C. Randal Morris, CFP®, ChFC, AIF®
CEO
rmorris@summitwealthgroup.com
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, Randy founded Executive Financial Planning, Inc. (EFP), one of Mississippi's first financial planning firms. During his tenure as founder and CEO, EFP became one of the nation's largest financial planning firms. In 2002, Randy 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 1,100 clients in 34 states and oversees client assets of more than $240 million. Peers in the financial industry have recognized Randy's skills and accomplishments by electing him as a past president of the Mississippi Chapter of the Financial Planning Association (FPA). Randy is a Chartered Financial Consultant (ChFC-1985), and a CERTIFIED FINANCIAL PLANNER™ Practitioner (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. Randy has served on numerous boards, including Barge Timberlands International, Camp Lake Forest Ranch and Southeast Regional Committee for Young Life and Military Community Youth Ministries (MCYM). Randy lives with his wife, Nancy, in Scottsdale, Arizona, and in Eagle, Colorado. They attend Scottsdale Bible Church and Eagle Bible Church. They have six children: Joy, Jesse, Hannah, Scott, Randy, and Ryan.
Ross Haycock, CFP®, CRPC®
Vice-President
rhaycock@summitwealthgroup.com
Please view a brief video from Ross, click here
Ross, Vice-President, is a 35-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 businesses to 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/LTC insurance licenses.
Ross is an active member in the Colorado Springs/Tri-Lakes Community. He is a volunteer High School Wrestling coach. Ross is the Endorsed Local Provider (ELP) for the Dave Ramsey Show, providing financial education and guidance to Dave Ramsey listeners. Ross is a member of Kingdom Advisors and a Qualified Kingdom Advisor™designee. Kingdom Advisors and Commonwealth Financial Network are separate and unrelated entities. He is a current Board Member and Treasurer of Family Life Services, the Southern Colorado Financial Planning Association & is a 5 Star Paladin Registry Advisor. To access his Paladin profile click:
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 the full time 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 two children, Mason, and Kulia, live in Colorado Springs, his oldest daughter Shea attends Ft Lewis College. The family is active in a local church called The Gathering.
Christopher E. Wells, CFP®, AIF®
Vice-President
cwells@summitwealthgroup.com
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.
Daniel H. Gilbertson, CRPC®, RFC®, AIF®
Vice-President
dgilbertson@summitwealthgroup.com
To view a brief video from Dan, please click here
Dan, Vice-President, 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 16 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®), Accredited Investment Fiduciary® (AIF®), and an Investment Adviser 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 Colorado Licenses for Life, Accident, Health, and Long Term Care Insurance. He 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. Dan and Patty have three children: Alisha and husband Dave, Brett and wife Jen, and Danielle, as well as five grandchildren: Jaelyn, Grace, and Adison, Tavin, and Blake.
Daniel Cook, AIF®, CFP®
Vice-President, Treasurer
dcook@summitwealthgroup.com
Daniel Cook has worked in the financial services industry since 1983. He is currently Vice-President and Treasurer of Summit Wealth Group. Prior to joining Summit Wealth Group, Dan owned and operated Cook Financial Associates, a wealth management and tax consulting firm. With the merger, Cook Financial has changed its name to Summit Accounting Soutions, and Dan continues to serve as President of this wholly-owned subsidiary. Dan is also an Investment Adviser Representative of Commonwealth Financial Network.
Summit Accounting Solutions (SAS) specializes in providing business management advice and services to the dental industry. Dan is a recurrring speaker at dental associations and conferences, and SAS is a recognized leader in providing dentists with a competitive advantage through the expertise and innovation offered by SAS.
Dan 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 several investment and insurance licensing registrations. In addition, Dan is an Accredited Investment Fiduciary® (AIF®). Dan has served his community on numerous civic and non-profit boards including the Douglas County DARE Foundation, the Douglas County 4-H Foundation and Rocky Mountain District Kiwanis Foundation. He is a member of the South Metro Denver Economic Development Group and founding member of the Castle Pines Chamber of Commerce. He and his wife Denise are proud parents of three children and active in their parish church. They regularly participate in charity cycling events and enjoy riding and traveling with the Colorado Tandem Club.
Nathan M. Archuleta
Client Relationship Manager
narchuleta@summitwealthgroup.com
Nathan joined Summit Wealth Group in March of 2011. He is a native of Colorado Springs and a graduate of the University of Colorado at Boulder with a Bachelor's degree in Economics. His solid understanding of economics allows him to educate clients and address their underlying questions. Nathan's goal is to help investors maintain perspective around their long-term goals and assist them in understanding the importance of creating a plan toward those goals and sticking with the plan. He holds the FINRA Series 6, 63, 7 and 66 securities registrations. His experience includes working with large employer 401(k) plans, providing investment counseling for individuals in job transition, and writing investment plans for individuals saving, transitioning, and spending in retirement. He brings a wealth of knowledge to investors in the areas of college savings and portfolio allocation.
Passionate about serving clients financial needs and counseling individuals toward achieving long-term financial fitness, Nathan partners with Vice-President Ross Haycock to provide financial education and guidance to listeners of the Dave Ramsey Show under Ross' affiliation as an Endorsed Local Provider (ELP).
Nathan enjoys spending time with his family, who are all local to the Colorado Springs Area. He loves to cook and dedicates his time away from work to playing the guitar and outdoor activities that include snowboarding, rocking climbing and exploring the Colorado Mountains.
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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