Broker Check

Arizona | Scottsdale

Advisor and CEO Randy Morris CFP®, ChFC®, AIF® along with Scott Marks, CRPC® and the team in Scottsdale serve clients all over East Valley in our Scottsdale location.

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Colorado | Colorado Springs

Our Colorado Springs branch is Summit's headquarters, and is led by Advisor and Vice President, Ross Haycock, CFP®, AIF®, CKA®. Ross is joined by Nathan Archuleta, CFP®, AIF®, Financial Advisor, along with an entire team of specialists ready to serve Colorado Springs.

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Colorado | Lakewood

Dan Gilbertson, CFP®, CRPC®, AIF®, Financial Advisor and Vice President, leads our Lakewood, CO branch and regularly meets with clients along with Financial Advisor's Emily Biehler, CFP®, AIF® and Nick Rose, CFP®. The Lakewood team has a large support staff as well.

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Colorado | Lone Tree

Dan Cook, CFP®, AIF® serves as Summit's Chief Financial Officer and is also an Advisor who manages the Lone Tree, Colorado branch. He is joined in Lone Tree by Financial Advisor, Jason Runung, and multiple support staff members.

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Mississippi | Madison

Our Madison, MS branch is led by Chris E. Wells, CFP®, AIF®, Advisor and Vice President. Through Summit's partnership with BankFirst, Chris Wells meets with clients at BankFirst's Madison branch.

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Mississippi | Meridian

Gary James CPA, CFP®, AIF® runs Summit's Meridian, MS branch. Formerly known as Precepts Wealth Management, Gary joined Summit in 2013 and serves clients all over Mississippi and Alabama.

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Tennessee | Memphis

David Lee, CFP®, CIMA®, Vice President and Financial Advisor joined Summit in 2015 and became Summit's 7th branch office location, located in Memphis, TN. David is joined by Financial Advisor, Jamie Cochran, CFP®.

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Do you live somewhere outside of one our branch office locations? No problem, we have clients all over the country!

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