Reach Your Summit Podcast

David Lee covers financial steps you should take after your spouse passes away. 

Host: David Lee, CFP®, CIMA® | Vice President 
Prior to joining Summit Wealth Group in July of 2015, David owned and operated David Lee Financial, a wealth management practice that he began in 1985.

David received his bachelor’s degree from Florida State University. After professional studies through the College for Financial Planning in Denver, Colorado, he obtained the CERTIFIED FINANCIAL PLANNERTM certification. David later added the Certified Investment Management AnalystSM designation, administered by the Investment Management Consultants AssociationSM taught in conjunction with The Wharton School, University of Pennsylvania. He is a Registered Representative and Investment Advisor Representative of Commonwealth Financial Network® (a registered broker/dealer, member FINRA/SIPC). David holds the FINRA Series 7 and 63 securities registrations and also life, health, and long-term care insurance licenses.

Summit Wealth Group | Facebook | LinkedIn | YouTube | Twitter
(719) 633-4033 | 13710 Struthers Road, Suite 115, Colorado Springs, CO 80921
Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.

Thanks for listening! Make sure to follow us on all the socials at @summitwealthgroup, so you don't miss an episode! 

Do you have a TSP account? Do you know what your investment options are? Listen now.

Host: Scott Marks, CFP®, CRPC® | Financial Advisor

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. When assisting his clients, he prides himself on being accessible, relatable, and transparent. He is particularly adept at helping families establish and pursue their unique financial goals through holistic financial planning.

Scott graduated from Arizona State University with a degree in Supply Chain Management in 2010. Drawn to the finance side of the industry, he began work as a credit analyst in the lending department with Alliance Bank of Arizona.

After four years with the bank, Scott pursued a career as a financial advisor with Merrill Edge. During his time there, Scott provided investment guidance and built effective long-term plans for clients located in all 50 states. He was recognized as a top advisor and attended the Pinnacle Club; a recognition program honoring the top 1% of advisors with the company.

In August of 2016, Scott joined Summit Wealth Group in order to provide a greater scope of wealth management services for clients. Scott is a CERTIFIED FINANCIAL PLANNER™ Professional and a registered representative with Commonwealth Financial Network® (a registered broker/dealer, member FINRA/SIPC).

Summit Wealth Group | Facebook | LinkedIn | YouTube | Twitter 

(719) 633-4033 | 13710 Struthers Road, Suite 115, Colorado Springs, CO 80921
  Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®.

Thanks for listening! Make sure to follow us on all the socials at @summitwealthgroup, so you don't miss an episode! 

What do you plan on retiring to? In this week's mini-episode, Dan Gilbertson from of our Lakewood, CO office shares way you can make your retirement more fulfilling. 

Hot:  Daniel Gilbertson, CFP®, CRPC®, AIF® | Vice President

Dan, Vice-President, has an extensive background in financial planning, insurance counseling, and fee-based asset management. Prior to joining Summit Wealth Group, he was a partner in his own financial planning company and has worked in the financial industry for more than 25 years. Prior to entering the securities industry, he worked for more than 14 years at a medical-surgical division of 3M out of Brookings, South Dakota.

In 2019 and 2020, Dan was named one of Forbes’ Magazine Best-in State Wealth Advisors.* He is a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Retirement Planning Counselor (CRPC®), Accredited Investment Fiduciary® (AIF®) designee, and an Investment Advisor Representative of Commonwealth Financial Network. He holds the Registered Securities Principal Series 24, Series 7, Series 63, and Series 65 registrations. Also, Dan holds separate licenses for Life, Accident, Health, and Long Term Care Insurance.
 

Summit Wealth Group | Facebook | LinkedIn | YouTube | Twitter
(719) 633-4033 | 13710 Struthers Road, Suite 115, Colorado Springs, CO 80921
Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.

Thanks for listening! Make sure to follow us on all the socials at @summitwealthgroup, so you don't miss an episode! 

What type of legacy do you want to leave behind? Jamie Cochran, CFP®, shares how you can figure this out in today’s mini-episode. 

Host: Jamie Cochran, CFP® | Financial Advisor 

Jamie joined Summit Wealth group recently after working as a financial advisor at a regional firm over the last decade. His career in the logistics field prior to joining the financial world opened up the opportunity for him to teach and train others. After graduate school, Jamie took this skill and applied it to guiding his clients through their own personal financial plans. Jamie and his team can clarify your options and help you make sound decisions, whether you’re retiring, running a business, or just getting started. Jamie also works with many medical professionals and regularly lectures at the Southern College of Optometry and the University of Tennessee Health Science Center.

