Summit Wealth Group

Description

Address: 5401, 205 Billings Farm Rd # 2A, White River Junction, VT 05001 Hours: Closed ⋅ Opens 9AM Wednesday9AM–5PMThursday9AM–5PMFriday9AM–1PMSaturdayClosedSundayClosedMonday9AM–5PMTuesday9AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (802) 295-5300Category: : : : Place name: Website: : : : Website: https://summitwg.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Summit Wealth Group LLC Posting publicly on the Web Write a review Reviews Be the first to review From Summit Wealth Group LLC Unable to add this file. Please check that it is a valid photo. "Summit Wealth Group Creates Peace of Mind by Improving Our Clients Financial Well-Being and Lives through Sustainable Accumulation and Distribution Strategies that Inspire Them to Live Their Best Possible Life."

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Summit Wealth Group Employees

Employee
Years
Job
Industry
Ken Stringer Ken Stringer Madison, Mississippi Details
Ken Stringer's Summit Wealth Group Experience January 2008 - February 2009
Job Experienced Operations Executive
Industry Hospital & Health Care
Experience
Summit Wealth Group   January 2008 - February 2009
Cardiovascular Associates, PA   October 1998 - December 2007
Methodist Medical Center  January 1992 - December 1997
Methodist Healthcare  January 1991 - December 1991

Skills
Public Speaking, Strategic Planning, Healthcare, Customer Service, Microsoft Office, New Business Development, Investments, Nonprofits, Securities, Marketing, Small Business, Microsoft Excel, Social Networking, Coaching

Education
Mississippi College   1981 — 1983
Master of Business Administration (MBA)

Mississippi State University   1972 — 1976
Bachelor of Science (BS), Banking/Finance

Abigail (Abigail Lechthaler) Hurlburt, CFP®, RICP® Abigail (Abigail Lechthaler) Hurlburt, CFP®, RICP® White River Junction, Vermont Details
Abigail (Abigail Lechthaler) Hurlburt, CFP®, RICP®'s Summit Wealth Group Experience September 2013 - Present
Job
Industry Financial Services
Experience
Summit Wealth Group   September 2013 - Present

Skills
Retirement Planning, Strategic Financial..., Long Term Care Insurance, Retirement, Executive Benefit..., Wealth Accumulation, Series 7, Fixed Annuities, Disability Insurance, Mutual Funds, Wealth Management, Investment Strategies, Asset Allocation, Estate Planning, Investment Planning

Education
University of Colorado at Boulder   1990 — 1994
BA

Northfield Mount Hermon   1987 — 1990
HS

Brent Bell, MS PFP Brent Bell, MS PFP United States Details
Brent Bell, MS PFP's Summit Wealth Group Experience June 2012 - August 2012
Job Paraplanner at Leonetti & Associates, LLC
Industry Financial Services
Experience
Leonetti & Associates, LLC   September 2014 - Present
Savant Capital Management  May 2013 - April 2014
Summit Wealth Group   June 2012 - August 2012
Best Buy  July 2008 - November 2011
marcfirst  October 2010 - October 2010
Regional Elite  May 2010 - October 2010
Lindgren, Callihan, Van Osdol & Co., Ltd.   May 2007 - August 2007
Menards  April 2004 - May 2007

Skills
Strategic Financial..., Investments, Financial Advisory, PowerPoint, Financial Analysis, Microsoft Excel, Microsoft Office, Customer Service, Teamwork, Critical Thinking, Time Management, Microsoft Word, Public Speaking, Financial Planners, Management, Retirement Planning, Budgets, Money Guide Pro, Morningstar

Education
Texas Tech University   2011 — 2012
M.S., Personal Financial Planning

Illinois State University   2004 — 2009
B.S, Accounting and Finance

Dianne Reitan, AAMS Dianne Reitan, AAMS Colorado Springs, Colorado Details
Dianne Reitan, AAMS's Summit Wealth Group Experience August 2011 - September 2012
Job Development Manager at Partners In Housing
Industry Nonprofit Organization Management
Experience
Partners In Housing  May 2015 - Present
Diocese of Colorado Springs  October 2012 - May 2015
Summit Wealth Group   August 2011 - September 2012
Alida Connection   November 2010 - April 2011
SmartTracks, Inc   April 2010 - January 2011
Pass It On, Inc.   January 2005 - December 2009
Waddell & Reed  March 2001 - December 2004

