Reach Your Summit Podcast

Compound interest can be a beautiful thing when it’s on your side. Listen to find out how you could buy 2 cars and get 1 FREE. 

Dave's main goal is to be a trusted behavioral investment counselor for his clients so that they will feel comfortable delegating the day-to-day management of their investable assets to him. He desires to help them embrace a goal-focused and plan-driven investment strategy exclusively designed for them. As an Investment Adviser Representative of Commonwealth Financial Network®, he wants to:

• Help determine an appropriate strategy for investing that helps each client achieve the things in life that he or she desires so that each can experience more true wealth
• Encourage clients to delegate the day-to-day management of their investments to him, so they can follow their passions and focus on what's important to them
• Track the progress they are making toward their financial goals and update them regularly

Dave and his wife were trained several years ago through Larry Burkett's Christian Financial Concepts (now Crown Financial Ministries) to be family budget and debt counselors. For many years, they did this as an avocation, never taking a dime for their services. Dave developed a heart for helping people get their "financial house" in order and decided to become a full-time investment advisor in 1994. He still has the same motivation today that drew him into financial consulting in the first place: "to help clients experience peace and purpose with their finances." He has expanded his planning process to include True Wealth planning. True Wealth planning builds upon the financial planning model, but it adds one additional critical step—helping you pair your assets with your life's purpose. This may sound like a high and mighty ideal, but this is the additional critical step that is so often missing in financial planning.

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! 

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

Financial planning can be a very complex subject and even overwhelming at times. Listen to find out how implementing this 3-bucket approach can simplify things for you.
 
3-Bucket Approach Mural: Click Here 

Hosts:
Dave Adams | Senior Wealth Advisor 

Dave's main goal is to be a trusted behavioral investment counselor for his clients so that they will feel comfortable delegating the day-to-day management of their investable assets to him. He desires to help them embrace a goal-focused and plan-driven investment strategy exclusively designed for them. As an Investment Adviser Representative of Commonwealth Financial Network®, he wants to:

• Help determine an appropriate strategy for investing that helps each client achieve the things in life that he or she desires so that each can experience more true wealth
• Encourage clients to delegate the day-to-day management of their investments to him, so they can follow their passions and focus on what's important to them
• Track the progress they are making toward their financial goals and update them regularly

Dave and his wife were trained several years ago through Larry Burkett's Christian Financial Concepts (now Crown Financial Ministries) to be family budget and debt counselors. For many years, they did this as an avocation, never taking a dime for their services. Dave developed a heart for helping people get their "financial house" in order and decided to become a full-time investment advisor in 1994. He still has the same motivation today that drew him into financial consulting in the first place: "to help clients experience peace and purpose with their finances." He has expanded his planning process to include True Wealth planning. True Wealth planning builds upon the financial planning model, but it adds one additional critical step—helping you pair your assets with your life's purpose. This may sound like a high and mighty ideal, but this is the additional critical step that is so often missing in financial planning.

 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! 

College costs have increased 169% since 1980,  and this is the first time in over 30 years that college tuition is rising at a slower rate than inflation. Listen for different saving strategies. 

Chris, Vice-President of Summit Wealth Group (SWG), is a CERTIFIED FINANCIAL PLANNER™ practitioner. He is a Registered Representative and Investment Advisor Representative of Commonwealth Financial Network® (a registered broker/dealer, member FINRA/SIPC) and holds FINRA Series 24, 7, and 65 securities registrations. Chris also holds the Accredited Investment Fiduciary®(AIF®) designation. 

Chris joined Executive Financial Planning (EFP), one of Mississippi’s first financial planning firms, in 1999 as an Associate Planner. In July 2000, Chris relocated to Colorado Springs, Colorado, to become part of the team at EFP’s western branch office. In 2002, SWG was created to provide additional wealth management services for clients. In June 2006, Chris returned to his native state to open the Madison, Mississippi office of SWG.

Chris graduated from Mississippi State University with a degree in Business Marketing Administration. He also has a Masters of Business Administration from Millsaps College. With his 20-year background in client services and marketing administration, primarily in the health care industry, Chris brings knowledge in developing long-term business relationships to SWG and is committed to providing personally tailored financial and advisory services to individuals. He enjoys working with individuals and small business owners in pursuit of their hopes and dreams.

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! 

We have 3 tips on how to handle the stress when it comes to being a part of the sandwich generation.  

Hosts: 
Nathan M. Archuleta, CFP®, AIF® is passionate about serving individuals, families, and business owners and feels called to lead clients towards achieving long-term financial fitness and contentment.

