Summit Wealth Group Employee Directory

Summit Wealth Group corporate office is located in 13710 Struthers Rd Ste 115, Colorado Springs, Colorado, 80921, United States and has 51-200 employees.

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Employees by Department

Departments

Number of employees

Finance

C-Suite

Operations

Sales

Marketing

Human Resources

Summit Wealth Group CEO

C. MorrisChief Executive Officer & President

Phone

See Profile

Key Employees of Summit Wealth Group

Carmelle Nemec...
Chief Operations Officer
PhoneEmail
Joshua Willink
President
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail

Summit Wealth Group Global Presence

Location	People at location
North America	51-200

Index of contact profiles from Summit Wealth Group

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

Contact Name

Contact Info

Job Title

HQ Location

SW
Suzie Whitesell
Email Direct
Client Relations
United States , Colorado , Colorado Springs

TH
Thomas Hartman
Email Direct
Partner
United States , Colorado , Colorado Springs

MT
Mitchel Tenbarge
Email Direct
Financial Advisor
United States , Colorado , Colorado Springs

LC
Lawrence Conmy
Email Direct
Director, Finance
United States , Colorado , Colorado Springs

CG
Chelsea Ganey
Email Direct
Chief Investment Officer
United States , Colorado , Colorado Springs

RH
Ross Haycock
Email Direct
Partner CFP, AIF CKA
United States , Colorado , Colorado Springs

CM
C. Morris
Email Direct
Chief Executive Officer & President
United States , Colorado , Colorado Springs

KR
Katherine Regec
Email Direct
People Relations Coordinator
United States , Colorado , Colorado Springs

AR
Ashley Rogers
Email Direct
Manager, Client Services
United States , Colorado , Colorado Springs

CW
Christopher Wells
Email Direct
Vice President
United States , Colorado , Colorado Springs

SW
Scott Wilkinson
Email Direct
Chief Compliance Officer
United States , Colorado , Colorado Springs

CE
Chase Erickson
Email Direct
Financial Planning Assistant
United States , Colorado , Colorado Springs

DG
Daniel Gilbertson
Email Direct
Vice President
United States , Colorado , Colorado Springs

MO
Mollie Oller
Email Direct
Director of Impressions
United States , Colorado , Colorado Springs

HM
Hunter Miles
Email Direct
Financial Assistant
United States , Colorado , Colorado Springs

Carmelle Nemechek
Email Direct
Chief Operations Officer
United States , Colorado , Colorado Springs

DN
David Newby
Email Direct
Financial Advisor
United States , Colorado , Colorado Springs

JN
Jennifer Nevarez
Email Direct
Manager, Operations
United States , Colorado , Colorado Springs

CC
Camille Chastain
Email Direct
Financial Assistant
United States , Colorado , Colorado Springs

JM
Jessica Magnuson
Email Direct
Marketing Assistant
United States , Colorado , Colorado Springs

JK
Jessica Knox
Email Direct
Marketing Coordinator & Content Strategist
United States , Colorado , Colorado Springs

HC
Harvey Carlson
Email Direct
Financial Planning Assistant
United States , Colorado , Colorado Springs

JW
Jonathan Wardenburg
Email Direct
Owner
United States , Colorado , Colorado Springs

SJ
Shayla Johnson
Email Direct
Activities & Events Planner
United States , Colorado , Colorado Springs

Joshua Willink
Email Direct
President
United States , Colorado , Colorado Springs

12 34

Former Employees at Summit Wealth Group

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

Thomas O'Donnell

Investment Solutions S... at Pinnacle Investment Ma...

Worked as Client Services Associate

at Summit Wealth Group (2022-2023)

Direct

Andrew Schwarz

Financial Analyst at Summit Wealth Group

Worked as Paraplanner Investment Analyst

at Summit Wealth Group (2013-2016)

Direct

Samantha Dykstra

Project Manager at SJA Solutions

Worked as Marketing Contractor

at Summit Wealth Group

Direct

Mask Content

Director, Operations &... at Triumph Capital

Worked as Registered Financial Assistant

at Summit Wealth Group (2020-2024)

Direct

Mask Content

Brokerage Services Reg... at Northwestern Mutual

Worked as Registered Financial Assistant

at Summit Wealth Group (2023-2024)

Direct

Explore More

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Frequently Asked Questions Regarding Summit Wealth Group Employees

How many employees does Summit Wealth Group have?

Summit Wealth Group has 51-200 employees

Who is the CEO of Summit Wealth Group?

Summit Wealth Group’s CEO is C. Morris

Who are Summit Wealth Group key employees?

Some of Summit Wealth Group key employees are Carmelle Nemechek, Joshua Willink

Where is Summit Wealth Group located?

Summit Wealth Group’s headquarters are located at 13710 Struthers Rd Ste 115, Colorado Springs, Colorado, 80921, United States

How do I contact Summit Wealth Group?

Summit Wealth Group Contact Info: Phone number: (719) 633-4033 Website: www.summitwealthgroup.com

What does Summit Wealth Group do?

Founded in 2002, Summit Wealth Group is a financial advisory firm with a focus on financial planning. Summit Wealth Group provides retirement, college, tax, and estate planning as well as investment management, risk management, lifestyle coaching, and business advisory services. Summit Wealth Group is headquartered in Colorado Springs, Colorado.... Read More

Is Summit Wealth Group a public company?

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

See more information about Summit Wealth Group Employees