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Meet Our Team

The Summit Corporate Team

Colorado | Lakewood Team

Oliver Wilson

Oliver Wilson

Registered Financial Assistant

Jessica Magnuson

Jessica Magnuson

Director of First Impressions

Jamar Anderson

Jamar Anderson

Registered Financial Assistant

Connor Zimmer

Connor Zimmer

Planning and Investment Associate

Tax and Accounting Team

Jason Schneider

Jason T. Schneider, CPA, CGMA

President of Summit Accounting Solutions

Daniel Cook

Daniel Cook, CFP®, AIF®

Chief Financial Officer

Kristy McClurken

Kristy McClurken, CPA

Tax and Accounting Manager

Tina James, CPA

Tina James, CPA

Senior Staff Accountant

Denise Cook

Denise Cook

Practice Manager

Katy Luedtke

Katy Luedtke, PMP

Accounting Operations Manager

Courtney Everitt

Courtney Everitt

Client Relationship Manager

Laura Carmody

Laura Carmody

Tax & Accounting Supervisor

Kailey Campbell

Kailey Campbell

Lead Accounting Administrator

Daphne Howard

Daphne Howard

Senior Staff Accountant

Hannah Bruce

Hannah Bruce

Bookkeeper

Brian Murray

Brian Murray

Bookkeeper

Jill Geist

Jill Geist

Accounting Administrator