Lacey Jordan, CFP®, ChFC® | Senior Financial Advisor
Lacey is a CERTIFIED FINANCIAL PLANNER® and Senior Financial Advisor in our Colorado Springs branch. Lacey has been advising and guiding local physicians, families, and small business owners since 2003. She specializes in working with physicians in Southern Colorado and their practices. Her holistic approach to financial planning helps you answer the questions that keep you up at night.
Nathan M. Archuleta, CFP®, AIF® | VP, Senior Financial Advisor
Nate is a CERTIFIED FINANCIAL PLANNER® and Senior Financial Advisor in our Colorado Springs branch. He's a Colorado Springs native and has been with Summit Wealth Group since 2011. In addition to helping guide countless individuals throughout their financial journeys, Nate enjoys working with local business owners. He also specializes in working with dentists in Colorado Springs who own their own dental practice. Nate takes a personal, yet analytical approach to financial planning.
Marilyn Eisenhauer, CRPC® | Financial Advisor
Marilyn is a Chartered Retirement Planning Counselor (CRPC®) and Financial Advisor in our Colorado Springs branch. She began her career in the financial services industry in 2007 and joined Summit Wealth Group in 2015. Marilyn is committed to cultivating lasting relationships while supporting and guiding clients throughout their financial journey.
Colorado Springs Old North End
Lacey Jordan, CFP®, ChFC®
Senior Financial Advisor, Vice President
Nathan M. Archuleta, CFP®, AIF®
Senior Financial Advisor, Vice President
