The Summit Leadership Team
Randy Morris, CFP®, ChFC®, AIF®, WFA®
Chief Executive Officer
Nicole Davis, CRPC®
Director of Financial Planning Services
Jason Runung, CFP®
Senior Financial Advisor, Vice President
Nathan M. Archuleta, CFP®, AIF®
Senior Financial Advisor, Vice President
Jamie Cochran, CFP®
Senior Financial Advisor, Vice President
Josh Jerele, CFP®, WFA®
Senior Financial Advisor, Vice President
Lacey Jordan, CFP®, ChFC®, WFA®
Senior Financial Advisor, Vice President
Tracy Thornlow
Senior Financial Advisor, Vice President
The Summit Corporate Team
Nicole Davis, CRPC®
Director of Financial Planning Services
Stephanie B. Jones
Marketing Coordinator
Financial Planning Team
Nicole Davis, CRPC®
Director of Financial Planning Services
Valorie Havercamp, CFP®, RSSA®, TPCP®
Senior Planning Assistant
Arizona | Scottsdale Team
Randy Morris, CFP®, ChFC®, AIF®, WFA®
Chief Executive Officer
Scott Marks, CFP®, CRPC®, WFA®
Senior Financial Advisor, Vice President
Darby Christenson, CRPC®
Registered Financial Assistant
Stephanie B. Jones
Marketing Coordinator
Colorado | Colorado Springs North Team
Colorado | Colorado Springs Team
Lacey Jordan, CFP®, ChFC®, WFA®
Senior Financial Advisor, Vice President
Nathan M. Archuleta, CFP®, AIF®
Senior Financial Advisor, Vice President
Colorado | Denver Team
Colorado | Lakewood Team
Mississippi | Ridgeland Team
Mississippi | Meridian Team
Oregon | Portland Team
Rachel Gustafson, CFP®, CCPS®
Lead Advisor
Christine Lam, CFP®, ChSNC®
Lead Advisor
Travis Wesley, M.S., CFP®, MPAS™, CRPS™
Lead Advisor
Diana Harrison, CPA, CFP®, CWS®
Practice Consultant
Chris Knupfer
Senior Portfolio Manager
Sarah Siegele, EA, LTC
Tax Practice Lead
Kristin Kralicek
Client Relationship Specialist
Tammy Susnjara
Client Relationship Specialist
Lilly Bargioni
AI Adoption & Advisor Experience Analyst
Carrie Howard
Client Experience Coordinator
South Dakota | Rapid City Team
Tennessee | Memphis Team
Nashville-Brentwood
Michael Comstock, CFP®, AIF®
Head of Family Services | Senior Advisor
Matthew Zaczyk
Associate Financial Advisor, Financial Planning Assistant
