Locations

Arizona | Scottsdale
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.

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.

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

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.

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.

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.

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®.

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