Skills
Leadership, Event Planning, Marketing, Fundraising, Stewardship, Public Speaking, Annual Giving, Planned Giving, Training, Nonprofits, Strategic Planning, Marketing Communications, Customer Service, Public Relations, Social Networking, Strategic Financial..., Leadership Development, Event Management, Social Media Marketing, Volunteer Management, Community Outreach, Community Development, Newsletters, Social Media, Business Development, Strategic Communications, Financial Planning, Retirement Planning, Advertising, Organizational..., Non-profit..., Media Relations, Management Consulting, Program Development, Philanthropy, Small Business, Project Planning, Press Releases, Wealth Accumulation, Insurance, Time Management, Proposal Writing, Facebook, Budgets

Education
Leadership Pikes Peak   2008 — 2009

College for Financial Planning   2003 — 2004
Accredit Asset Management Specialist, California

University of Washington   1992 — 1996

Craig Swan,RFC Craig Swan,RFC Colorado Springs, Colorado Area Details
Craig Swan,RFC's Summit Wealth Group Experience January 2008 - May 2010
Job Dave Ramsey Colorado Springs Investing ELP
Industry Financial Services
Experience
Swan Wealth Management   May 2010 - Present
High Plain Helping Hands Food Pantry   March 2010 - Present
Summit Wealth Group   January 2008 - May 2010
Financial Services  January 2000 - May 2008

Skills
Estate Planning, Alternative Investments, Wealth Accumulation, Retirement Planning, Passive Investment, Fee Based, Charitable Giving, Portfolio Management, Financial Services, Mutual Funds, Investment Advisory, Fixed Annuities, Investments, Charities, Retirement, Series 7, Wealth Management, Strategic Financial..., Financial Advisory, Securities, Financial Planners, Asset Allocation, Small Business, Asset Management, Investment Strategies, Finance, 401k, FINRA, Wealth, Personal Finance, Long-term Care, Life Insurance, IRAs, Financial Risk, Disability Insurance, Investment Management, Wealth Management..., Insurance, Series 63, Uniform Combined State...

Education
Lubbock Christian University   1996 — 2000
Bachelor of Science in Financial Analysis, Finance

Derby High School   1992 — 1996

Kelly Sutton Kelly Sutton Greater Denver Area Details
Kelly Sutton's Summit Wealth Group Experience December 2010 - August 2012
Job Financial Services, Marketing & Blogger
Industry Financial Services
Experience
Summit Wealth Group   December 2010 - August 2012
Sutton Platform Innovations   January 2010 - November 2010
Sutton Platform Innovations, LLC   January 2010 - November 2010
AXA Financial Advisors  January 2009 - January 2010
AXA Financial Advisors  June 2007 - December 2008
CCM Futures   May 2004 - August 2004

Skills
Series 7, Series 66, Investments, Strategic Financial..., Asset Managment, Retirement Planning, Insurance, Asset Allocation, Financial Analysis, Financial Modeling, Financial Services, Estate Planning, Life Insurance, Fixed Annuities, Equities, Mutual Funds, Retirement, Wealth Management, Marketing, Securities, Portfolio Management, Finance, Financial Advisory, Small Business, Microsoft Excel, Long-term Care, Risk Management, Social Media, Disability Insurance, Social Media Marketing, Financial Planners, Strategic Planning, Marketing Strategy, PowerPoint, Management, Asset Management, Uniform Combined State..., Investment Strategies, Blogging, Series 63, 401k, CRM

Education
University of Colorado at Boulder - Leeds School of Business   2003 — 2007
Bachelor of Science, Bachelor of Science, Business Administration; Marketing

Summit High School

Kevin Hardegree Kevin Hardegree Lubbock, Texas Details
Kevin Hardegree's Summit Wealth Group Experience January 2013 - March 2013
Job Management
Industry Financial Services
Experience
Rain Maker Irrigation, L.L.P.   April 2013 - Present
Summit Wealth Group   January 2013 - March 2013
PFG Advisors  February 2012 - December 2012
Sugar Brown's Coffee   September 2009 - January 2012
United Supermarkets  April 2005 - December 2008

Skills
Microsoft Office, Great People Skills, E-money, Volunteer Participation, Morningstar, Time Management

Education
Texas Tech University   2006 — 2012
Bachelor of Science (BS), Personal Financial Planning

Texas Tech University   2006 — 2012
Bachelor's Degree, Personal Financial Planning

Carmelle Nemechek Carmelle Nemechek Colorado Springs, Colorado Area Details
Carmelle Nemechek's Summit Wealth Group Experience October 2009 - Present
Job Registered Operations Supervisor
Industry Financial Services
Experience
Summit Wealth Group   October 2009 - Present
Southern Colorado FPA   February 2005 - Present
Wayne Sprenger, CFP®, CLTC   October 2001 - October 2009

