Scottsdale, Arizona Branch

Summit Wealth Group's Scottsdale office opened in 2014 to serve our many clients across the valley. Our Scottsdale branch has three financial advisors, Randy Morris CFP®, ChFC®, AIF®, Scott Marks, CFP® and Lily Gubceac, CRPC®. Randy also serves as Summit Wealth Group’s CEO.

Our Scottsdale, AZ team regularly sees clients both locally and throughout the country meeting the personal financial planning, retirement planning, and investment management needs of our clients.

Our team in Scottsdale is dedicated to creating an exceptional experience every time you set foot in our office.

Advisor Spotlight

<b>Randy Morris CFP®, ChFC®, AIF® | </b>Chief Executive Officer

Randy Morris CFP®, ChFC®, AIF® | Chief Executive Officer

Randy is the Founder and CEO of Summit Wealth Group as well as the senior advisor at our Scottsdale branch. Recognized by Forbes Magazine in each of the past 5 years as one of Arizona's Best-In-State Wealth Advisors, Randy has earned a reputation for excellence in the industry. Randy primarily works with individuals and business owners who are looking for retirement income planning, investment management, tax planning, and holistic financial planning.

Learn more about Randy

<b>Scott Marks, </b><b>CFP®,</b><b> CRPC® | </b>Financial Advisor

Scott Marks, CFP®, CRPC® | Financial Advisor

Scott is a Financial Advisor in our Scottsdale office and has been a part of Summit Wealth Group since 2016. Scott serves a wide range of clients, from recent college graduates to retirees. He is particularly passionate about helping individuals and business owners who are in the accumulation phase of their wealth-building journey.

Learn more about Scott

<b>Lily Gubceac, </b><b>CRPC® | </b>Service Advisor

Lily Gubceac, CRPC® | Service Advisor

Lily joined Summit Wealth Group as an intern in May of 2006 and served our office as an Administrative Assistant while finishing her last semester at University of Colorado at Colorado Springs. In 2007, Lily graduated Magna Cum Laude with a Bachelor of Science in Finance. Lily is a Chartered Retirement Planning Counselor (CRPC®) and an Investment Advisor Representative of Commonwealth Financial Network. She holds the FINRA Series 7, 65 and 66 securities registrations.

Learn more about Lily

Serving Scottsdale, Greater Phoenix, and Surrounding Areas

If you are located near Scottsdale, we encourage you to stop by our office, located near Raintree and Highway 101, or give us a call to set up a free consultation. Our list of services ranges from retirement planning, college planning, and estate planning, to tax preparation or tax planning, wealth management, investments and small business setups. We'd love to see how we can work together to help you reach your individual or business goals.

In addition to Scottsdale, we also serve Phoenix and surrounding areas including: Tempe, Mesa, Queen Creek, Glendale, Gilbert, Chandler, Desert Ridge, Goodyear, Surprise, Peoria, Paradise Valley, Apache Junction, Buckeye, Carefree, San Tan Valley, Fountain Hills and Sun City.