelong dream of living in Colorado by moving to Golden with a friend she met at a YoungLife camp in Canada. Prior to joining Summit, Jessica held a variety of different customer service roles within Wells Fargo, including her favorite role as Work Director for the customer support department of the wire transfer service division. There she was able to demonstrate her passion for customer service by working with clients to solve their wire transfer issues.
Jessica's perfect day outside of work would include snowboarding, followed by grabbing a beer at a local brewery with friends, and then ending the night with a big juicy cheeseburger for dinner! She is a total extrovert, so she is usually most content when she is surrounded by family and friends.
Job Titles:
- Director of First Impressions
Jodi joined Summit Wealth Group in March 2023. She has a Bachelor of Science in Business Administration from East Carolina University in Greenville, North Carolina. She brings more than 15 years of financial-based experience to our team.
Jodi is a native of Ohio and moved to Colorado in 2021 to pursue new opportunities. She loves the Colorado sunrises and sunsets and cannot get enough of the mountain views. Jodi enjoys engaging in various crafts, including painting and drawing. She also enjoys reading, baking, and exploring Colorado, especially the music venues and local restaurants it offers.
Jodi joined Summit Wealth Group in 2019, as a Team Support Administrator. She brings over 20 years of experience in the financial planning industry. Jodi previously worked with Randy Morris at Executive Financial Planning as Client Services Director from 1994 to 2004. After taking some time off to raise her family, she is happy to be teaming up with Randy again! Jodi received her Bachelor of Business Administration, and her Masters of Business Administration from Millsaps College. She enjoys meeting and getting to know our clients. She strives to take care of you and simplify your life.
Jodi and her husband Mike live in Madison, Mississippi. They have three daughters: Mary Daley, Catherine, and Claire. They are active members of Madison United Methodist Church. She enjoys being with her family, traveling, puzzling, reading, and all things SEC football!
Job Titles:
- CFP® Wealth Advisor
- Senior Financial Advisor, Vice President
As a Wealth Advisor, Josh is passionate about simplifying the financial world for his clients and connecting their unique goals and values with a personalized solution. Josh supports clients by leveraging his knowledge and experience to create solutions for tax-friendly retirement distributions, estate planning, charitable giving, and legacy concerns. He is committed to helping educate clients with specific tools they need to ensure their family values are reflected in their finances.
Job Titles:
- Director of Advisor Recruiting & Development
Job Titles:
- Director of First Impressions
Job Titles:
- Vice President
- Vice President and Senior Financial Advisor
Vice President and Senior Financial Advisor, Kurt Whitesell, CFP® leads the Rapid City branch and works with clients on a fee-based basis. As a CERTIFIED FINANCIAL PLANNER TM practitioner, Kurt and his team have a fiduciary standard to act in their clients' best interests. Kurt is backed by a dedicated team of professionals who work cohesively to provide customized financial planning, investment management, retirement planning, and wealth-building strategies for their clients.
Job Titles:
- Team Support Administrator
Lily joined Summit Wealth Group as an intern in May of 2006 and served our office as an Administrative Assistant while finishing her last semester at University of Colorado at Colorado Springs. In 2007, Lily graduated Magna Cum Laude with a Bachelor of Science in Finance. Lily is a Chartered Retirement Planning Counselor (CRPC®) and an Investment Advisor Representative of Commonwealth Financial Network. She holds the FINRA Series 7, 65 and 66 securities registrations.
Job Titles:
- Registered Financial Assistant
Job Titles:
- Financial Advisor
- Chartered Retirement Planning Counselor
Marilyn is a Chartered Retirement Planning Counselor (CRPC®) and Financial Advisor in our Colorado Springs branch. She began her career in the financial services industry in 2007 and joined Summit Wealth Group in 2015. Marilyn is committed to cultivating lasting relationships while supporting and guiding clients throughout their financial journey.
Michael joined Summit Wealth Group after working as a financial advisor at a regional planning firm.
Michael is a problem solver. His clients come from all walks of life, but what they have in common is that they often face complex opportunities and challenges. Michael specializes in finding ways to craft custom solutions to these issues so his clients can experience ultimate confidence in their decision-making.
Michael's focus on helping clients navigate their financial roadmaps through comprehensive financial planning and personalized guidance sets Michael apart. Michael and his team can help you find peace through clarity and help you to make sound financial decisions, whether you're preparing for retirement or just getting started.
Job Titles:
- CERTIFIED FINANCIAL PLANNER
- CFP®, AIF® Senior Financial Advisor
- Senior Financial Advisor
- Wealth Accumulation Specialist
Nate is a CERTIFIED FINANCIAL PLANNER™ Professional (CFP®) and Senior Financial Advisor in our Colorado Springs branch. He's a Colorado Springs native and has been with Summit Wealth Group since 2011. In addition to helping guide countless individuals throughout their financial journeys, Nate enjoys working with local business owners. He also specializes in working with dentists in Colorado Springs who own their own dental practice. Nate takes a personal, yet analytical approach to financial planning.
Job Titles:
- Team Support Administrator
Job Titles:
- Chief Executive Officer
- Financial Advisor
Randy is the Founder and CEO of Summit Wealth Group as well as the senior advisor at our Scottsdale branch. Recognized by Forbes Magazine in each of the past 5 years as one of Arizona's Best-In-State Wealth Advisors, Randy has earned a reputation for excellence in the industry. Randy primarily works with individuals and business owners who are looking for retirement income planning, investment management, tax planning, and holistic financial planning.
Financial Advisor and CEO Randy Morris, CFP®, ChFC®, AIF® along with advisor Scott Marks, CFP®, CRPC®, and the team in Scottsdale serve clients all over the valley in our North Scottsdale branch office location.
Job Titles:
- Advisor
- Vice President
- Advisor, Vice President, and Branch Manager of Our Colorado Springs
Ross is an advisor, Vice President, and branch manager of our Colorado Springs branch. In addition to being a CERTIFIED FINANCIAL PLANNER™ Professional, Ross also possesses a unique designation of Certified Kingdom Advisor (CKA). This earned title takes biblical principles like stewardship, integrity, patience, generosity, and diversification and applies it to financial planning. This allows clients to define what purpose-driven investing looks like to them, and creates a customized plan to go beyond the numbers to achieve financial contentment and pursue meaning in their lives.
Ross has been recognized by Forbes Magazine as one of Colorado's Best-In-State Wealth Advisors in each of the past 4 years.
Job Titles:
- Registered Financial Assistant
Job Titles:
- Advisor
- Financial Advisor
- CFP®, CRPC® Financial Advisor
- Senior Financial Advisor, Vice President
Scott is a Financial Advisor in our Scottsdale office and has been a part of Summit Wealth Group since 2016. Scott serves a wide range of clients, from recent college graduates to retirees. He is particularly passionate about helping individuals and business owners who are in the accumulation phase of their wealth-building journey.
Job Titles:
- Director of First Impressions
Job Titles:
- Activities and Events Planner
Job Titles:
- Financial Advisor
- Financial Advisor for Summit Wealth Group
Starr works directly with clients to increase accessibility and be another point of contact for the Denver clients. Starr is always a phone call away and loves interacting with our clients and adding value to their financial journey!
Job Titles:
- Marketing Account Manager
Job Titles:
- Team Support Administrator
Job Titles:
- Director of First Impressions
Job Titles:
- Director of First Impressions
Job Titles:
- Senior Planning Assistant