Scottsdale
Summit Wealth Group's Scottsdale branch opened in the summer of 2014 in the Northeast valley. Our CEO, Randy Morris, works from our Scottsdale branch and regularly sees his Arizona clients at this location.
If you are located anywhere near Scottsdale or the surrounding areas, we would encourage you to give us a call to set up a free consultation. Our list of services range from retirement planning, college planning, estate planning, tax preparation or tax planning, wealth management, investments or small business setup. We'd love to see how we can come alongside of you to help you reach your individual or business goals.
In addition to Scottsdale, we also serve Phoenix and surrounding areas such as 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.
Scottsdale Team
Randy Morris’ early career helped prepare him as a financial planning pioneer. After graduating from the University of Colorado in 1982 with a degree in business and organizational management, he worked in Denver, Colorado.
Phyl has been a tax and accounting specialist for over 35 years and applies this knowledge to her financial planning practice. In 1997, after selling a successful accounting practice in the suburbs of Philadelphia, PA, she moved to...
For the past 30 years, Gary’s passion has been in helping his clients find insurance protection plans that are beneficial and ultimately help them to feel secure and protected. Gary grew up in a family restaurant business and...
Scott truly has a passion for his work. He is willing to go the extra mile to ensure every client is confident with their customized financial plan.
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.
Shayla joined Summit Wealth Group in January 2015. She assists Randy Morris as Executive Assistant in the Scottsdale, Arizona office.
Sandy joined Summit Wealth Group in January 2018. She assists Phyl Bolno MBA EA, Scott Marks, CRPC and Greg Applen, CPA, as a Registered Financial Assistant in the Scottsdale, Arizona office. Sandy started her career as a client...
Kate Spire, Director of First Impressions, joined Summit Wealth Group in October of 2017 at the Scottsdale location. She has almost 30 years of executive-level administration experience.
Marie joined Summit Wealth Group in April of 2018, as a Team Support Administrative Assistant. She brings over 30 years experience in finance and banking industries, as a Client Associate for Merrill Lynch. Her most recent position for...
*Tax preparation and accounting services provided by Summit Accounting Solutions are separate and unrelated to Commonwealth.
Contact Us
Our Scottsdale branch is located at: 14500 N Northsight Blvd Suite 112, Scottsdale, AZ 85260
P) 602-388-1794
F) 480-809-9491