Summit Wealth Group opened its first branch office in 2002, establishing its headquarters in Colorado Springs, Colo. And, 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®, AIF®, 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 Advisor and Wealth Accumulation Specialist, Nathan Archuleta, CFP®, AIF®, takes great joy in fulfilling clients' financial needs and helping families achieve long-term financial fitness. Nathan 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.
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 each of the past 4 years.
Nate is a CERTIFIED FINANCIAL PLANNER™ Professional (CFP®) and Senior Financial Advisor in our Colorado Springs branch. He's a Colorado Springs native and has been with Summit Wealth Group since 2011. In addition to helping guide countless individuals throughout their financial journeys, Nate enjoys working with local business owners. He also specializes in working with dentists in Colorado Springs who own their own dental practice. Nate takes a personal, yet analytical approach to financial planning.
Marilyn is a Chartered Retirement Planning Counselor (CRPC®) and Financial Advisor in our Colorado Springs branch. She began her career in the financial services industry in 2007 and joined Summit Wealth Group in 2015. Marilyn is committed to cultivating lasting relationships while supporting and guiding clients throughout their financial journey.
Office location: 13710 Struthers Road, Suite 115, Colorado Springs, CO 80921
Senior Financial Advisor
Registered Financial Assistant
Team Support Administrator
Director of First Impressions
Team Support Administrative Assistant