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.

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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...

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

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David began working in the financial field in college as a teller for a local credit union. Once he graduated with a BBA in Finance, he landed a job in the then brand new Fidelity Investments contact center in 2013 where he obtained...

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Jill Geist

DFI/Accounting Administrative Assistant


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...

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*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