Broker Check

Lone Tree

 

Summit Wealth Group's Lone Tree branch opened in 2011 merging with Cook Financial Associates. Cook Financial Associates, now known as Summit Accounting Solutions, was established in 1989 and is directed by Daniel Cook, Chief Financial Officer of Summit Wealth Group and President of Summit Accounting Solutions.

Through the combination of our wealth management expertise and our tax planning experience, Summit can provide an integrated approach to your financial planning utilizing advanced investment management techniques and tax-saving strategies to help you reach your financial goals. Our small business accounting team can also help with a full range of accounting and business consulting services.

Give us a call today to schedule a free consultation!

Lone Tree - Wealth Management Team

Daniel Cook has worked in the financial services industry since 1983. He is currently Chief Financial Officer of Summit Wealth Group.

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Jason joined Summit Wealth Group in July of 2017, as a Financial Advisor for the Lone Tree office. Prior to Summit Wealth Group, his work experience since 2006 was focused in the financial services industry. Jason held positions as a...

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Starr Nagai

Registered Financial Assistant

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Starr joined Summit Wealth Group in August of 2012. She is a Registered Financial Assistant for the Lone Tree, Colorado office. Starr graduated from Central Washington University with a Bachelor of Science in Information Technology.

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David Amiot, CFP®, CRPC®

Registered Financial Assistant

David began working in the financial field in college as a teller for a local credit union. Once he graduated with a BBA in Finance, he landed a job in the then brand new Fidelity Investments contact center in 2013 where he obtained...

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Jill Geist

DFI/Accounting Administrative Assistant

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Jill joined Summit Wealth Group and Summit Accounting Solutions in January of 2017, as the Director of First Impressions / Accounting Administrative Assistant for the Lone Tree office. She brings over 20 years of experience as an...

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Lone Tree - Tax and Accounting Team

Jason joined Summit Wealth Group in September of 2015. Prior to joining Summit Wealth Group Jason owned and operated Legacy CPA, LLC, a Certified Public Accounting firm, that specialized in coordinating and consulting with businesses,...

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Kristy joined Summit Accounting Solutions in September 2016, as an accounting supervisor. She graduated from Southern Illinois University, Carbondale (Go Salukis!) with a Bachelor’s in Accounting and a Master’s in...

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Katy joined Summit Accounting Solutions in June of 2015. She graduated from Colorado State University in 2010 with a Bachelor of Arts degree.

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Denise joined Summit Accounting Solutions as Customer Relationship Manager, focusing on clients in the dental industry. She has more than 11 years of experience in dental practice management.

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Courtney handles the many, many details of managing payroll for the clients at Summit Accounting Solutions. Her skills at organization and information management make her a natural in the area of processing payroll.

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Laura joined Summit Accounting Solutions in July of 2016. Most recently she maintained the books for a local electrical company and has been working in the accounting field for over ten years. She is excited to expand her knowledge and...

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Daphne joined Summit Accounting Solutions in October of 2012 as a bookkeeper. She worked for small businesses and CPA firms for over 15 years prior to joining Summit Accounting Solutions.

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Felipe joined Summit Accounting Solutions in September of 2015, as a bookkeeper for the Lone Tree office. He graduated from Benedictine University in Lisle, Illinois in 2014 with degree in Accounting and Music Performance. Felipe looks...

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Kailey joined Summit Accounting during the 2017 tax season and is assisting the Lone Tree office as a bookkeeper. She graduated from the Accounting and Business School of the Rockies with a certification as an Accounting Specialist and...

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Rachelle joined Summit Accounting Solutions in December of 2015 as an Administrative Assistant. She graduated from Colorado State University Global (affiliated with CSU, Fort Collins, CO - online studies)with a Bachelor’s Degree in...

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*Tax preparation and accounting services provided by Summit Accounting Solutions are separate and unrelated to Commonwealth.

Contact Us

Our Lone Tree office is located at: 9360 Station Street, Suite 400 | Lone Tree, Colorado 80124

P) 303-688-6499