Broker Check

Colorado Springs | Summit Wealth Group



Summit Wealth Group opened its first branch office in the fall of 2002, establishing its headquarters in Colorado Springs, CO. The corporate office faces the United States Air Force Academy and Pikes Peak, rising majestically at 14,115 feet. It is the highest summit of the southern Front Range of the Rocky Mountains. After having reached the summit of Pikes Peak in 1893, Katharine Lee Bates, poet and educator, was inspired to write the lyrics to "America the Beautiful." 

The initial vision of Summit Wealth Group remains ever before us at the corporate office. We are committed to providing clients with a wider array of customized financial strategies, a superior relational experience and the time to more fully pursue personal passions and interests.

Ross Haycock, Partner and Vice-President, specializes in retirement and retirement income planning; focusing on pre-retirees, retirees, and those in a major life transition. He is passionate about helping individuals, families and business owners successfully transition from full-time work to the "work optional" phase of their journey.

Senior Advisor and Wealth Accumulation Specialist, Nathan Archuleta, is passionate about serving clients' financial needs and helping families achieve long-term financial fitness. Nathan focuses on teaching and coaching clients in all life stages so that they may take control of their financial future and stay on the path to financial freedom.

Our purpose is to help you pursue the path to a better more secure future. We'd love to see how we can come alongside of you to help you reach your individual or business goals. We serve all the surrounding areas of Colorado Springs.

Colorado Springs Team

Ross, Vice President, CFP®, AIF®, is a 40-year Colorado resident. He joined Summit Wealth Group in May 2003 and became a partner...

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Nathan has been a part of Summit Wealth Group since 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.

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Angie Lee

Registered Financial Assistant

719-633-4033

Angie joined Summit Wealth Group in June of 2013, as a Registered Financial Assistant. She brings 13 years of experience in the securities industry, all of it spent at Merrill Lynch.

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Marilyn joined Summit Wealth Group in October of 2015 as a Registered Administrative Assistant. She brings 8 years of experience in the securities industry; with experience working for Edward Jones and Merrill Lynch as a Financial...

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Pamela Frie

Team Support Administrative Assistant

719-633-4033

Pam joined Summit Wealth Group in February of 2017, as a Team Support Administrative Assistant. She brings eleven plus years of experience working as a non-registered rep assistant at Waters/Complo Financial Services. Pam is a native...

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Shannon joined Summit Wealth Group in March of 2017, as the Director of First Impressions for the Colorado Springs Office. She attended Colorado Technical University where she pursued a degree in Criminal justice, with a concentration...

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Contact Us

Our Colorado Springs branch is located at:

13710 Struthers Road, Suite 115
Colorado Springs, CO 80921

P) 719-633-4033