Lone Tree, Colorado Branch

Summit Wealth Group's Lone Tree branch opened in 2011 after merging with Cook Financial Associates. This partnership led not only to an additional branch office for Summit Wealth Group but also the formation of Summit Accounting Solutions, a full-service tax and accounting firm, and wholly-owned subsidiary of Summit Wealth Group. Both Summit Wealth Group and Summit Accounting Solutions currently operate out of our Lone Tree location.

Daniel Cook, CFP®, AIF® manages the Lone Tree office in addition to his role as Chief Financial Officer at Summit Wealth Group. Dan is joined by Jason Runung, Financial Advisor, who, 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. Our accounting team is an integral part of the makeup of our Lone Tree branch, offering a full range of accounting and consulting services to business owners.

Advisor Spotlight

Daniel Cook, CFP®, AIF® | Chief Financial Officer

Dan Cook is the Chief Financial Officer, shareholder, and practicing advisor at Summit. Dan is also the founder of Summit Accounting Solutions, Summit's wholly-owned tax and accounting practice. 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.

Learn more about Dan

Jason Runung, CFP® | Financial Advisor

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 cohesively with the team at our tax and accounting practice, Summit Accounting Solutions, to help dentists and business owners with tax planning and preparation, bookkeeping, payroll, practice management and consulting. He is able to offer these services through a personal financial planning and wealth management approach.

Learn more about Jason