The Summit Leadership Team
Nicole Davis, CRPC®
Director of Financial Planning Services
Jason Runung, CFP®
Senior Financial Advisor, Vice President
Nathan M. Archuleta, CFP®, AIF®
Senior Financial Advisor, Vice President
Jamie Cochran, CFP®
Senior Financial Advisor, Vice President
Josh Jerele, CFP®
Senior Financial Advisor, Vice President
Lacey Jordan, CFP®, ChFC®
Senior Financial Advisor, Vice President
Tracy Thornlow
Senior Financial Advisor, Vice President
The Summit Corporate Team
Nicole Davis, CRPC®
Director of Financial Planning Services
Stephanie B. Jones
Head of Advisor Marketing
Financial Planning Team
Arizona | Scottsdale Team
Scott Marks, CFP®, CRPC®
Senior Financial Advisor, Vice President
Darby Christenson, CRPC®
Registered Financial Assistant
Stephanie B. Jones
Head of Advisor Marketing
Colorado | Colorado Springs North Team
Colorado | Colorado Springs Team
Lacey Jordan, CFP®, ChFC®
Senior Financial Advisor, Vice President
Nathan M. Archuleta, CFP®, AIF®
Senior Financial Advisor, Vice President
Colorado | Denver Team
Colorado | Lakewood Team
Mississippi | Ridgeland Team
Mississippi | Meridian Team
South Dakota | Rapid City Team
Tennessee | Memphis Team
Nashville-Brentwood
Tennessee | Nashville-Franklin Team
