C. Randal Morris, CFP®, ChFC
Randy Morris' early career helped prepare him as a financial planning pioneer.
After graduating from the University of Colorado in 1982 with a degree in Business and Organizational Management, he worked in Denver, Colorado, for two years as vice president of Executive Economic Services, Inc.
In 1985, Morris founded Executive Financial Planning, Inc. (EFP), one of Mississippi's first financial planning firms. EFP became one of the nation's largest financial planning firms during Morris' tenure as founder and CEO.
In 2002, Morris created Summit Wealth Group (SWG) out of a desire to provide additional wealth management services for clients. He serves as the firm's CEO. SWG currently works with clients in 25 states with assets under advisement of over $125 million.
Morris's peers in the financial planning industry have recognized his accomplishments and skills by electing him as a past president of the Mississippi Chapter of the Financial Planning Association (FPA). Morris is a Chartered Financial Consultant (ChFC-1985), and a Certified Financial Planner™ Practitioner (CFP®-1987). He is also a Registered Representative, an Investment Adviser Representative and a Registered Securities Principal with Commonwealth Financial Network® (a registered broker/dealer, member FINRA/SIPC). Additionally, he has assisted the CFP® Board of Examiners as an exam reviewer.
Morris has served on numerous boards including Barge Timberlands International, Camp Lake Forest, and Southeast Regional Committee for Young Life. He currently serves on the Military Community Youth Ministry (MCYM) board.
Morris lives with his wife Nancy in Eagle, Colorado where they attend Vail Bible Church. They have six children (Joy, Jesse, Hannah, Scott, Randy, and Ryan).
Ross Haycock, CRPC®
Ross, vice president of Summit Wealth Group and Chartered Retirement Plan Counselor (CRPC®) is a 30-year Colorado resident. He joined Summit Wealth Group in May 2003 and became a partner in March 2006. He specializes in retirement and retirement income planning and focuses on working with pre-retirees and retirees. Prior to Summit Wealth Group, Ross spent a decade in the telecommunications industry serving small- to mid-sized businesses as well as Fortune 100 clients. Ross graduated from the University of Northern Colorado with a degree in Business Administration. He is a Registered Representative and Investment Adviser Representative of Commonwealth Financial Network® (a registered broker/dealer, member FINRA/SIPC). He holds FINRA Series 7 and 66 securities registrations and life/health insurance licenses. Ross is an active member in the Colorado Springs/Tri-Lakes community and is involved in coaching youth sports. He currently is a team leader for the Colorado Springs Chamber of Commerce Ambassador program. Ross is also an active member of the Southern Colorado Financial Planning Association. Ross is passionate about helping individuals, families, and business owners successfully transition from their working phase in life to the “work optional” phase of their journey. He thrives on long-term relationships built on trust, integrity, and respect.
Ross, his wife, Kaira, and their three children, Shea, Mason, and Kulia, live in Colorado Springs. The family is active members of a new local church called The Gathering.
Christopher E. Wells, CFP®
Chris, vice president of Summit Wealth Group (SWG), is a CERTIFIED FINANCIAL PLANNER® practitioner. He is a Registered Representative and Investment Advisor Representative of Commonwealth Financial Network® (a registered broker/dealer, member FINRA/SIPC) and holds FINRA Series 7 and 65 securities registrations. He is registered for securities business and licensed for insurance in Mississippi and Colorado. He has completed the College for Financial Planning Certified Financial Planner Professional Education Program.
After a successful career in the health care financing industry as a director of marketing and administrative services, Chris joined Executive Financial Planning (EFP) in Jackson Mississippi in 1999 as an Associate Planner in the planning department. In July 2000, Chris relocated to Colorado Springs, Colorado, to become part of the team at EFP's western branch office. In 2002, SWG was created to provide additional wealth management services for clients. In June, 2006, Chris returned to his native state to open the Madison, Mississippi office of SWG.
Chris graduated from Mississippi State University with a degree in Business Marketing Administration. He also has a Masters of Business Administration from Millsaps College. With his 20-year background in client services and marketing administration, primarily in the health care industry, Chris brings expertise in developing long-term business relationships to SWG, and is committed to providing personally tailored financial and advisory services to individuals. He enjoys working with individuals and small business owners in pursuit of their hopes and dreams.
Chris and his wife, Becky, live in Ridgeland, Mississippi. While living in Colorado Springs, Colorado, they were active members of the First United Methodist Church. Chris served on the Administrative Board and as chairman of the Stewardship Committee. He was an active member of the Financial Planning Association of Colorado Springs, serving as president and as a member of the Board of Directors for five years. Chris and Becky look forward to continuing their active participation in church and civic organizations in Mississippi.
Craig Swan, Investment Adviser Representative of Commonwealth Financial Network
Craig joins Summit Wealth Group with 8 years of experience in the Investment industry.
He is a graduate of Lubbock Christian University with a Bachelor of Science degree in Business Financial Analysis. Craig is an Investment Adviser Representative of Commonwealth Financial Network® (a registered broker/dealer, member FINRA/SIPC) and holds FINRA Series 7, 63 and 66 securities registrations.
Craig strives to demonstrate to his clients the importance of being good stewards with their finances by simplifying the investment process. He has a heart for educating younger clients about the various options available to help grow their wealth while protecting their families. Craig specializes in income distribution planning for retirees with a view to enabling them to live their dreams without financial worries.
He is a member of the “Business Networking in Christ” group. A Christian organization devoted to bringing business professionals together to enhance service to their clients.
Craig & his bride Lisa enjoy spending leisure time camping & hiking in Colorado's beautiful mountains which they love. Other interests include spending time with family & of course cheering on the Denver Broncos. They attend Mountain Springs Church on the East side of Colorado Springs.
|
