Meet Our Team

Daniel Cook, CFP®, AIF®

Chief Financial Officer

Daniel H. Gilbertson, CFP®, CRPC®, AIF®

Vice-President

Christopher E. Wells, CFP®, AIF®

Vice-President

601-856-7975

Ross Haycock, CFP®, AIF®

Vice-President

David Lee, CFP®, CIMA®

Vice President

Gary W. James, CFP®, AIF®, CPA

Vice President

Jason T. Schneider, CPA, CGMA

Director of Accounting

The Summit Corporate Team

Nicole Davis

Director of Financial Planning Services

720-279-0451

Carmelle Nemechek

Director of Operations | Human Resources

Joshua P. Willink

Director of Marketing

616-566-8509

Keith Florquist

Advisor Development / Recruiting

877-320-0379

Jennifer Nevarez

Operations | HR Coordinator

Mallory Howard

Corporate Marketing Assistant

Britini Langford

Planning & Investment Associate

Kathy Regec

Human Resource Assistant

Yizeth Almemar

Planning & Investment Assistant

Shawn Lowe

Bookkeeper and Payroll Coordinator

Arizona | Scottsdale Team

Randy Morris, CFP®, ChFC®, AIF®

Chief Executive Officer

Phylis S. Bolno, MBA, EA

Financial and Tax Advisor

Gary J. Bolno

Insurance Specialist

Scott Marks, CRPC®

Associate Financial Advisor

602.388.1794

Liliya Gubceac

Registered Financial Assistant

Shayla Carr

Executive Assistant

Sandy McManus

Registered Financial Assistant

Kate Spire

Director of First Impressions

602.388.1794

Marie Barrios

Administrative Assistant

Colorado | Colorado Springs Team

Ross Haycock, CFP®, AIF®

Vice-President

Nathan M. Archuleta, CFP®, AIF®

Senior Advisor

Angie Lee

Registered Financial Assistant

Marilyn Eisenhauer

Registered Financial Assistant

Pamela Frie

Team Support Administrative Assistant

Shannon Anderson

Director of First Impressions

Colorado | Lakewood Team

Daniel H. Gilbertson, CFP®, CRPC®, AIF®

Vice-President

Emily K. Biehler, CFP®, AIF®

Financial Planner

Nicholas Rose

Financial Advisor

Lisa Cannon

Registered Financial Assistant

Alyssa Campfield

Director of First Impressions

Maryam Rawesh

Team Support and Administrative Assistant

Colorado | Lone Tree Team

Daniel Cook, CFP®, AIF®

Chief Financial Officer

Jason Runung

Financial Advisor

Starr Nagai

Registered Financial Assistant

David Amiot, CFP®, CRPC®

Registered Financial Assistant

Jill Geist

DFI/Accounting Administrative Assistant

Mississippi | Madison Team

Christopher E. Wells, CFP®, AIF®

Vice-President

601-856-7975

Becky Wells

Financial Assistant

601-856-7975

Mississippi | Meridian Team

Gary W. James, CFP®, AIF®, CPA

Vice President

Lacey Morrison

Registered Financial Assistant

Brenda Slayton

Financial Assistant

Tina James, CPA

Senior Staff Accountant

Tennessee | Memphis Team

David Lee, CFP®, CIMA®

Vice President

Jamie Cochran, CFP®

Financial Advisor

Tanya Yon

Financial Assistant

Sharon Lee

Director of First Impressions