Locations

Financial Advisor and CEO Randy Morris, CFP®, ChFC®, AIF® along with advisor Scott Marks, CFP®, CRPC®,  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.

Lacey Jordan, CFP®, ChFC®, and Tracy Thornlow co-manage our Colorado Springs, Old North End branch. Formerly known as Legacy Wealth Planners, Lacey, Tracy, and their team joined Summit in 2023. They serve physicians, small business owners, and individuals.

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

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

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. He is joined by Financial Advisor, Stewart Crawford, CRPS™.

Formerly known as Whitesell Financial Group, Kurt and his team in Rapid City are well regarded in their community and around the country. Kurt is an annual honoree on Forbes' Best-In-State Wealth Advisor list since 2018.

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®.

Dave Adams, Dave Noland, CFP®, Ashley Rogers, and Emeline Carson lead the efforts to bring high-level financial planning and customized wealth-building strategies to the Greater Nashville area.