Broker Check


About Summit

How Our Fees Work

Advisors and Accountants Under One Roof

Business Succession Planning

About Summit Accounting Solutions

Financial Advice

Traditional Financial Advisor vs. Financial Advisor With Planning Approach

Why Retirees Should Put More (Not Less) Into the Stock Market

What is a Financial Plan?

Newlywed Tips

How to Have a Savings Mentality

How Much Insurance is Enough?

How to Deal With Market Volatility

Get to Know the Summit Advisors - Rapid Fire Questions

Randy Morris CFP®, ChFC®, AIF® | Scottsdale, AZ

Christopher E. Wells, CFP®, AIF® | Madison, MS

Ross Haycock, CFP®, AIF® | Colorado Springs, CO

Daniel H. Gilbertson, CFP®, CRPC®, AIF® | Lakewood, CO

Gary James CPA, CFP®, AIF® | Meridian, MS

David Lee, CFP®, CIMA® | Memphis, CO

Nathan M. Archuleta, CFP®, AIF® | Colorado Springs, CO

Jason Runung | Lone Tree, CO

Just For Fun

2018 Christmas Lipdub

Summit's New Robo-Advisor

Red Nose Day 2017

Red Nose Day 2016

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