Broker Check
Arizona | Scottsdale

Arizona | Scottsdale

Financial Advisor and CEO Randy Morris, CFP®, ChFC®, AIF® along with advisors Scott Marks, CFP®, CRPC®, Ruth Hernandez and the team in Scottsdale serve clients all over the valley in our North Scottsdale branch office location.

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Colorado | Colorado Springs

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

Colorado | Lakewood

Dan Gilbertson, CFP®, CRPC®, AIF®, Financial Advisor and Vice President, leads our Lakewood, CO branch and serves clients alongside Financial Advisor, David Amiot, CFP®, and a large support staff.

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Colorado | Lone Tree

Colorado | Lone Tree

The Summit Wealth Group Lone Tree, CO branch is managed by Jason Runung, CFP®. Jason is a Senior Financial Advisor & Managing Partner at Summit. 

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Mississippi | Madison

Mississippi | Madison

Our Madison, MS branch is led by Chris Wells, CFP®, AIF®, Financial Advisor and Vice President, and is joined by Financial Advisor Josh Oller as well as a team of dedicated support staff. Through Summit's partnership with BankFirst of Mississippi, Chris and Josh regularly meet with clients at BankFirst's Madison branch office.

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Mississippi | Meridian

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

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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Contact Us

Contact Us

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

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