C. Randal Morris, CFP®, ChFC, CEO
Randy Morris's 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 client assets of more than $150 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, Southeast Regional Committee for Young Life and Millitary Community Youth Ministries (MCYM). Morris lives with his wife, Nancy, in Scottsdale, Arizona, and Eagle, Colorado. They attend Scottsdale Bible Church and Eagle Bible Church. They have six children: Joy, Jesse, Hannah, Scott, Randy, and Ryan.
Ross Haycock, Vice President, CFP®, CRPC®
Ross, vice president and a Qualified Kingdom AdvisorTM, is a 30-year Colorado resident. He joined Summit Wealth Group in May 2003 and became 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 with Commonwealth Financial Network® (a registered broker/dealer, member FINRA/SIPC). He holds FINRA Series 7 and Series 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 member of the Colorado Springs Chamber of Commerce Ambassador Program. Ross is also a member of the Southern Colorado Financial Planning Association & Paladin Registry. To access his profile click on:
http://www.paladinregistry.com/external/beaninformedinvestor/advisor_profile.php?advisor_id=2993
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 three children, Shea, Mason, and Kulia, live in Colorado Springs. The family is active in a local church called The Gathering.
Christopher E. Wells, Vice President, CFP®, AIF®
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 24, 7, and 65 securities registrations. Chris also holds the Accredited Investment Fiduciary® (AIF®) designation.
Chris joined Executive Financial Planning (EFP), one of Mississippi's first financial planning firms, in 1999 as an Associate Planner. 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. They are active members of St. Matthews United Methodist Church in Ridgeland. Chris serves on the Finance Committee and is chairman of the Stewardship Committee. He is an active member of the Mississippi Chapter of the Financial Planning Association and serves on the Board of Directors.
Craig Swan, Investment Adviser Representative and Wealth Accumulation Specialist
Craig has close to 10 years of experience in the investment industry and has been investing since he was 16 years old.
He is a graduate of Lubbock Christian University, with a BS 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 of their finances by simplifying the investment process. He has a heart for educating clients on how to invest properly. He looks to help clients balance the risk/ reward features of investing and educating them on the various options available to help grow their wealth while protecting their families. Craig specializes in Wealth Accumulation Planning and believes the heart of building wealth begins once a client is out of consumer loan debt (e.g., credit cards, auto loans) and has a solid emergency fund of three to six months built up, or as Dave Ramsey calls being on Baby Step #4 .
He is a member of the Chamber Rising Professionals, Kingdom Advisors, and a recommended advisor with the Paladin Registry. Paladin Registry provides free information services to investors who rely on planners and advisors to help them achieve their financial goals. Below is a link to Craig's profile on Paladin:
http://www.paladinregistry.com/external/beaninformedinvestor/advisor_profile.php?advisor_id=3001
Craig and his bride, Lisa, enjoy spending leisure time camping and hiking in Colorado's beautiful mountains, which they love. Other interests include spending time with family and, of course, cheering on the Denver Broncos. They attend Mountain Springs Church on the east side of Colorado Springs.
Daniel H. Gilbertson, CRPC®, RFC®
Dan has an extensive background in financial planning, insurance counseling, and fee-based asset management. Prior to joining Summit Wealth Group, he was a partner in his own asset management/retail company and has worked in the securities industry for more than 15 years. Prior to entering the securities industry, he worked for more than 14 years at a medical surgical division of 3M out of Brookings, South Dakota.
Dan is a Chartered Retirement Planning Counselor (CRPC), Registered Financial Consultant (RFC), and an Investment Adviser Representative of Commonwealth Financial Network who holds the registered securities principal Series 24, Series 7, Series 63, and Series 65 registrations. He also holds separate Colorado Licenses for Life, Accident, Health, and Long Term Care Insurance. Dan also is an Endorsed Local Provider (ELP) with the Dave Ramsey Show, providing education and guidance in the financial and insurance industry to Dave Ramsey listeners.
A current member of the International Association of Registered Financial Consultants (IARFC) and the Financial Planning Association (FPA), Dan conducts 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 lives with his wife, Patty, in Arvada, Colorado. They are active members of Bethlehem Lutheran Church, where Patty is the accountant for the church and school. Dan and Patty have three children: Alisha and husband Dave, Brett and wife Jen, and Danielle; as well as three grandchildren: Jaelyn, Grace, and Adison.
The five Star indicator used by all advisors on the Paladin Registry is a general indicator of high quality professional service. However, some advisors in the Paladin Registry have more credentials and experience than others. Advisors gain admission to the Registry by submitting information about their education, training and experience. Paladin's evaluation process considers all of these claims but does not verify them independently. Therefore, the investor is left with the ultimate responsibility to investigate and verify the individual advisor's claims.
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