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Meet Our Team

The Summit Corporate Team

Nicole Davis

Nicole Davis

Director of Financial Planning Services

720-279-0451

Carmelle Nemechek

Carmelle Nemechek

Director of Operations | Human Resources

719-633-4033

Keith Florquist

Keith Florquist

Advisor Development / Recruiting

877-320-0379

Britini Langford

Britini Langford

Planning & Investment Associate

719-633-4033

Kathy Regec

Kathy Regec

Human Resource Assistant

Yizeth Almemar

Yizeth Almemar

Planning & Investment Assistant

Shawn Lowe

Shawn Lowe

Bookkeeper and Payroll Coordinator

Arizona | Scottsdale Team

Colorado | Lone Tree Team

Tax and Accounting Team

Daniel Cook

Daniel Cook, CFP®, AIF®

Chief Financial Officer

Jason Schneider

Jason T. Schneider, CPA, CGMA

Director of Accounting

Kristy McClurken

Kristy McClurken, CPA

Accounting Supervisor

Tina James, CPA

Tina James, CPA

Senior Staff Accountant

Katy Luedtke

Katy Luedtke, PMP

Accounting Operations Manager

Denise Cook

Denise Cook

Practice Manager

Courtney Everitt

Courtney Everitt

Client Relationship Manager

Laura Carmody

Laura Carmody

Staff Accountant

Douglas Fischer

Douglas Fischer

Staff Accountant