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.
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.
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.
The Summit Wealth Group Lone Tree, CO branch is managed by Jason Runung, CFP®. Jason is a Senior Financial Advisor & Managing Partner at Summit.
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.
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.
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®.
Do you live somewhere outside of one our branch office locations? No problem, we have clients all over the country!