Randy Morris CFP®, ChFC®, AIF®Chief Executive Officer
Daniel H. Gilbertson, CFP®, CRPC®, AIF®Vice President
Ross Haycock, CFP®, AIF®, CKA®Vice President
Colorado Springs, CO (Feb 14, 2019)—Summit Wealth Group, an independent financial advisory firm headquartered in Colorado Springs, CO, with branch offices located in 7 states, today announces that 3 of its advisors have been named to Forbes’ Best-in-State Wealth Advisors list for 2019. The list was published on Forbes.com, and a condensed listing is available in the current issue of the magazine.
Randy Morris, CEO (Scottsdale, AZ), Ross Haycock, Vice President (Colorado Springs, CO), and Daniel Gilbertson, Vice President, (Lakewood, CO) were all recognized for their respective states.
Wayne Bloom, CEO of Commonwealth Financial Network®, Summit Wealth Group’s Registered Investment Adviser–broker/dealer, said, “Congratulations to Randy Morris, Dan Gilbertson and Ross Haycock on this well-deserved recognition by Forbes. It is wonderful to see client-centric, independent advisors who are devoted to providing expert financial planning represented on this list. We appreciate the value Randy, Dan and Ross bring to our industry and our community, and we remain committed to providing the infrastructure and support Summit Wealth Group's thriving practice demands.”
For CEO Randy Morris, this is his second straight year making the list. "I am truly grateful and humbled by this recognition and also so pleased to be joined this year by my colleagues, Dan and Ross. To see that 3 Summit advisors have been recognized this year speaks to the growth of our company and the level of commitment that every team member at Summit has in providing an exceptional experience to each of our clients. Thank you to our many clients who we are both humbled to serve and proud to call friends. Our clients are our biggest cheerleaders and it is because of this that we have seen such incredible growth in recent years. I know I speak for Dan and Ross when I say we are proud to accept this recognition from Forbes on behalf of our incredibly hard working staff. This was a team effort."
The 2019 ranking of the Forbes’ Best-in-State Wealth Advisors1 list was developed by SHOOK Research and is based on in-person and telephone due-diligence meetings to evaluate each advisor qualitatively and on a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria (including assets under management and revenue generated for their firms). Overall, 30,000 advisors were considered, and 3,500 (11.6 percent of candidates) were recognized. The full methodology2 that Forbes developed in partnership with SHOOK Research is available here.
1This recognition and the due-diligence process conducted are not indicative of the advisor’s future performance. Your experience may vary. Winners are/will be organized and ranked by state. Some states may have more advisors than others. You are encouraged to conduct your own research to determine if the advisor is right for you.
2Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings.