Dan Gilbertson is the Vice President and Financial Advisor with Summit Wealth Group and manages the Lakewood, Colo. branch. Drawing from his background of over 22 years in the financial industry, Dan enjoys meeting with people of all walks and phases of life. More specifically, Dan consults many widows, widowers, federal government employees and retirees on financial matters. Along with his team, Dan also works with small business owners and individuals regarding long-term financial planning.

Dan has been recognized by Forbes on its Best-In-State Wealth Advisors list in the state of Colorado for each of the past 4 years.

As a Financial Advisor and CERTIFIED FINANCIAL PLANNER^TM professional, Connor takes a planning-first approach with clients. People who work with Connor often find themselves facing complex financial decisions and need an advisor to help guide them towards the best solution for them. Connor starts by helping people define their destination. Once the financial goals are in place, Connor's passion is coming alongside clients throughout their life journey, keeping them accountable to their plan so they can ultimately experience the "Summit." Whether it is college planning, wealth accumulation strategies, portfolio management, or retirement planning, Connor's ability to relate with his clients while creating customized solutions that provide them with confidence is why he is highly regarded among his clients.