Summit Wealth Group | Facebook | LinkedIn | YouTube | Twitter 

(719) 633-4033 | 13710 Struthers Road, Suite 115, Colorado Springs, CO 80921
  Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.

Thanks for listening! Make sure to follow us on all the socials at @summitwealthgroup, so you don't miss an episode! 

Often, people seek a financial advisor when they run into a sudden windfall, such as an inheritance. In this mini episode, Scott Marks, CFP®, CRPC®  from our Scottsdale office, discusses what you should do if you find yourself in that position. 

Host: Scott Marks, CFP®, CRPC® | Financial Advisor

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. When assisting his clients, he prides himself on being accessible, relatable, and transparent. He is adept at helping families establish and pursue their unique financial goals through holistic financial planning.

Scott graduated from Arizona State University with a degree in Supply Chain Management in 2010. Drawn to the finance side of the industry, he began work as a credit analyst in the lending department with Alliance Bank of Arizona.

After four years with the bank, Scott pursued a career as a financial advisor with Merrill Edge. During his time there, Scott provided investment guidance and built effective long-term plans for clients located in all 50 states. He was recognized as a top advisor and attended the Pinnacle Club; a recognition program honoring the top 1% of advisors with the company.

In August of 2016, Scott joined Summit Wealth Group in order to provide a greater scope of wealth management services for clients. Scott is a CERTIFIED FINANCIAL PLANNER™ Professional and a registered representative with Commonwealth Financial Network® (a registered broker/dealer, member FINRA/SIPC).

Summit Wealth Group | Facebook | LinkedIn | YouTube | Twitter 

(719) 633-4033 | 13710 Struthers Road, Suite 115, Colorado Springs, CO 80921
  Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.

Thanks for listening! Make sure to follow us on all the socials at @summitwealthgroup, so you don't miss an episode! 

If you are near or in retirement, or perhaps you are simply thinking about what your retirement years might one day look like, we invite you to check out this mini episode. Dan Gilbertson, out of our Lakewood, CO office, talks about ways you can find meaning and purpose during your "Golden Years"! 

Hot:  Daniel Gilbertson, CFP®, CRPC®, AIF® | Vice President

Dan, Vice-President, has an extensive background in financial planning, insurance counseling, and fee-based asset management. Before joining Summit Wealth Group, he was a partner in his own financial planning company and has worked in the financial industry for more than 25 years. Before entering the securities industry, he worked for over 14 years at a medical-surgical division of 3M out of Brookings, South Dakota.

In 2019 and 2020, Dan was named one of Forbes’ Magazine Best-in-State Wealth Advisors.* He is a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Retirement Planning Counselor (CRPC®), Accredited Investment Fiduciary® (AIF®) designee, and an Investment Advisor Representative of Commonwealth Financial Network. He holds the Registered Securities Principal Series 24, Series 7, Series 63, and Series 65 registrations. Also, Dan holds separate licenses for Life, Accident, Health, and Long Term Care Insurance.

Summit Wealth Group | Facebook | LinkedIn | YouTube | Twitter 

(719) 633-4033 | 13710 Struthers Road, Suite 115, Colorado Springs, CO 80921
 Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.

Thanks for listening! Make sure to follow us on all the socials at @summitwealthgroup, so you don't miss an episode! 

The 4 steps that Randy Morris covers in this mini episode creates a simple formula for figuring out when you will be able to retire financially. Listen now. 

Host: Randy Morris, CFP®, ChFC®, AIF® | CEO

After graduating from the University of Colorado in 1982 with a business and organizational management degree, he worked in Denver, Colorado, for two years as Vice-President of Executive Economic Services, Inc.

In 1985, Randy founded Executive Financial Planning, Inc. (EFP), one of Mississippi's first financial planning firms. EFP became one of the nation's largest financial planning firms during his tenure as founder and CEO.

In 2002, he created Summit Wealth Group (SWG) out of a desire to provide additional wealth management services for clients. Randy serves as the firm's CEO. Summit Wealth Group currently works with clients in 46 states with client assets under advisement of more than $1 billion as of February 2021.

