Reach Your Summit Podcast

If this is a priority for you then you’ll want to hear how you can do this in today’s mini-episode. 

Nathan 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. 

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 much risk am I taking in my investment portfolio? How do I properly diversify my investments? How do I reduce my risk? 

These are common questions amongst investors.  In fact, many may not even know how much risk they are taking.   Taking on unintended risk is easy to do when the market is doing well.

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.

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! 

Find out the answer in today’s mini-episode of Reach Your Summit Podcast. 

After graduating from the University of Colorado in 1982 with a degree in business and organizational management, 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! 

The fact that millennials are earning less than their parents did at their age isn’t a secret, but did you know it’s 20% less? Millennials have accrued only half the net worth that their parents had by their age. 

If this concerns you then you’re going to want to hear what you can do to help close that gap.   

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.

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! 

Find out the answer in today’s mini-episode of Reach Your Summit Podcast. 

Host: Christopher E. Wells, CFP®, AIF® | Vice President

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.

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! 

Confusion…. Fear….. Anxiety… 

I am sure you can recall early in the pandemic; all news was bad, and uncertainty was extraordinary. These emotions just scratch the surface of what you may have felt. Did you let your emotions overpower your rational thinking? Did the pandemic teach you anything about investing? If not, this episode will. Peter Essele and Nicole Davis compare the Covid-19 pandemic to others in the past and discuss 3 things that will help you leave your emotions out of investing. 

Hosts: Peter Essele, CFA®, CAIA, CFP®

Peter Essele is the vice president of investment management and research at Commonwealth. With the firm since 2004, he oversees asset allocation, fund selection, and overall management of the firm’s platform, Preferred Portfolio Services® (PPS) Select. Peter earned a BS in economics from Union College. In Addition to numerous FINRA securities registrations, Peter holds the CAIA and CFP® certifications. He also is a CFA® charter holder and member of the Boston Securities Society. 

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! 

If you are new to the home-buying process, you might not be familiar with the term PMI. When you get a mortgage to buy a house, you'll more than likely have to pay for mortgage insurance. PMI, or private mortgage insurance, is a type of mortgage insurance that is required for traditional loan borrowers who make low down payments on their property. Listen to our mini-episode to learn how you can avoid paying this extra expense each month. 

David began working in the financial field in college as a teller for a local credit union. Once he graduated with a BBA in Finance, he began work with Fidelity Investments in their contact center in 2013 where he obtained his FINRA Series 7 and 63 securities licenses. Two years later, David transitioned to the Lone Tree branch of Fidelity where he had the opportunity to help clients face-to-face with nearly all their investment needs. While here, he obtained his Series 66, Life Insurance license, CFP® certification, and CRPC® designation.

David joined Summit in February of 2018 with the purpose of helping clients successfully prepare for retirement, as well as any other financial endeavor they may value. His goal is to accomplish this through careful planning, eliminating financial stress along the way.

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! 

Jamie Cochran shares personal stories of when life flipped his world upside down.

Hosts: Jamie Cochran, CERTIFIED FINANCIAL PLANNER TM, and Financial Advisor, Nicole Davis, Director of Financial Planning Services, and Stephanie Brinkman, Marketing Administrator.

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! 

Why do people fail to reach their financial goals? In this week's mini-episode, Dan Cook based out of our Denver, CO branch shares some specific patterns he's seen over the years and how to avoid them. 

Daniel Cook is one of the founders and serves as CFO of Summit Wealth Group. 

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.

In 2001, a particularly difficult year in the financial industry, Dan was recognized as the Advisor of the Year by his previous broker/dealer for his work in guiding clients through those tough times. Dan is now an Investment Adviser Representative of Commonwealth Financial Network. 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 and is an Accredited Investment Fiduciary® (AIF®).

Daniel Cook is proud to have been recognized as a Winners Circle advisor for 2015—a distinction based on annual production that places him among the top 30 percent of advisors affiliated with Commonwealth Financial Network.

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 dream about having a yard big enough for your dog(s) to run around? 

Hosts Jamie Cochran, CERTIFIED FINANCIAL PLANNER TM and Financial Advisor, Nicole Davis, Director of Financial Planning Services, and Stephanie Brinkman, Marketing Administrator talk about what you need to consider before you can make the “American dream” possible. 

Website | Facebook | LinkedIn | Twitter | YouTube 

(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!