The Summit Leadership Team
The Summit Corporate Team
Arizona | Scottsdale Team
Colorado | Colorado Springs Team
Colorado | Lakewood Team
Colorado | Lone Tree Team
Mississippi | Madison Team
Josh Oller
Financial Planning Services Associate
Mississippi | Meridian Team
Tennessee | Memphis Team
Tax and Accounting Team
Jason T. Schneider, CPA, CGMA
President of Summit Accounting Solutions
Daniel Cook, CFP®, AIF®
Chief Financial Officer
Kristy McClurken, CPA
Tax and Accounting Manager
Greg Applen, CPA
Tax Manager
Tina James, CPA
Senior Staff Accountant
Denise Cook
Practice Manager
Katy Luedtke, PMP
Accounting Operations Manager
Courtney Everitt
Client Relationship Manager
Felipe Rangel
Senior Staff Accountant
Laura Carmody
Senior Staff Accountant
Kailey Campbell
Lead Accounting Administrator
Daphne Howard
Senior Staff Accountant
Hannah Bruce
Bookkeeper
Alisa Greiner
Bookkeeper
Brian Murray
Bookkeeper
Jill Geist
Accounting Administrator