Skills
Series 7, Investments, Securities, FINRA

Education
Emporia State University   1982 — 1984
BS, Business Administration

Dodge City Community College   1980 — 1982
AA, Accounting, Business, English

Mallory Howard Mallory Howard Greater Denver Area Details
Mallory Howard's Summit Wealth Group Experience July 2014 - Present
Job Director of First Impressions at Summit Wealth Group
Industry Consumer Services
Experience
Summit Wealth Group   July 2014 - Present
MHdesigns   October 2012 - Present
JJGames.com   November 2012 - July 2014
Starbucks  June 2011 - February 2013
WorldVenture  March 2009 - June 2011
WorldVenture  May 2007 - June 2010
Eddie Bauer  March 2006 - November 2007
Toys R Us  October 2003 - February 2006

Skills
Newsletters, Leadership, Editing, Microsoft Office, Project Coordination, Illustrator, Photoshop, Customer Service, Public Speaking, Social Networking, Fundraising, Event Planning, Wedding Planning, Etiquette, Blogging, Raiser's Edge, Nonprofits, Wedding Coordinating, Theology, Management, Customer Satisfaction, Sales, Teaching, Social Media Marketing

Education
Penn Foster Career School   2012 — 2013
Certification, Wedding Coordination

Colorado Christian University   2004 — 2007
B.A., Global Studies

Daniel Cook, AIF®, CFP® Daniel Cook, AIF®, CFP® Greater Denver Area Details
Daniel Cook, AIF®, CFP®'s Summit Wealth Group Experience 2011 - Present
Job President, Summit Accounting Solutions
Industry Financial Services
Experience
Summit Wealth Group   2011 - Present
Summit Accounting Solutions   1989 - Present
Kiwanis International  2006 - 2008

Skills
Business Consulting, Accounting, Dental Practice..., Strategic Financial..., Financial Planning, Retirement Planning, College Education..., Asset Management, Insurance, Insurance Planning, Estate Planning, Small Business, Tax, Tax Preparation, Customer Service, Financial Services, Strategic Planning, Investments, Investment Advisory, Retirement Savings, Wealth Management, Wealth Accumulation, Wealth Accumulation..., Wealth Preservation..., Securities, Finance, Financial Accounting

Education
College for Financial Planning   1993 — 1995

University of Denver   1986 — 1988
Executive MBA Program

University of Missouri-Columbia   1978 — 1982
Bachelor of Science in Economics

Emily Biehler, CFP®, AIF® Emily Biehler, CFP®, AIF® Lubbock, Texas Details
Emily Biehler, CFP®, AIF®'s Summit Wealth Group Experience January 2013 - Present
Job Financial Planner at Summit Wealth Group
Industry Financial Services
Experience
Summit Wealth Group   January 2013 - Present
PFG Advisors  May 2011 - December 2012
SouthWEST Financial Group, a general agency of Massachusetts Mutual Life Insurance Company   September 2009 - May 2011
City Bank  August 2008 - September 2009

Skills
Customer Service, Retirement Planning, Wealth Management, Financial Accounting, Investments, Strategic Financial..., Estate Planning

Education
Texas Tech University   2010 — 2011
M.S., Personal Financial Planning

Texas Tech University - Rawls College of Business   2006 — 2009
B.B.A., International Business

Nathan Archuleta, AIF® Nathan Archuleta, AIF® Colorado Springs, Colorado Details
Nathan Archuleta, AIF®'s Summit Wealth Group Experience March 2011 - Present
Job Advisor, Wealth Accumulation Specialist at Summit Wealth Group
Industry Financial Services
Experience
Summit Wealth Group   March 2011 - Present
T. Rowe Price Investment Services   2010 - 2011
T. Rowe Price  November 2005 - March 2010

Skills
Series 7, Series 63, Mutual Funds, Investments, 401k, Retirement Planning, Investment Strategies, Asset Allocation, Alternative Investments, Retirement, Wealth Management, Investment Management, Accredited Investment..., Strategic Financial...

