COLORADO SPRINGS, CO BRANCH

Serving Colorado Springs, CO and Surrounding Areas

The Summit Colorado Springs, CO branch, formerly known as Legacy Wealth Planners has been serving clients since 2002 in both the Greater Colorado Springs area and across the country. The Colorado Springs branch specializes in guiding small business owners and local physicians who are looking for clarity in their financial situation. Through our holistic approach to financial planning, we help clients achieve confidence in their decision making, which leads to ultimate financial contentment.

Schedule a Meeting

Advisor Spotlight

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

Lacey is a CERTIFIED FINANCIAL PLANNER™ Professional (CFP®) 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.

Tracy Thornlow | Senior Financial Advisor

Tracy is a Senior Financial Advisor in our Colorado Springs branch. She began her career in the financial services industry in 2002 and joined Summit Wealth Group in 2023. Her passion is helping clients achieve their goals, such as educating their children, retiring early, and creating a legacy.

Colorado Springs

Lacey Jordan, CFP®, ChFC®

Senior Financial Advisor

719-623-3550

ljordan@summitwealthgroup.com

Tracy Thornlow

Senior Financial Advisor

719-623-3550

tthornlow@summitwealthgroup.com

Samrawit Belew

Registered Financial Assistant

719-623-3550

sbelew@summitwealthgroup.com

Tina Silva

Director of First Impressions

719-623-3550

tsilva@summitwealthgroup.com

David Clark

Registered Financial Assistant

Contact Us

Office location: 2510 N. Cascade Avenue, Suite 120, Colorado Springs, CO 80907

Phone: 719-623-3550

Fax: 605-348-0087

Schedule a Meeting

If you are new to Summit Wealth Group, we are confident we can bring contentment to you on your financial journey and confidence in your financial decision-making. Getting started is easy:

Schedule a meeting through the link below
You and a Summit Wealth Group Financial Advisor will meet to discuss your financial situation (complimentary meeting)
If you decide to move forward, we will build a financial plan which will bring clarity and confidence in your financial decision-making.

Schedule a Meeting