Summit Wealth Group's Lone Tree branch opened in 2011 after merging with Cook Financial Associates. This partnership led to an additional branch office for Summit and a stronger presence in the Greater-Denver area.
Jason Runung, CFP®, Senior Financial Advisor and Vice President of Summit Wealth Group, manages the Lone Tree office and is joined by Dan Cook, CFP® who serves as Summit's Chief Financial Officer. Jason and Dan, along with support from the team, provide financial planning, advisory, and wealth management services to our clients in Lone Tree.
Through both our wealth management expertise and our tax planning experience, Summit provides an integrated approach to financial planning by utilizing advanced investment management techniques and tax-saving strategies to help clients reach their financial goals.
Dan Cook is the Chief Financial Officer, shareholder, and practicing advisor at Summit. Dan built his career on finding customized financial solutions for business owners, particularly dentists. Dan is dedicated to the service aspect of the business and in finding new and innovative ways to help clients succeed in their businesses.
Jason takes an all-encompassing approach to wealth management. His passion is in helping individuals, business owners, and dentists in particular understand how to succeed both individually and professionally.
Jason works with business owners of all industries (particularly dentists) with tax planning, practice management and consulting. He is able to offer these services through a personal financial planning and wealth management approach.
Office location: 9360 Station Street, Suite 400, Lone Tree, Colorado 80124
Lone Tree - Wealth Management Team
Chief Financial Officer
Registered Financial Assistant
Director of First Impressions
Registered Team Support Associate