Education
College for Financial Planning   2014 — 2016
Certified Fianncial Planner - Certification Professional Education Program, Financial Planning and Services

University of Colorado at Boulder   2000 — 2005
Bachelor of Arts (B.A.), Economics

Manitou Springs High School   1998 — 2000
High School

Coronado High School   1996 — 1998

Rachel A Nicks Rachel A Nicks Golden, Colorado Details
Rachel A Nicks's Summit Wealth Group Experience February 2013 - May 2015
Job Financial Advisor
Industry Investment Management
Experience
Waddell & Reed  June 2015 - Present
Summit Wealth Group   February 2013 - May 2015
Edward Jones  January 2012 - January 2013

Skills
529 Plans, Uniform Combined State..., Saving for Education, Retirement Savings, Investments, IRAs, College Savings Plans, Separately Managed..., SEP IRA, Asset Allocation, Wealth, Wealth Accumulation, Roth IRA, Nonprofits, Risk Management, Financial Services, 401k Rollovers, Series 7, Investment Advisory, Mutual Funds, PowerPoint, Retirement, Wealth Management, Retirement Planning, Financial Analysis, Investment Strategies, Strategic Financial..., Financial Advisory, Fixed Annuities, Securities, 401k, Portfolio Management, Bonds, Asset Management, Equities, ETFs, Fixed Income, Life Insurance, Variable Annuities, Long-term Care, Series 65, Investment Management, Wealth Management..., Series 63, Pensions, Alternative Investments, Data Analysis, Financial Planners, FINRA, Finance

Education
University of Oklahoma
Bachelor's degree, English Language and Literature/Letters

Northern Arizona University
Master's degree, English Language and Literature/Letters

Randy Morris CFP® Randy Morris CFP® Scottsdale, Arizona Details
Randy Morris CFP®'s Summit Wealth Group Experience September 2002 - Present
Job Founder, CEO of Summit Wealth Group
Industry Financial Services
Experience
Summit Wealth Group   September 2002 - Present
Lake Forest Ranch  March 2011 - Present
EFP, Inc.   September 1985 - September 2002

Skills
Investments, Strategic Financial..., Insurance, Financial Services, Strategic Planning, Accounting, Wealth Accumulation, Personal Tax Planning, Retirement Planning, Wealth Management, Securities, Finance, Personal Financial..., Certified Financial..., CFP, Holistic Financial..., Tax, Tax Preparation, Personal Finance, College Education..., Customer Service, Asset Management, CFP®, Management, Mutual Funds, Investment Advisory, Portfolio Management

Education
University of Colorado at Boulder   1978 — 1982
Bachelor of Science, Business Management

Josh Willink Josh Willink Fountain Hills, Arizona Details
Josh Willink's Summit Wealth Group Experience January 2014 - Present
Job Marketing Coordinator at Summit Wealth Group
Industry Financial Services
Experience
Summit Wealth Group   January 2014 - Present
Independent Insurance  August 2010 - January 2014
Liberty Tax Service  January 2013 - April 2013
Hungerford Financial   May 2012 - September 2012
InCharge Education Foundation  June 2009 - July 2010

Skills
Life Insurance, Strategic Financial..., Insurance, Sales, Health Insurance, Customer Service, Marketing, Finance, Personal Finance, Personal Budgeting, Tax Returns, Budgets, Retirement Planning, Medicare, Tax Preparation, Baseball, Microsoft Office, Banking, Student Financial Aid, Client Counseling, Photography, Videography, Portrait Photography, Event Photography, Basketball, Football, Office Administration, Research

Education
Davenport University   2012 — 2014
Master of Business Administration (MBA), Finance

Davenport University   2007 — 2012
Bachelor of Business Administration (BBA), Finance

Starr Nagai Starr Nagai Greater Denver Area Details
Starr Nagai's Summit Wealth Group Experience August 2014 - Present
Job Financial Assistant at Summit Wealth Group
Industry Financial Services
Experience
Summit Wealth Group   August 2014 - Present
Summit Accounting Solutions   August 2012 - August 2014
Intermountain Marketing, Inc.   December 2010 - July 2012
AfterOurs Urgent Care  June 2010 - December 2010

Skills
Customer Service, Advertising, Microsoft Office, CCTV, Security, Marketing, Access Control, Security Management, Website Development, Website Management, Office Administration, Client Services, Project Management, Event Planning

Education
Central Washington University   2005 — 2010
Bachelor of Science (BS), Information Technology & Administrative Management

KEVIN KAISER KEVIN KAISER Greater Nashville Area Details
KEVIN KAISER's Summit Wealth Group Experience 2000 - 2003
Job I teach organizations how to use the art and science of storytelling to create influence, impact, and profit.
Industry Marketing and Advertising
Experience
StorysellerU   October 2014 - Present
Creative Trust  November 2006 - October 2014
Huntley Thatcher Ellsworth   2003 - 2006
Summit Wealth Group   2000 - 2003
T. Rowe Price  1998 - 2000

