Chief Executive Officer
602-388-1794
rmorris@summitwealthgroup.com
Chief Financial Officer
303-688-6499
dcook@summitwealthgroup.com
Vice-President
303-645-4679
dgilbertson@summitwealthgroup.com
Director of Operations | Human Resources
719-633-4033
cnemechek@summitwealthgroup.com
Director of Financial Planning Services
720-279-0451
ndavis@summitwealthgroup.com
Vice President
601-553-3686
gjames@summitwealthgroup.com
901-683-6113
dlee@summitwealthgroup.com
Director of Marketing
jwillink@summitwealthgroup.com
jrunung@summitwealthgroup.com
Advisor Development / Recruiting
877-320-0379
kflorquist@summitwealthgroup.com
Operations | HR Coordinator
jnevarez@summitwealthgroup.com
Human Resource Assistant
kregec@summitwealthgroup.com
Corporate Bookkeeper
Planning Assistant
vhavercamp@summitwealthgroup.com
Planning and Investment Associate
czimmer@summitwealthgroup.com
Executive Assistant | Client Experience Coordinator
sjohnson@summitwealthgroup.com
Financial Planning Assistant
shackethal@summitwealthgroup.com
Marketing Administrator
Financial Advisor
602.388.1794
smarks@summitwealthgroup.com
Service Advisor
lgubceac@summitwealthgroup.com
Registered Financial Assistant
dchristenson@summitwealthgroup.com
Team Support Administrative Assistant
Director of First Impressions
rhaycock@summitwealthgroup.com
Senior Advisor
narchuleta@summitwealthgroup.com
meisenhauer@summitwealthgroup.com
alee@summitwealthgroup.com
pfrie@summitwealthgroup.com
sanderson@summitwealthgroup.com
Wealth Advisor
jjerele@summitwealthgroup.com
janderson@summitwealthgroup.com
lcannon@summitwealthgroup.com
owilson@summitwealthgroup.com
jmagnuson@summitwealthgroup.com
spaulson@summitwealthgroup.com
Registered Team Support Associate
hmyers@summitwealthgroup.com
601-856-7975
cwells@summitwealthgroup.com
joller@summitwealthgroup.com
Financial Assistant
bwells@summitwealthgroup.com
scrawford@summitwealthgroup.com
lmorrison@summitwealthgroup.com
hwilson@summitwealthgroup.com
jcochran@summitwealthgroup.com
Senior Wealth Advisor
615-376-5363
dadams@summitwealthgroup.com
dnoland@summitwealthgroup.com
Client Services Manager
arogers@summitwealthgroup.com