Daniel Cook, CFP®, AIF® | Chief Financial Officer
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.
Jason Runung, CFP® | Senior Financial Advisor and Vice President
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.