Skills
Marketing Strategy, Digital Marketing, Social Media Marketing, Brand Development, Creative Development, Online Marketing, Brand Management

Education
Oral Roberts University   1993 — 1997
BS, International Business

College for Financial Planning   2001 — 2002
CFP, Financial Planning

Liliya Gubceac Liliya Gubceac Colorado Springs, Colorado Area Details
Liliya Gubceac's Summit Wealth Group Experience November 2006 - Present
Job Registered Financial Assistant
Industry Financial Services
Experience
Summit Wealth Group   November 2006 - Present

Skills
Financial Analysis, Investments, Corporate Finance

Education
University of Colorado at Colorado Springs   2004 — 2006
Bachelor of Science, Finance

Pikes Peak Community College   2003 — 2004
Associate of Arts (AA), Business

Julia Kidwell Florian Julia Kidwell Florian Greater Denver Area Details
Julia Kidwell Florian's Summit Wealth Group Experience October 2012 - April 2014
Job Marketing Director at Echero
Industry Marketing and Advertising
Experience
Echero   March 2011 - Present
Automated Marketing Group  June 2014 - April 2015
Summit Wealth Group   October 2012 - April 2014
Canty’s Financial Strategies   January 2010 - October 2012
Carnation Restaurant   January 2009 - January 2010
Pump It Up, Centennial & Wheat Ridge, CO   January 2006 - January 2009

Skills
Social Networking, SEO, Facebook, Marketing Strategy, Marketing, Social Media, Management, Email Marketing, Strategic Communications, Social Media Marketing, Online Advertising, Online Marketing, SEM, Marketing Communications, Newsletters, Blogging

Education
Colorado State University
Master's degree, Marketing, Sophomore

Brian Estep Brian Estep Greater Denver Area Details
Brian Estep's Summit Wealth Group Experience May 2013 - October 2013
Job Financial Services Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  January 2014 - Present
Summit Wealth Group   May 2013 - October 2013
First National Bank of Colorado  September 2010 - November 2011

Skills
Series 6, Series 63, Life & Health Insurance..., Money Guide Pro, Siebel, Retirement Planning, Mutual Funds, Portfolio Management, Series 7, Financial Services, Financial Planning, Asset Allocation, Wealth Management, Investment Advisory, Investment Strategies

Education
Colorado State University-Global Campus   2015 — 2017
Master’s Degree, Finance and Financial Management Services

Colorado State University   2010 — 2013
BSBA, Finance and Financial Planning

Kelsey Herrmann-Stanzel Kelsey Herrmann-Stanzel White River Junction, Vermont Details
Kelsey Herrmann-Stanzel's Summit Wealth Group Experience June 2014 - Present
Job Project Manager, Paraplanner, and Marketing
Industry Executive Office
Experience
Summit Wealth Group   June 2014 - Present
Wylie Inn and Conference Center  September 2013 - December 2013
Dartmouth College Child Care Center  April 2007 - August 2013
Keller Williams Realty, Beverly MA   January 2012 - January 2012
Enfield Shaker Museum  January 2011 - January 2011

Skills
Social Media, Facebook, Time Management, Event Management, Client Relations Skills, Microsoft Office, PowerPoint, Online Research, Public Relations, Nonprofits, Microsoft Excel, Visual One, Instagram, Social Networking, Customer Service, Microsoft Word, Sales, English, Junxure, Outlook

Education
Endicott College   2010 — 2014
Bachelor's Degree, Business, Hospitality, Psychology

Bond University   2012 — 2012
Bachelor of Science, Business

Hanover High School   2006 — 2010

Devan Acker Devan Acker Boston, Massachusetts Details
Devan Acker's Summit Wealth Group Experience May 2007 - August 2009
Job Senior Analyst at Income Research + Management
Industry Investment Management
Experience
Income Research + Management  December 2013 - Present
Income Research + Management  December 2012 - December 2013
Income Research + Management  October 2010 - December 2012
Summit Wealth Group   May 2007 - August 2009

Skills
Bloomberg, Fixed Income, Investments, Asset Management, Portfolio Management, Investment Management, Financial Analysis, Capital Markets, Asset Allocation, Wealth Management, Microsoft Excel, Investment Strategies

Education
University of Vermont   2008 — 2010
BS, Business Administration

WU (Vienna University of Economics and Business)   2009 — 2009
Finance/Economics

University of New Hampshire   2005 — 2007
Associates, Business Administration