Broker Check

Lone Tree

 

Summit Wealth Group's Lone Tree branch opened in 2011 merging with Cook Financial Associates. Cook Financial Associates, now known as Summit Accounting Solutions, was established in 1989 and is directed by Daniel Cook, Chief Financial Officer of Summit Wealth Group and President of Summit Accounting Solutions.

Through the combination of our wealth management expertise and our tax planning experience, Summit can provide an integrated approach to your financial planning utilizing advanced investment management techniques and tax-saving strategies to help you reach your financial goals. Our small business accounting team can also help with a full range of accounting and business consulting services.

Give us a call today to schedule a free consultation!

Lone Tree Team

Daniel Cook has worked in the financial services industry since 1983. He is currently Chief Financial Officer of Summit Wealth Group.

Read more

Jason joined Summit Wealth Group in September of 2015. Prior to joining Summit Wealth Group Jason owned and operated Legacy CPA, LLC, a Certified Public Accounting firm, that specialized in coordinating and consulting with businesses,...

Read more

Jason joined Summit Wealth Group in July of 2017, as a Financial Advisor for the Lone Tree office. Prior to Summit Wealth Group, his work experience since 2006 was focused in the financial services industry. Jason held positions as a...

Read more

Denise joined Summit Accounting Solutions as Customer Relationship Manager, focusing on clients in the dental industry. She has more than 11 years of experience in dental practice management.

Read more

After two years of owning her own CPA firm, specializing in Tax, Bookkeeping, and Payroll services for small businesses, with five years in the public accounting industry, Trisha joined Summit Accounting Solutions in December of 2015....

Read more

Kristy joined Summit Accounting Solutions in September 2016, as an accounting supervisor. She graduated from Southern Illinois University, Carbondale (Go Salukis!) with a Bachelor’s in Accounting and a Master’s in Accounting with a...

Read more

Courtney handles the many, many details of managing payroll for the clients at Summit Accounting Solutions. Her skills at organization and information management make her a natural in the area of processing payroll.

Read more

Nicole Davis

Director of Financial Planning Services

303-688-6499

Nicole joined Summit Wealth Group in September of 2010, as a Para-Planner, assisting Daniel Cook with caring for his clients' financial needs. She has over 7 years of experience in the financial industry.

Read more

Robby joined Summit Wealth Group in October of 2014, as a member of the Planning Team. He graduated from the University of Utah with a degree in Consumer & Community Studies.

Read more

Peggy is Summit Accounting Solutions Senior Accountant and heads up the accounting and income tax services.

Read more

Laura joined Summit Accounting Solutions in July of 2016. Most recently she maintained the books for a local electrical company and has been working in the accounting field for over ten years. She is excited to expand her knowledge and...

Read more

Daphne joined Summit Accounting Solutions in October of 2012 as a bookkeeper. She worked for small businesses and CPA firms for over 15 years prior to joining Summit Accounting Solutions.

Read more

Felipe joined Summit Accounting Solutions in September of 2015, as a bookkeeper for the Lone Tree office. He graduated from Benedictine University in Lisle, Illinois in 2014 with degree in Accounting and Music Performance. Felipe looks...

Read more

Kyle joined Summit Accounting Solutions in January of 2017, as Bookkeeper. He holds a Bachelor of Science in Accounting from Metropolitan State University of Denver, where he served as Treasurer of the Accounting Student Organization...

Read more

Kailey joined Summit Accounting during the 2017 tax season and is assisting the Lone Tree office as a bookkeeper. She graduated from the Accounting and Business School of the Rockies with a certification as an Accounting Specialist and...

Read more

Starr joined Summit Wealth Group in August of 2012. She is an Administrative Assistant for the Lone Tree, Colorado office. Starr graduated from Central Washington University with a Bachelor of Science in Information Technology.

Read more

Katy joined Summit Accounting Solutions in June of 2015. She graduated from Colorado State University in 2010 with a Bachelor of Arts degree.

Read more

Jill Geist

DFI/Accounting Administrative Assistant

303-688-6499

Jill joined Summit Wealth Group and Summit Accounting Solutions in January of 2017, as the Director of First Impressions / Accounting Administrative Assistant for the Lone Tree office. She brings over 20 years of experience as an...

Read more

Rachelle joined Summit Accounting Solutions in December of 2015 as an Administrative Assistant. She graduated from Colorado State University Global (affiliated with CSU, Fort Collins, CO - online studies)with a Bachelor’s Degree in...

Read more

*Tax preparation and accounting services provided by Summit Accounting Solutions are separate and unrelated to Commonwealth.

Contact Us

Our Lone Tree office is located at: 9360 Station Street, Suite 400 | Lone Tree, Colorado 80124

P) 303-688-6499