Nathan is a graduate of the University of Colorado at Boulder where he earned a Bachelor’s degree in Economics and he has also obtained a Master’s Certificate from the College for Financial Planning. Nathan's background and understanding of Economics, along with a comprehensive approach to financial planning helps connect the developments in the world around us with concerns clients may have about their investments and life goals. This insight helps to maintain perspective around long-term goals and the importance of creating a plan and sticking to the strategy.

Nathan is a CERTIFIED FINANCIAL PLANNER™ professional, an Accredited Investment Fiduciary®, and is an Investment Advisor Representative of Commonwealth Financial Network. Nathan is also licensed in life, health, and long-term care insurance. Nathan serves on the board of directors for the Never Alone Foundation, a local non-profit organization supporting families seeking international adoption.

Nicole Davis | Director of Financial Planning Services

 Nicole joined Summit Wealth Group in September of 2010 as a Para-Planner, assisting Daniel Cook with caring for his clients' financial needs. She is now the Director of Financial Planning Services, with over 17 years of experience in the financial industry. Nicole holds the FINRA Series 7 registration through Commonwealth Financial Network and is licensed to assist with life and health insurance, as well as with annuity products. Her passion is to help others reach their goals through comprehensive financial planning.

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! 

We get it, no one has a crystal ball for the stock market but there are things you can do to increase your potential earnings. Listen to what Josh Oller recommends investing in instead of individual stocks. 

Josh Oller joined Summit Wealth Group in July of 2019 working alongside Chris Wells as a financial advisor in Summit's Madison, MS branch office.  Josh completed the CFP® certification in October of 2021. He spends time with Chris in an advisory role and is also part of Summit's financial planning department.

Josh is a graduate of Mississippi State University where he obtained both a Bachelor’s and Master’s degree in Business Administration all while competing for the MSU golf team.  Josh began his career in the banking industry in 2012 and eventually found his niche in the credit department of the bank where he became the VP of Credit Administration.  In this role, Josh was able to learn the many aspects of corporate finance, taxation, and business cash flow. 

Josh later realized that his real passion was working with people.  He wanted a career that helped people reach their goals and is excited to help our team assist clients with navigating the bumpy road to the lifestyle they seek. 

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! 

How’s your March Madness bracket doing? Did your bracket break after one of the upsets or did you beat the odds and pick the underdog to win?  
 

Hosts:

Oliver Wilson | Registered Financial Assistant 

Oliver Wilson, Registered Financial Assistant, joined the Lakewood office in February 2020. He holds the FINRA Series 7 and 63 licenses. Oliver has a B.S. in Sports Administration from Fort Lewis College in Durango, Colorado. Prior to Summit Wealth Group, Oliver had worked at two major brokerage firms in various roles. He started out working as a stockbroker on the phones in contact centers across the Denver Metro and Front Range areas. Most recently he worked in Stock Plan Service where he would work with clients who had equity awards and equity compensation from their company's benefit plan.

 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! 

Do you know what your investment options are for your TSP?

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! 

Do you have a clear understanding of how the invasion of Ukraine is affecting the markets and the economy? Will the markets rebound, and gas prices go back to previous prices once the war is over? Even more importantly what does this geopolitical event mean for you and your investments?  

Hosts: 

 Anu Gaggar, CFA®, FRM® 

Anu Gaggar is a Senior Research Analyst in Investment Management and Research at Commonwealth. With the firm since 2013, she is responsible for evaluating and selecting managers, as well as sharing research, for international and emerging markets asset classes. She earned an MS in finance from Boston College and an MBA in finance from NMIMS in Mumbai. A CFA®, charter holder, Anu also has the Financial Risk Management® (FRM®) designation and the FINRA Series 7 securities registration. 

Nicole Davis | Director of Financial Planning Services

Nicole joined Summit Wealth Group in September of 2010 as a Para-Planner, assisting Daniel Cook with caring for his clients' financial needs. She is now the Director of Financial Planning Services, with over 17 years of experience in the financial industry. Nicole holds the FINRA Series 7 registration through Commonwealth Financial Network and is licensed to assist with life and health insurance, as well as with annuity products. Her passion is to help others reach their goals through comprehensive financial planning.

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 are alternative investments? 

Hosts: 

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 PLANNER TM certification. David later added the Certified Investment Management Analyst SM designation, administered by the Investment Management Consultants Association SM 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.

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 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. This article is intended strictly for educational purposes only and is not a recommendation for or against cryptocurrency.

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