What We Offer: A Cup of Coffee and a Second Opinion

The Markets Have Been Wild. Are You Still On Track?

As investors, you are told to expect market turmoil from time to time and that your portfolio could take a hit. You are told to trust the process.

While this can true, looking at the balance in your retirement accounts in times like these can inevitably cause some concern. Some questions might arise:

Is it normal to see this much volatility?
Will I still be able to retire on time?
Are there opportunities in a down market I could be taking advantage of?
How can I be proactive?

In times of market volatility, having an experienced financial advisor to help guide you through the rough waters is imperative. And yet, if you are managing your own investments or have an advisor who is not communicating regularly, it can feel like you are alone on the boat.

We want to help. Here's what we offer:

A cup of coffee and a second opinion.

Schedule a Meeting

A Second Opinion

At Summit Wealth Group, we've seen a lot of difficult markets come and go. And we can certainly empathize with people who find the current market troublesome and disturbing.

By appointment, we invite you to come in for a cup of coffee. We will sit down, and ask you to briefly outline your financial goals, what your investment portfolio is intended to do for you, and review your current investments.

As fiduciaries when providing investment advice, we are legally obligated to provide advice that is in your best interest. If we think your investments are well-suited to meet your long-term goals -- despite all of the market turmoil -- we'll gladly tell you so and send you on your way.

If, on the other hand, we think some of your investments no longer fit with your goals, we'll explain why in plain English. And, if you like, we'll recommend some alternatives.

Either way, the coffee is on us.

Schedule a Meeting

Our Award-Winning Team is Here for You

Rooted in Memphis, our team has served the greater Memphis area for over 30 years. The goal has always been to help our clients achieve financial contentment through increased clarity and better decision making. This is why we have placed an emphasis on custom, fee-based financial planning, so you can receive advice custom-tailored to you.

We know you have many choices when it comes to who will manage your money. At Summit, you are not a number. We take pride on guiding our clients through their specific challenges and opportunities with an emphasis on using your financial plan to bring clarity. That way, it is not us making big decisions for you, it is you making big decisions with greater confidence.

This approach is why Summit Wealth Group has been recognized as leaders in the independent financial advisory space by publications such as Forbes*, Inc Magazine**, and Memphis Magazine***. It is also why David Lee has been the recipient of the 5 Star Wealth Manager award in Memphis every year since 2012.

