Summit Wealth Group's Denver branch opened in 2011 after merging with Cook Financial Associates. This partnership led to an additional branch office for Summit and a stronger presence in the Greater-Denver area.
Jason Runung, CFP®, Senior Financial Advisor and Vice President of Summit Wealth Group, manages the Denver office and is joined by Dan Cook, CFP® who serves as Summit's Chief Financial Officer. Jason and Dan, along with support from the team, provide financial planning, advisory, and wealth management services to our clients in the Greater Denver Area.
Through both our wealth management expertise and our tax planning experience, Summit provides an integrated approach to financial planning by utilizing advanced investment management techniques and tax-saving strategies to help clients reach their financial goals.
Jason takes an all-encompassing approach to wealth management. His passion is in helping individuals, business owners, and dentists in particular understand how to succeed both individually and professionally.
Jason works with business owners of all industries (particularly dentists) with tax planning, practice management and consulting. He is able to offer these services through a personal financial planning and wealth management approach.
Dan Cook is the Chief Financial Officer, shareholder, and practicing advisor at Summit. Dan built his career on finding customized financial solutions for business owners, particularly dentists. Dan is dedicated to the service aspect of the business and in finding new and innovative ways to help clients succeed in their businesses.
As a Service Advisor for Summit Wealth Group, Starr adds a valuable component to the client experience at Summit Wealth Group.
Service Advisors work directly with clients alongside the client's lead Financial Advisor to increase accessibility and be another point of contact for the Denver clients. Starr is always a phone call away and loves interacting with our clients and adding value to their financial journey!
Office location: 8400 E Prentice Ave, Suite 1000, Greenwood Village, CO 80111
Chief Financial Officer
Registered Team Support Associate
Director of First Impressions