Colorado Springs, Colorado Branch

Summit Wealth Group opened its first branch office in 2002, establishing its headquarters in Colorado Springs, CO. Summit Wealth Group’s original vision and mission to provide our clients with elevated financial planning and tax services remains the same to this day. We are committed to offering clients an expansive array of customized financial strategies, personalized client experience, and consequently freedom to more fully pursue their passions and interests.

Ross Haycock, CFP®, CKA®, Vice President, specializes in retirement and retirement income planning, focusing on pre-retirees, retirees, and those in major life transitions. He is passionate about helping individuals, families, and business owners successfully transition from full-time work to the "work optional" phase of their journey.

Senior Financial Advisor, Tracy Thornlow, takes great joy in fulfilling clients' financial needs and helping families achieve long-term financial fitness. Tracy focuses on teaching and coaching clients in all life stages so that they have the tools and knowledge to take control of their financial future and pave their path to financial freedom.

While located in Colorado Springs, the Summit Wealth Group Colorado Springs branch has clients throughout the whole country and regularly meet with them either in-person if located near the Colorado Springs or Denver offices, or virtually if located outside of the surrounding areas.

Our purpose is to help you pursue a path towards better, more secure future. We'd love to see how we can work with you to help you reach your individual or business goals.

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Advisor Spotlight

Ross Haycock, CFP®, CKA® | Vice President

Ross is an advisor, Vice President, and branch manager of our Colorado Springs branch. In addition to being a CERTIFIED FINANCIAL PLANNER™ Professional, Ross also possesses a unique designation of Certified Kingdom Advisor (CKA). This earned title takes biblical principles like stewardship, integrity, patience, generosity, and diversification and applies it to financial planning. This allows clients to define what purpose-driven investing looks like to them, and creates a customized plan to go beyond the numbers to achieve financial contentment and pursue meaning in their lives.

Ross has been recognized by Forbes Magazine as one of Colorado's Best-In-State Wealth Advisors in 2019-2022 and 2025.

2019 – 2022, 2025 Forbes Best In State Wealth Advisors, created by SHOOK Research. The 2025 award was presented in April 2025 based on data gathered from June 2023 to June 2024. Nearly 45,000 advisors were considered, 9,722 advisors were recognized. No compensation was provided to Shook Research to obtain inclusion on the list, but there is a licensing fee to utilize the Forbes logo in marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, visit https://tinyurl.com/uvaujs2t.

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Tracy Thornlow | Senior Financial Advisor

Tracy is a Senior Financial Advisor in our Colorado Springs branch. She began her career in the financial services industry in 2002 and joined Summit Wealth Group in 2023. Her passion is helping clients achieve their goals, such as educating their children, retiring early, and creating a legacy.

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Dakota Day, CFP®, TPCP® | Senior Financial Advisor

After more than a decade working in finance, Dakota understands that the best financial strategies aren't just about numbers - they're about understanding what matters most to the people behind those numbers.

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