Carmelle joined Summit Wealth Group in October 2009. She brings more than 30 years of financial-based experience to our team and holds the FINRA Series 7 securities registration (through Commonwealth Financial Network). The yellow-brick road leading to Summit Wealth Group includes administrative experience in the Financial Planning arena and Third Party Administration of IRS “Section 125 Flexible Spending Plans”/Employer Sponsored Retirement Plans. She received a BS in Business Administration with an emphasis in accounting from Emporia State University. For the past 11 years, Carmelle has served as Chapter Executive for the Southern Colorado Financial Planning Association. Carmelle believes that an unwavering commitment to customer service and to her work is vital in helping clients and team members achieve their goals.
She is a native of western Kansas and moved to Colorado in 1984. Carmelle and husband Blake have been happily married for 32 years. Throughout the years, they have been blessed with two strong, wonderful boys: Andrew, who graduated from the University of Colorado at Colorado Springs with a Business degree in May of 2014, and Cody, who works as a bartender at Cheyenne Mountain Resort. During her spare time, she enjoys cooking, hanging out at the beach, reading, hiking, and most of all just spending time with her family.