Summation Wealth Group Employee Directory

Summation Wealth Group corporate office is located in 90 S Cascade Ave Ste 1000A, Colorado Springs, Colorado, 80903, United States and has 1-10 employees.

summation wealth group

Employees by Department

Departments

Number of employees

Finance

Operations

C-Suite

Summation Wealth Group CEO

Russell SchwartzbeckFounder & Chief Executive Officer

Phone

See Profile

Key Employees of Summation Wealth Group

CL
Christine Luby
Chief Operating Officer
PhoneEmail
BL
Brandon LaBell...
Chief Operating Officer
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail

Summation Wealth Group Global Presence

Location	People at location
North America	11-50

Index of contact profiles from Summation Wealth Group

Hundreds of professionals searching for Summation Wealth Group have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

BF
Brittany Faulk
Email Direct
Office Manager
United States , Colorado , Colorado Springs

RS
Russell Schwartzbeck
Email Direct
Founder & Chief Executive Officer
United States , Colorado , Colorado Springs

JL
Jon Lamberson
Email Direct
Wealth Management Associate & Advisor
United States , Colorado , Colorado Springs

JP
Jacob Poston
Email Direct
Strategy Specialist
United States , Colorado , Colorado Springs

MW
Mike Wechter
Email Direct
Partner and Private Wealth Advisor
United States , Colorado , Colorado Springs

GK
Gary Kressner
Email Direct
Operations Assistant
United States , Colorado , Colorado Springs

BB
Brady Brewster
Email Direct
Partner and Private Wealth Advisor
United States , Colorado , Colorado Springs

KP
Katherine Pierce
Email Direct
Private Wealth Service Advisor
United States , Colorado , Colorado Springs

CH
Connor Hmurcik
Email Direct
Client Service Associate
United States , Colorado , Colorado Springs

YR
Yuliya Rivera
Email Direct
Awma Client Service Associate
United States , Colorado , Colorado Springs

BH
Benjamin Hackel
Email Direct
Wealth Management Associate & Advisor
United States , Colorado , Colorado Springs

DB
Dylan Buss
Email Direct
Financial Planning Analyst & Associate
United States , Colorado , Colorado Springs

TS
Tess Steele
Email Direct
Director, Insurance Services
United States , Colorado , Colorado Springs

MC
Michelle Cashman
Email Direct
Financial Planning Assistant
United States , Colorado , Colorado Springs

KM
Karen Mcdonald
Email Direct
Administrative Assistant
United States , Colorado , Colorado Springs

JW
Jordan Walsh
Email Direct
Relationship Manager
United States , Colorado , Colorado Springs

SX
Steven Xiong
Email Direct
Manager, Planning
United States , Colorado , Colorado Springs

KS
Katharina Slegar
Email Direct
Scheduler
United States , Colorado , Colorado Springs

CL
Christine Luby
Email Direct
Chief Operating Officer
United States , Colorado , Colorado Springs

SF
Sonny Flores
Email Direct
Financial Advisor
United States , Colorado , Colorado Springs

JE
Johnathan Easterday
Email Direct
Insurance Operations Associate
United States , Colorado , Colorado Springs

BL
Brandon LaBelle
Email Direct
Chief Operating Officer
United States , Colorado , Colorado Springs

Former Employees at Summation Wealth Group

Explore people who held key positions, contributed to Summation Wealth Group's success, and advanced their careers.

Luke Toews

Director, Family Offic... at Northwestern Mutual

Worked as Director, Financial Planning

at Summation Wealth Group

Direct

Gloria Wong

Investment Operations ... at Northwestern Mutual

Worked as Manager, Investment Operations

at Summation Wealth Group (1970-2025)

Direct

Keith Moeller

Principal at Northwestern Mutual

Worked as Principal

at Summation Wealth Group

Direct

Mask Content

Project Specialist at International Franchis...

Worked as Executive Assistant

at Summation Wealth Group (2023-2024)

Direct

Mask Content

Operations Associate at Northwestern Mutual

Worked as Operations Associate

at Summation Wealth Group

Direct

Mask Content

Manager, Insurance Ope... at Northwestern Mutual

Worked as Manager, Insurance Operations

at Summation Wealth Group

Direct

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Frequently Asked Questions Regarding Summation Wealth Group Employees

How many employees does Summation Wealth Group have?

Summation Wealth Group has 1-10 employees

Who is the CEO of Summation Wealth Group?

Summation Wealth Group’s CEO is Russell Schwartzbeck

Who are Summation Wealth Group key employees?

Some of Summation Wealth Group key employees are Christine Luby, Brandon LaBelle

Where is Summation Wealth Group located?

Summation Wealth Group’s headquarters are located at 90 S Cascade Ave Ste 1000A, Colorado Springs, Colorado, 80903, United States

How do I contact Summation Wealth Group?

Summation Wealth Group Contact Info: Phone number: (719) 578-4010 Website: summationwealthgroup.nm.com

What does Summation Wealth Group do?

Summation Wealth Group provides values-driven financial planning services tailored for business owners, capital stewards, and influential women. The firm emphasizes building strong relationships with clients to understand their ambitions and create comprehensive wealth management plans. Their offerings include investment strategies, multi-family of... Read More

Is Summation Wealth Group a public company?

Summation Wealth Group is private company therefore does not currently have an official ticker symbol

See more information about Summation Wealth Group Employees