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 is one of the founders and serves as CFO of Summit Wealth Group, and is President of Summit Accounting Solutions, a wholly-owned subsidiary.

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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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Alisa Cordova

Corporate Bookkeeper

Alisa joined Summit Wealth Group in January of 2019 as Corporate Accountant/Payroll Coordinator. She has 16 years of previous experience with payroll and accounting. Alisa grew up in Castle Rock CO and graduated from Douglas County...

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Holly Myers

Director of First Impressions

Holly joined Summit Wealth Group in October 2018 as the Director of First Impressions for the Lone Tree office. Holly’s prior work experience includes 5 years as an assistant for a private wealth management firm. She enjoys...

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Lone Tree - Tax and Accounting Team

Jason T. Schneider, CPA, CGMA

President of Summit Accounting Solutions

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Jason joined Summit Accounting Solutions in September of 2015. Prior to joining Summit, 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 McClurken, CPA

Tax and Accounting Manager

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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Alisa Greiner

Bookkeeper

Alisa joined Summit Accounting Solutions in March of 2019 at the Lone Tree, CO office. She graduated from Rutgers University with a Bachelor’s Degree in Mathematics and Economics. Alisa is very excited to be part of the Summit...

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Hannah Bruce

Bookkeeper

Hannah Bruce has been in the accounting industry for over 10 years. In her previous position, she worked as a Bookkeeper for a small accounting firm, providing bookkeeping services for small businesses and community events in her...

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Jill joined Summit Accounting Solutions in January of 2017 and currently serves in the role of Accounting Administrator for Summit's Lone Tree office. 

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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