Summit Wealth Group | Facebook | LinkedIn | YouTube | Twitter 

(719) 633-4033 | 13710 Struthers Road, Suite 115, Colorado Springs, CO 80921
 Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.

Thanks for listening! Make sure to follow us on all the socials at @summitwealthgroup, so you don't miss an episode! 

This episode is different from any other we have published before! Jamie Cochran, CFP®, and Stephanie Brinkman stepped out of their comfort zone to host a live episode while the rest of Summit Wealth Group played a game of Jeopardy. It was recorded during our annual Summer Summit meeting in Denver, CO. Can you guess the correct answers faster? 

Jamie Cochran, CFP® | Financial Advisor 

Jamie joined Summit Wealth group recently after working as a financial advisor at a regional firm over the last decade. His career in the logistics field prior to joining the financial world opened up the opportunity for him to teach and train others. After graduate school, Jamie took this skill and applied it to guiding his clients through their own personal financial plans. Jamie and his team can clarify your options and help you make sound decisions, whether you’re retiring, running a business, or just getting started. Jamie also works with many medical professionals and regularly lectures at the Southern College of Optometry and the University of Tennessee Health Science Center.

Stephanie Brinkman | Marketing Administrator 

Stephanie Brinkman joined Summit Wealth Group as the Marketing Administrator in February of 2021. She has a Bachelor of Science in Marketing with a minor in Graphic Design from Southwest Minnesota State University in Marshall, MN. 
 

Summit Wealth Group | Facebook | LinkedIn | YouTube | Twitter
(719) 633-4033 | 13710 Struthers Road, Suite 115, Colorado Springs, CO 80921
Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.

Thanks for listening! Make sure to follow us on all the socials at @summitwealthgroup, so you don't miss an episode! 

If you’re starting to transition into the retirement phase of your life or simply want to learn more about Social Security. Listen to Scott Marks share some critical points regarding filing for Social Security.

Host: Scott Marks, CFP®, CRPC®| Financial Advisor

 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. When assisting his clients, he prides himself on being accessible, relatable, and transparent. He is particularly adept at helping families establish and pursue their unique financial goals through holistic financial planning.

Scott graduated from Arizona State University with a degree in Supply Chain Management in 2010. Drawn to the finance side of the industry, he began work as a credit analyst in the lending department with Alliance Bank of Arizona.

After four years with the bank, Scott pursued a career as a financial advisor with Merrill Edge. During his time there, Scott provided investment guidance and built effective long-term plans for clients located in all 50 states. He was recognized as a top advisor and attended the Pinnacle Club; a recognition program honoring the top 1% of advisors with the company.

In August of 2016, Scott joined Summit Wealth Group in order to provide a greater scope of wealth management services for clients. Scott is a CERTIFIED FINANCIAL PLANNER™ Professional and a registered representative with Commonwealth Financial Network® (a registered broker/dealer, member FINRA/SIPC).
 
 

Summit Wealth Group | Facebook | LinkedIn | YouTube | Twitter
(719) 633-4033 | 13710 Struthers Road, Suite 115, Colorado Springs, CO 80921
Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.

Thanks for listening! Make sure to follow us on all the socials at @summitwealthgroup, so you don't miss an episode! 

In this week's mini-episode, we conclude our two-week series on common mistakes we see in retirement planning and how to avoid them. Listen now!
 

Host: David Lee, CFP®, CIMA® | Vice President 

Prior to joining Summit Wealth Group in July of 2015, David owned and operated David Lee Financial, a wealth management practice that he began in 1985.

David received his bachelor’s degree from Florida State University. After professional studies through the College for Financial Planning in Denver, Colorado, he obtained the CERTIFIED FINANCIAL PLANNERTM certification. David later added the Certified Investment Management AnalystSM designation, administered by the Investment Management Consultants AssociationSM taught in conjunction with The Wharton School, University of Pennsylvania. He is a Registered Representative and Investment Advisor Representative of Commonwealth Financial Network® (a registered broker/dealer, member FINRA/SIPC). David holds the FINRA Series 7 and 63 securities registrations and also life, health, and long-term care insurance licenses.
 
 

Summit Wealth Group | Facebook | LinkedIn | YouTube | Twitter
(719) 633-4033 | 13710 Struthers Road, Suite 115, Colorado Springs, CO 80921
Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.

Thanks for listening! Make sure to follow us on all the socials at @summitwealthgroup, so you don't miss an episode!