Alisa Cordova

Corporate Bookkeeper

Alisha Butterfield

Director of Branch Operations

Ami Parra

Director of First Impressions

Amy Carson

Registered Financial Assistant

Angie Lee

Registered Financial Assistant

Ashley Rogers

Client Services Manager

Ava Stott

Investment Team Support

Becky Wells

Financial Assistant

Carmelle Nemechek

Chief Operations Officer

Cassandra Leivas

Director of First Impressions

Char Jones

Client Relations Specialist

Chase Erickson

Financial Planning Assistant

Chelsea Ganey, CFA®

Chief Investment Officer

Christian Whitesell

Wealth Management Assistant

Christopher E. Wells, CFP®

Vice President

Dakota Day, CFP®

Financial Advisor

Daniel Cook, CFP®

Senior Financial Advisor

Darby Christenson, CRPC®

Registered Financial Assistant

David Noland, CFP®

Financial Advisor

David Newby, CFP®, RICP®, CDFA®

Financial Advisor

Eddie Rocha

Financial Planning Assistant

Emeline Carson

Team Support Administrator

Emmy Robertson

Investment Team Support

Gabe Turner

Financial Advisor

Gary W. James, CFP®, CPA

Vice President

Harvey Carlson

Financial Planning Assistant

Holly Myers

Director of First Impressions

Hunter Miles

Financial Assistant

Jamie Cochran, CFP®

Senior Financial Advisor, Vice President

Jason Runung, CFP®

Senior Financial Advisor, Vice President

Jennifer Nevarez

Operations Manager

Jenn Marlowe

Investment Team Support

Jessica Magnuson

Marketing Assistant

Jessica Knox

Content Strategist

Jodi McNeese

Financial Assistant

Jodi Conley

Investment Team Support

Jonathan Oury

Compliance Analyst

Josh Oller, CFP®

Financial Advisor

Josh Jerele, CFP®

Senior Financial Advisor, Vice President

Joshua P. Willink

Director of Marketing

Josie Rush

Director of First Impressions

Kathy Regec

People Relations Coordinator

Kenzie Walsh

Director of First Impressions

Kristin Engel

Financial Assistant

Kurt Whitesell, CFP®

Vice President

Lacey Morrison

Financial Advisor

Lacey Jordan, CFP®, ChFC®

Senior Financial Advisor, Vice President

Larry Conmy, CPA

Director of Finance

LeAnne Heikes

Investment Team Support

Liliya Gubceac, CRPC®

Financial Advisor

Marilyn Eisenhauer, CRPC®

Financial Advisor

Mauricio Alas, CFP®

Financial Advisor

Michael Shelton

Financial Advisor

Michael Comstock, CFP®, AIF®

Head of Family Services | Senior Advisor

Michael Truskowski

Financial Advisor

Milly Chastain

Financial Assistant

Mitchel Tenbarge

Financial Advisor

Mollie Oller

Director of First Impressions

Nathan M. Archuleta, CFP®, AIF®

Senior Financial Advisor, Vice President

Nicole Davis, CRPC®

Director of Financial Planning Services

Nicole Della Russo

Wealth Management Assistant

Pamela Frie

Investment Team Support

Randy Morris, CFP®, ChFC®, AIF®

Chief Executive Officer

Ross Haycock, CFP®, AIF®, CKA®

Vice President

Ryan Wilson

Senior Financial Accountant

Samrawit Belew

Registered Financial Assistant

Sarah Biggerstaff

Client Relationship Specialist

Scott Marks, CFP®, CRPC®

Senior Financial Advisor, Vice President

Scott Wilkinson

Chief Compliance Officer

Seamus O'Brien, CFP®

Head of Advisor Success

Shannon Anderson

Marketing Coordinator

Shayla Johnson

Activities and Events Planner

Starr Paulson

Financial Advisor

Stefan Hackethal, CFP®

Financial Advisor

Stephanie B. Jones

Head of Advisor Marketing

Stewart Crawford, CRPS™

Financial Advisor

Susan Mignella

Investment Team Support

Suzie Whitesell

Client Relations

Tina Silva

Director of First Impressions

Tori Leu

Director of First Impressions

Tracy Thornlow

Senior Financial Advisor, Vice President

Tyler Wright

Investment Team Support

Valorie Havercamp, CFP®

Senior Planning Assistant

Schedule a Meeting

Our "Cup of Coffee and a Second Opinion" meetings are complimentary but do require an appointment. To schedule, please click the "Schedule a Meeting" button below which is a link to our calendar. Select a time that works best for you, and we look forward to meeting you soon!

Schedule a Meeting

*Randy Morris was recognized as a 2022 Forbes Best-In-State Wealth Advisor: This ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Overall, 34,925 advisors were considered, and 6,585 (18.8 percent of candidates) were recognized. This recognition and the due-diligence process conducted are not indicative of the advisor's future performance. Your experience may vary. Winners are organized and ranked by state. Some states may have more advisors than others. You are encouraged to conduct your own research to determine if the advisor is right for you. SHOOK does not receive a fee in exchange for rankings. The full methodology that Forbes developed in partnership with SHOOK Research is available here.

**2019 Inc. Magazine 5000 Fastest Growing Companies: Based upon firm’s revenue growth. Investment performance is not a criterion and this recognition is not indicative of the advisor’s future performance.

***Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 542 Memphis area wealth managers were considered for the award; 42 (8% of candidates) were named 2020 Five Star Wealth Managers (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.