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2024 Forbes Recognition

At Summit Wealth Group, we take pride in the care and commitment of our advisors, and we’re honored to see their hard work recognized by Forbes. Each year, Forbes highlights top financial professionals across the country, and we’re excited to celebrate our team members who have earned a spot on their prestigious lists. Below, you’ll find the Summit Wealth Group advisors who have been recognized in 2024 for their commitment to helping clients achieve financial success. 

Randy Morris CFP®, ChFC®, AIF® | Chief Executive Officer 

Scottsdale, AZ

Randy is the founder and CEO of Summit Wealth Group and the senior advisor at our Scottsdale branch. Recognized by Forbes Magazine every year since 2018 as one of Arizona's Best-In-State Wealth Advisors, Randy strives to have a reputation of excellence. 

Lacey Jordan, CFP®, ChFC® | Senior Financial Advisor 

Colorado Springs, CO

With a passion for guiding clients toward financial success, Lacey has earned national recognition year after year, for her expertise and dedication. In 2018, she was named to Forbes' Top 1000 Next Generation Wealth Advisors. She continued to gain industry acclaim, being recognized as a 'Top Next Generation Wealth Advisor Best-In-State' in 2019 and 2022. Most recently, she secured a spot on Forbes' 'Top Women Wealth Advisors Best-in-State' list in both 2023 and 2024. 

Scott Marks, CFP®, CRPC® | Senior Financial Advisor, Vice President

Scottsdale, AZ

Dedicated to helping clients navigate their financial journeys with confidence, Scott has been recognized for his guidance and commitment. In 2023, he was honored with the Forbes Top Next-Gen Wealth Advisors Best-in-State award, recognizing his exceptional achievements and contributions as a Financial Advisor. Scott was also named to the Forbes Best-in-State Wealth Advisor list for 2024, further solidifying his reputation as a trusted advisor.  

Josh Jerele, CFP® | Senior Financial Advisor, Vice President

Lakewood, CO 

As a Financial Advisor, Josh is passionate about simplifying the financial world for his clients and connecting their unique goals and values with a personalized solution. It is no surprise to us that in 2024, Josh was named on the Forbes Top Next-Gen Wealth Advisors Best in State list.

Kurt Whitesell, CFP® | Vice President

Rapid City, SD

Kurt takes pride in helping clients navigate their financial lives with clarity and confidence. With over three decades of experience, he’s built lasting relationships by focusing on trust, integrity, and personalized guidance. His dedication has earned him a spot on the Forbes Best-In-State Wealth Advisors list every year since 2018. 


2023- 2024 Forbes Top Next-Gen Wealth Advisors Best-in-State, created by SHOOK Research. Presented in Aug 2024 based on data gathered from March 2023 to March 2024. 4,081 Advisors were considered, 1,621 Advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.

2018 - 2024 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2024 based on data gathered from June 2022 to June 2023. 23,876 were considered, 8,507 advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. For more information, visit  https://tinyurl.com/uvaujs2t.

2018 Forbes Top 1,000 Next-Generation Wealth Advisors, created by SHOOK Research. Presented in July 2018. 5,832 advisors were considered, and 1,000 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisors' future performance. Your experience may vary. Click here for more award information. 

2022, 2019 Forbes Top Next-Gen Wealth Advisors Best in State, created by SHOOK Research. The 2022 award was presented in August 2022 based on data gathered from March 2021 to March 2022. 3,513 Advisors were considered and 1,000 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisors' future performance. Your experience may vary. Click here for more award information. 

2024, 2023 Forbes Top Women Best-In-State Wealth Advisors, created by SHOOK Research. Presented in February 2024 based on data gathered from September 2022 to September 2023. 10,805 advisors were considered, 1,991 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.