Daniel Cook is one of the founders of Summit Wealth Group and served as the CFO from March 2014 to October 2025.
Through an integrated approach to personal financial planning, business management, and tax reduction strategies, Dan has helped hundreds of clients plan for and retire more comfortably. He has extensive experience working with business owners on tax minimization strategies, helping entrepreneurs achieve their business goals without overlooking personal financial needs, and using pre-tax dollars both for business capitalization and investment goals. Dan also works with business owners who are transitioning their business such that both the buyer and seller benefit.
Dan is now an Investment Adviser Representative. He is a graduate of the College for Financial Planning, attended the Executive MBA program at the University of Denver, and holds a Bachelor of Science in Economics. Along with his prestigious education, Dan has obtained his CERTIFIED FINANCIAL PLANNER® certification.
Dan devotes a significant portion of his time to charitable and philanthropic efforts and has been instrumental in the formation of several civic and nonprofit organizations. He is actively engaged in a number of charitable initiatives at both the local and national levels. Guided by his faith, Dan and his wife, Denise, are deeply involved in their parish community, where he serves as a deacon. They are the proud parents of three children and value time spent together traveling and participating in cycling activities with the Colorado Tandem Club.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.